| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 8.5% | 1,234,836 | +24% | 0% | $33,970,338 |
| EXCHANGE TRADED CONCEPTS, LLC | 1.5% | 213,095 | -17% | 0.06% | $5,862,243 |
| AMERIPRISE FINANCIAL INC | 1.3% | 193,538 | -5.5% | 0% | $5,324,240 |
| Western Standard LLC | 1.3% | 185,453 | 0% | 2.7% | $5,101,812 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 154,873 | -37% | 0.01% | $4,260,556 |
| OSAIC HOLDINGS, INC. | 0.88% | 128,346 | +142% | 0% | $3,520,088 |
| GOLDMAN SACHS GROUP INC | 0.79% | 115,694 | +637% | 0% | $3,182,742 |
| Cetera Investment Advisers | 0.78% | 113,239 | +11% | 0% | $3,115,214 |
| JPMORGAN CHASE & CO | 0.76% | 111,148 | +73% | 0% | $3,057,681 |
| BNP PARIBAS FINANCIAL MARKETS | 0.63% | 92,266 | 0% | 0% | $2,538,238 |
| RAFFLES ASSOCIATES LP | 0.58% | 85,000 | -47% | 2.2% | $2,338,350 |
| Baird Financial Group, Inc. | 0.47% | 68,029 | -44% | 0% | $1,871,478 |
| UBS Group AG | 0.46% | 66,588 | +510% | 0% | $1,831,836 |
| Pettinga Financial Advisors LLC | 0.45% | 66,120 | +15% | 0.35% | $1,818,962 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 0.33% | 48,683 | 0.09% | $1,339,269 | |
| WELLS FARGO & COMPANY/MN | 0.26% | 37,450 | -26% | 0% | $1,030,241 |
| Davies Financial Advisors, Inc. | 0.25% | 37,086 | -8.6% | 0.83% | $1,020,236 |
| Focus Partners Wealth | 0.25% | 36,420 | +5.8% | 0% | $1,001,914 |
| FLOW TRADERS U.S. LLC | 0.22% | 32,482 | -77% | 0.04% | $894,000 |
| Allie Family Office LLC | 0.2% | 29,128 | 0% | 0.39% | $801,311 |
| Cambridge Investment Research Advisors, Inc. | 0.2% | 29,008 | -38% | 0% | $798,000 |
| Global Retirement Partners, LLC | 0.19% | 28,334 | +21204% | 0.02% | $779,459 |
| LPL Financial LLC | 0.19% | 27,523 | -77% | 0% | $757,144 |
| ENVESTNET ASSET MANAGEMENT INC | 0.18% | 26,779 | -21% | 0% | $736,687 |
| TWO SIGMA SECURITIES, LLC | 0.14% | 20,531 | -33% | 0.08% | $564,808 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 50,029 | $1,352,284 | +$1,352,284 | $27.03 | 2 |
| 2025 Q3 | 3,419,749 | $94,067,764 | -$18,863,940 | $27.51 | 64 |
| 2025 Q2 | 4,171,189 | $112,121,406 | -$96,851,597 | $26.88 | 78 |
| 2025 Q1 | 7,732,870 | $220,686,145 | -$64,878,383 | $28.54 | 74 |
| 2024 Q4 | 10,137,898 | $298,247,104 | -$3,851,767 | $29.42 | 83 |
| 2024 Q3 | 9,601,652 | $270,627,705 | -$7,352,653 | $28.18 | 70 |
| 2024 Q2 | 10,349,416 | $301,457,331 | +$63,226,012 | $29.13 | 91 |
| 2024 Q1 | 7,959,830 | $225,844,335 | -$119,611,321 | $28.37 | 84 |
| 2023 Q4 | 11,807,250 | $320,605,883 | -$43,048,034 | $27.09 | 94 |
| 2023 Q3 | 13,297,450 | $393,717,270 | -$49,778,166 | $29.73 | 92 |
| 2023 Q2 | 15,050,737 | $427,265,051 | -$298,886,090 | $28.38 | 95 |
| 2023 Q1 | 25,628,541 | $712,873,661 | -$203,613,663 | $27.88 | 137 |
| 2022 Q4 | 32,201,222 | $894,012,323 | -$210,507,318 | $27.81 | 174 |
| 2022 Q3 | 38,441,062 | $1,155,928,057 | +$85,799,712 | $30.15 | 167 |
| 2022 Q2 | 37,648,095 | $1,052,937,683 | +$562,041,540 | $27.96 | 143 |
| 2022 Q1 | 17,706,868 | $465,594,606 | +$149,501,168 | $26.30 | 109 |
| 2021 Q4 | 11,790,997 | $302,217,934 | +$24,104,961 | $25.63 | 82 |
| 2021 Q3 | 8,302,954 | $210,216,229 | +$17,695,260 | $25.31 | 58 |
| 2021 Q2 | 7,615,510 | $189,100,371 | +$22,909,674 | $24.83 | 66 |
| 2021 Q1 | 6,665,667 | $167,421,468 | +$2,436,883 | $25.12 | 63 |
| 2020 Q4 | 6,752,144 | $163,694,326 | -$314,368,570 | $24.24 | 64 |
| 2020 Q3 | 19,480,726 | $493,963,853 | +$251,889,231 | $25.35 | 73 |
| 2020 Q2 | 9,616,740 | $253,242,724 | -$449,596,305 | $26.32 | 63 |
| 2020 Q1 | 26,199,115 | $703,808,807 | +$606,090,596 | $26.83 | 90 |
| 2019 Q4 | 3,921,173 | $101,845,868 | -$54,986,145 | $25.97 | 53 |
| 2019 Q3 | 5,808,181 | $157,415,750 | -$22,993,901 | $27.10 | 57 |
| 2019 Q2 | 6,652,993 | $173,507,593 | +$22,306,958 | $25.97 | 54 |
| 2019 Q1 | 5,833,141 | $151,831,655 | -$29,314,886 | $26.03 | 70 |
| 2018 Q4 | 6,967,204 | $177,328,061 | +$10,211,296 | $25.45 | 73 |
| 2018 Q3 | 6,568,992 | $165,940,495 | +$16,196,652 | $25.26 | 63 |
| 2018 Q2 | 5,956,740 | $148,571,484 | +$146,873,447 | $24.94 | 65 |
| 2017 Q4 | 0 | $0 | -$11,244 | 0 | |
| 2017 Q3 | 465 | $11,244 | +$11,244 | $24.18 | 1 |