| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 69% | +6.9% | $636,794,965 | -$8,173,197 | 12,039,988 | -1.3% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | 2% | 346,305 | -6.8% | 0.03% | $18,058,902 |
| Cetera Investment Advisers | 2% | 341,392 | -55% | 0.02% | $18,056,249 |
| RAYMOND JAMES FINANCIAL INC | 1.4% | 251,703 | -45% | 0% | $13,312,572 |
| LPL Financial LLC | 1.4% | 245,046 | +9.6% | 0% | $12,960,485 |
| ASSETMARK, INC | 1.2% | 207,278 | +12% | 0.02% | $10,962,933 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.89% | 154,720 | -16% | 0.01% | $8,183,000 |
| ENVESTNET ASSET MANAGEMENT INC | 0.6% | 104,940 | -77% | 0% | $5,550,277 |
| Altman Advisors, Inc. | 0.54% | 94,521 | -17% | 1.4% | $3,525,436 |
| CWM, LLC | 0.49% | 85,610 | -49% | 0.01% | $4,528,000 |
| REAP Financial Group, LLC | 0.41% | 71,311 | -2.3% | 0.82% | $3,771,639 |
| MBL Wealth, LLC | 0.4% | 70,428 | +2% | 0.33% | $3,724,937 |
| DHJJ Financial Advisors, Ltd. | 0.35% | 61,394 | -1.7% | 1.1% | $3,247,129 |
| McKinley Carter Wealth Services, Inc. | 0.35% | 61,386 | 0% | 0.17% | $3,246,706 |
| Mariner, LLC | 0.32% | 56,467 | -8.2% | 0% | $2,986,540 |
| Cambridge Investment Research Advisors, Inc. | 0.32% | 56,013 | -5.2% | 0.01% | $2,963,000 |
| Kestra Advisory Services, LLC | 0.32% | 55,187 | -6.4% | 0.01% | $2,918,840 |
| ERn Financial, LLC | 0.31% | 53,557 | -4.1% | 0.56% | $2,832,647 |
| McCarthy & Cox | 0.3% | 53,069 | 0% | 0.64% | $2,806,819 |
| Keystone Wealth Services, LLC | 0.28% | 49,016 | -0.37% | 0.57% | $2,592,456 |
| Integrity Financial Corp /WA | 0.27% | 47,619 | -0.1% | 1.2% | $2,518,569 |
| Integrated Wealth Concepts LLC | 0.27% | 47,234 | -0.85% | 0.02% | $2,498,206 |
| Fragasso Financial Advisors Inc | 0.25% | 43,445 | -2.4% | 0.14% | $2,301,716 |
| Faithward Advisors, LLC | 0.25% | 43,328 | -6.7% | 0.34% | $2,291,618 |
| Steward Partners Investment Advisory, LLC | 0.25% | 43,109 | +0.34% | 0.01% | $2,280,035 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 0.21% | 36,866 | -0.31% | 0.64% | $1,949,843 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 82,062 | $4,512,450 | +$557,232 | $54.85 | 4 |
| 2025 Q3 | 3,839,168 | $201,226,841 | -$79,121,004 | $52.89 | 135 |
| 2025 Q2 | 5,389,113 | $268,022,615 | +$28,357,675 | $50.11 | 147 |
| 2025 Q1 | 4,822,520 | $223,915,417 | -$80,384,503 | $46.67 | 139 |
| 2024 Q4 | 6,621,880 | $315,508,041 | +$95,113,547 | $47.82 | 152 |
| 2024 Q3 | 4,358,820 | $205,284,860 | -$31,133,387 | $47.18 | 114 |
| 2024 Q2 | 5,017,483 | $230,558,126 | -$4,141,872 | $46.03 | 112 |
| 2024 Q1 | 5,098,281 | $227,504,109 | -$28,915,776 | $44.74 | 104 |
| 2023 Q4 | 5,413,633 | $230,233,811 | +$42,681,701 | $42.51 | 114 |
| 2023 Q3 | 4,346,735 | $168,895,925 | -$9,416,714 | $38.86 | 92 |
| 2023 Q2 | 4,125,310 | $166,089,289 | -$8,075,120 | $40.26 | 94 |
| 2023 Q1 | 4,733,697 | $177,709,055 | -$16,265,140 | $37.60 | 98 |
| 2022 Q4 | 5,199,647 | $184,947,263 | +$54,161,634 | $35.52 | 91 |
| 2022 Q3 | 3,951,903 | $130,448,600 | -$5,324,390 | $32.95 | 76 |
| 2022 Q2 | 4,161,722 | $141,626,033 | -$3,806,653 | $34.01 | 82 |
| 2022 Q1 | 4,066,161 | $153,626,522 | +$16,341,228 | $37.87 | 82 |
| 2021 Q4 | 3,805,278 | $148,168,394 | +$72,664,965 | $38.98 | 75 |
| 2021 Q3 | 1,908,571 | $72,724,867 | -$28,971,745 | $38.08 | 45 |
| 2021 Q2 | 2,669,244 | $100,829,766 | -$20,636,804 | $37.77 | 42 |
| 2021 Q1 | 3,220,598 | $117,962,639 | -$15,665,206 | $36.55 | 51 |
| 2020 Q4 | 3,437,418 | $121,041,583 | +$48,575,305 | $35.19 | 46 |
| 2020 Q3 | 2,111,550 | $68,708,035 | +$19,318,109 | $32.57 | 34 |
| 2020 Q2 | 1,584,143 | $48,699,251 | +$17,589,057 | $30.70 | 31 |
| 2020 Q1 | 1,023,975 | $27,943,901 | +$20,610,635 | $27.26 | 20 |
| 2019 Q4 | 157,804 | $4,949,698 | +$4,011,698 | $31.33 | 10 |
| 2019 Q3 | 906 | $34,000 | $37.53 | 1 | |
| 2019 Q2 | 906 | $34,000 | $37.53 | 1 | |
| 2019 Q1 | 906 | $34,000 | $37.53 | 1 |