| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 5.4% | $24,955,081 | 1,899,169 | First Trust Portfolios L.P. | 30 Jun 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 4.4% | 1,571,216 | +8.7% | 0.15% | $20,394,384 |
| BANK OF AMERICA CORP /DE/ | 1.5% | 525,573 | -1.4% | 0% | $6,821,933 |
| Gridiron Partners, LLC | 1.4% | 489,117 | 0% | 0.19% | $140,275 |
| MORGAN STANLEY | 1.1% | 372,243 | +10% | 0% | $4,831,718 |
| Invesco Ltd. | 1% | 354,961 | -14% | 0% | $4,607,394 |
| LPL Financial LLC | 0.96% | 340,411 | +92% | 0% | $4,418,530 |
| Marathon Strategic Advisors, LLC | 0.94% | 330,896 | +18% | 3.4% | $4,295,025 |
| RAYMOND JAMES FINANCIAL INC | 0.91% | 323,357 | +42% | 0% | $4,197,172 |
| ROYAL BANK OF CANADA | 0.86% | 303,055 | +23% | 0% | $3,934,000 |
| Advisors Asset Management, Inc. | 0.79% | 280,114 | -2.9% | 0.06% | $3,635,880 |
| OSAIC HOLDINGS, INC. | 0.64% | 225,141 | +5% | 0% | $2,990,787 |
| Edgemoor Investment Advisors, Inc. | 0.57% | 201,353 | +7.2% | 0.2% | $2,613,562 |
| Polar Asset Management Partners Inc. | 0.54% | 191,719 | -3% | 0.05% | $2,488,513 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.52% | 183,920 | +2.7% | 0% | $2,387,000 |
| AMERIPRISE FINANCIAL INC | 0.51% | 181,082 | +3.6% | 0% | $2,330,975 |
| TT Capital Management LLC | 0.48% | 169,543 | -6.5% | 1.7% | $2,200,667 |
| Rockefeller Capital Management L.P. | 0.37% | 131,438 | +2.4% | 0% | $1,706,074 |
| Cetera Investment Advisers | 0.33% | 117,671 | +10% | 0% | $1,527,381 |
| WELLS FARGO & COMPANY/MN | 0.29% | 102,341 | -4.1% | 0% | $1,328,378 |
| UBS Group AG | 0.28% | 99,376 | -12% | 0% | $1,289,900 |
| TRUIST FINANCIAL CORP | 0.26% | 93,116 | -4.2% | 0% | $1,208,646 |
| BANK OF MONTREAL /CAN/ | 0.25% | 87,083 | 0% | 0% | $1,130,337 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 0.23% | 82,781 | +0.38% | 0.23% | $1,074,499 |
| Wagner Wealth Management, LLC | 0.18% | 64,970 | +2.8% | 0.2% | $843,309 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 0.17% | 59,291 | -20% | 0.01% | $769,597 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 36,436 | $431,010 | -$5,551,225 | $11.82 | 2 |
| 2025 Q3 | 7,798,769 | $95,060,478 | +$3,870,573 | $12.98 | 76 |
| 2025 Q2 | 7,205,936 | $94,687,355 | +$1,413,751 | $13.14 | 79 |
| 2025 Q1 | 7,144,724 | $92,308,782 | -$15,252,835 | $12.92 | 84 |
| 2024 Q4 | 8,329,546 | $114,443,639 | +$4,646,903 | $13.75 | 88 |
| 2024 Q3 | 7,730,200 | $102,021,456 | +$9,522,675 | $13.20 | 85 |
| 2024 Q2 | 6,969,332 | $90,199,150 | -$13,077,963 | $12.94 | 81 |
| 2024 Q1 | 8,022,819 | $103,498,469 | -$10,774,068 | $12.92 | 89 |
| 2023 Q4 | 8,855,236 | $112,132,118 | -$5,619,064 | $12.66 | 86 |
