| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 7.7% | -45% | $69,946,060 | -$83,848,869 | 2,506,129 | -55% | Invesco Ltd. | 28 Nov 2025 |
| Bank of New York Mellon Corp | 7.2% | +22% | $67,302,379 | +$16,604,461 | 2,450,032 | +33% | Bank of New York Mellon Corp | 30 Jun 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Invesco Ltd. | 17% | 5,510,388 | +111% | 0.02% | $152,968,370 |
| LPL Financial LLC | 15% | 4,720,592 | +20% | 0.04% | $131,043,638 |
| Bank of New York Mellon Corp | 7.8% | 2,523,416 | +3% | 0.01% | $70,050,012 |
| Cetera Investment Advisers | 3.8% | 1,250,995 | +21% | 0.04% | $34,727,624 |
| Private Advisor Group, LLC | 2.7% | 875,499 | -4.9% | 0.12% | $24,303,855 |
| Stewardship Advisors, LLC | 2.4% | 772,700 | +5.7% | 5.1% | $21,450,164 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.3% | 747,968 | +3.3% | 0.03% | $20,764,000 |
| WELLS FARGO & COMPANY/MN | 1.9% | 613,463 | +1.6% | 0% | $17,029,720 |
| Petix & Botte Co | 1.6% | 521,006 | +15% | 3.3% | $14,463,126 |
| Asset Allocation Strategies LLC | 1.4% | 458,754 | 2.5% | $12,735,013 | |
| Spectrum Investment Advisors, Inc. | 1.3% | 436,484 | +1.8% | 6.6% | $12,116,802 |
| OSAIC HOLDINGS, INC. | 1.3% | 428,652 | +12% | 0.02% | $11,734,192 |
| VestGen Advisors, LLC | 1.3% | 413,549 | +1.7% | 0.38% | $11,480,124 |
| ENVESTNET ASSET MANAGEMENT INC | 1.3% | 413,322 | +41% | 0% | $11,473,806 |
| Integrated Wealth Concepts LLC | 1.3% | 410,229 | +33% | 0.1% | $11,387,945 |
| Integrated Capital Management, LLC | 1.1% | 346,334 | 5.3% | $12,118,221 | |
| Federation des caisses Desjardins du Quebec | 0.99% | 321,300 | 0.04% | $8,919,288 | |
| Schwallier Wealth Management LLC | 0.93% | 303,483 | +6.6% | 5.3% | $8,424,675 |
| ROYAL BANK OF CANADA | 0.91% | 296,607 | -4.4% | 0% | $8,234,000 |
| ASHTON THOMAS SECURITIES, LLC | 0.9% | 294,275 | +55% | 1.1% | $8,171,461 |
| Garden State Investment Advisory Services LLC | 0.84% | 271,935 | +1.9% | 1.9% | $7,548,920 |
| FLOW TRADERS U.S. LLC | 0.74% | 240,836 | -5.2% | 0.27% | $6,686,000 |
| Total Clarity Wealth Management, Inc. | 0.68% | 221,937 | +8.5% | 1.6% | $6,160,961 |
| MORGAN STANLEY | 0.67% | 219,386 | +2.3% | 0% | $6,090,185 |
| Signal Advisors Wealth, LLC | 0.58% | 188,119 | 0.47% | $5,222,195 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 71,892 | $1,981,598 | -$394,946 | $27.57 | 2 |
| 2025 Q3 | 24,666,748 | $687,404,117 | +$169,259,091 | $27.76 | 84 |
| 2025 Q2 | 19,206,586 | $528,576,793 | -$127,023,891 | $27.47 | 85 |
| 2025 Q1 | 23,793,626 | $661,813,327 | +$44,993,826 | $27.82 | 79 |
| 2024 Q4 | 21,843,919 | $590,636,896 | -$135,727,000 | $27.03 | 80 |
| 2024 Q3 | 26,736,152 | $777,483,625 | +$158,841,898 | $29.08 | 72 |
| 2024 Q2 | 21,034,267 | $579,690,733 | +$748,499 | $27.59 | 70 |
| 2024 Q1 | 20,984,017 | $589,231,686 | -$135,935,467 | $28.08 | 58 |
| 2023 Q4 | 25,699,443 | $740,701,775 | -$22,157,222 | $28.83 | 54 |
| 2023 Q3 | 26,125,523 | $700,417,003 | +$223,121,541 | $26.81 | 46 |
| 2023 Q2 | 19,029,360 | $554,824,479 | -$18,098,985 | $29.17 | 39 |
| 2023 Q1 | 19,599,193 | $587,010,365 | +$79,858,182 | $29.96 | 42 |
| 2022 Q4 | 16,924,819 | $485,624,880 | +$18,309,386 | $28.73 | 38 |
| 2022 Q3 | 16,067,685 | $464,849,103 | +$59,975,249 | $28.93 | 41 |
| 2022 Q2 | 13,992,336 | $436,311,817 | +$108,816,376 | $31.18 | 39 |
| 2022 Q1 | 10,430,453 | $352,396,495 | +$11,885,482 | $33.76 | 42 |
| 2021 Q4 | 10,033,713 | $366,831,212 | -$3,146,345 | $36.56 | 33 |
| 2021 Q3 | 10,209,940 | $371,111,519 | +$1,160,250 | $36.28 | 40 |
| 2021 Q2 | 10,187,026 | $371,145,442 | +$309,434,337 | $36.40 | 40 |
| 2021 Q1 | 1,689,994 | $59,566,477 | -$10,391,880 | $35.09 | 45 |
| 2020 Q4 | 1,940,920 | $74,431,742 | -$35,239,858 | $38.43 | 48 |
| 2020 Q3 | 2,828,538 | $111,121,467 | -$7,954,821 | $39.29 | 56 |
| 2020 Q2 | 3,029,180 | $119,254,351 | +$50,026,705 | $39.36 | 56 |
| 2020 Q1 | 1,758,356 | $69,237,941 | -$42,748,591 | $39.36 | 45 |
| 2019 Q4 | 3,043,409 | $106,112,505 | +$2,798,033 | $34.49 | 57 |
| 2019 Q3 | 2,942,812 | $104,811,715 | +$25,788,114 | $35.57 | 58 |
| 2019 Q2 | 2,215,546 | $75,763,269 | -$64,609,292 | $34.07 | 36 |
| 2019 Q1 | 4,218,604 | $135,658,652 | +$11,486,564 | $32.85 | 32 |
| 2018 Q4 | 3,640,743 | $116,415,334 | -$12,018,753 | $31.98 | 25 |
| 2018 Q3 | 4,014,319 | $124,716,266 | +$17,451,045 | $31.07 | 23 |
| 2018 Q2 | 3,452,442 | $109,501,000 | +$109,501,000 | $31.71 | 18 |