| 2023 Q3 | 8,993,494 | $113,469,515 | -$8,320,149 | $12.62 | 76 |
| 2023 Q2 | 9,652,997 | $117,870,465 | -$9,554,668 | $12.21 | 77 |
| 2023 Q1 | 10,453,333 | $122,309,666 | -$1,422,658 | $11.70 | 86 |
| 2022 Q4 | 10,625,635 | $119,662,103 | +$11,346,933 | $11.26 | 96 |
| 2022 Q3 | 9,801,321 | $107,918,774 | +$6,874,658 | $11.01 | 86 |
| 2022 Q2 | 9,204,708 | $105,470,483 | +$14,650,297 | $11.39 | 91 |
| 2022 Q1 | 8,154,871 | $106,150,363 | -$5,118,736 | $13.02 | 86 |
| 2021 Q4 | 8,445,551 | $113,508,351 | -$16,063,248 | $13.43 | 80 |
| 2021 Q3 | 9,387,815 | $125,385,549 | -$7,887,244 | $13.36 | 80 |
| 2021 Q2 | 9,981,399 | $132,222,351 | -$16,967,353 | $13.25 | 85 |
| 2021 Q1 | 11,277,831 | $146,552,278 | -$33,742,569 | $13.00 | 89 |
| 2020 Q4 | 13,921,388 | $168,685,395 | +$6,712,255 | $12.11 | 90 |
| 2020 Q3 | 13,233,039 | $152,220,363 | -$5,074,034 | $11.50 | 87 |
| 2020 Q2 | 13,682,378 | $152,976,502 | +$16,133,436 | $11.18 | 90 |
| 2020 Q1 | 12,254,373 | $123,186,637 | +$52,178 | $10.01 | 97 |
| 2019 Q4 | 11,907,354 | $160,202,908 | +$896,561 | $13.44 | 107 |
| 2019 Q3 | 11,773,295 | $148,522,202 | -$6,083,010 | $12.62 | 92 |
| 2019 Q2 | 12,244,241 | $157,081,216 | +$27,563,395 | $12.83 | 88 |
| 2019 Q1 | 10,111,011 | $126,405,255 | -$2,473,767 | $12.50 | 93 |
| 2018 Q4 | 10,643,585 | $126,835,626 | +$16,348,655 | $11.90 | 99 |
| 2018 Q3 | 9,061,327 | $124,919,888 | -$1,126,993 | $13.79 | 96 |
| 2018 Q2 | 9,141,715 | $127,102,897 | -$6,002,328 | $13.90 | 90 |
| 2018 Q1 | 9,569,949 | $139,034,090 | -$13,826,997 | $14.53 | 86 |
| 2017 Q4 | 10,433,862 | $143,926,946 | -$2,102,553 | $13.79 | 89 |
| 2017 Q3 | 10,462,742 | $150,233,276 | +$11,009,225 | $14.36 | 70 |
| 2017 Q2 | 9,688,758 | $136,362,928 | -$3,862,800 | $14.08 | 69 |
| 2017 Q1 | 9,780,306 | $141,733,759 | -$24,977,292 | $14.49 | 67 |
| 2016 Q4 | 11,669,575 | $168,183,231 | -$13,171,763 | $14.41 | 74 |
| 2016 Q3 | 12,489,137 | $173,185,817 | +$12,616,175 | $13.86 | 73 |
| 2016 Q2 | 11,701,909 | $153,518,433 | -$7,456,589 | $13.15 | 77 |
| 2016 Q1 | 12,051,526 | $157,219,892 | +$991,640 | $13.07 | 80 |
| 2015 Q4 | 11,987,381 | $154,649,000 | +$14,405,862 | $12.90 | 81 |
| 2015 Q3 | 10,005,096 | $129,479,719 | +$17,058,423 | $12.94 | 68 |
| 2015 Q2 | 8,992,244 | $121,664,862 | +$12,278 | $13.52 | 65 |
| 2015 Q1 | 8,906,854 | $123,805,713 | +$2,156,754 | $13.90 | 68 |
| 2014 Q4 | 9,056,665 | $121,261,143 | +$14,743,471 | $13.39 | 74 |
| 2014 Q3 | 7,811,509 | $109,914,450 | +$1,198,738 | $14.06 | 60 |
| 2014 Q2 | 7,722,614 | $113,123,477 | +$2,110,507 | $14.65 | 66 |
| 2014 Q1 | 7,569,335 | $110,137,072 | +$2,134,069 | $14.57 | 62 |