13F reference period
Q2 2026
CUSIP: 617477104
13F reference period
Q2 2026
Institutions Reporting
75
Shares (Excl. Options)
Price
$5.88
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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Latest holder context comes from 75 institutions filings for Q2 2026.
Security key
617477104
13F reference period
Q2 2026
13F holders
75
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 617477104:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 22% | $67,257,156 | 13,924,877 | First Trust Portfolios L.P. | 31 Mar 2025 | |||
| EVERGREEN CAPITAL MANAGEMENT LLC | 5.4% | +11% | $17,714,623 | +$1,872,552 | 3,493,595 | +12% | Evergreen Capital Management LLC | 31 Mar 2026 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 5.5% | 3,566,538 | +29% | 0.06% | $20,971,241 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 5.4% | 3,508,478 | +1.4% | 0.38% | $21,465,545 |
| MORGAN STANLEY | 5% | 3,190,805 | +19% | 0% | $18,761,939 |
| Beacon Pointe Advisors, LLC | 3.6% | 2,295,245 | +2.2% | 0.06% | $13,496,041 |
| WELLS FARGO & COMPANY/MN | 3.3% | 2,139,652 | +15% | 0% | $12,581,152 |
| BANK OF AMERICA CORP /DE/ | 2.7% | 1,746,984 | -3.2% | 0% | $10,272,268 |
| Invesco Ltd. | 2% | 1,318,162 | +18% | 0% | $7,750,792 |
| Rareview Capital LLC | 1.6% | 1,048,147 | +9.3% | 3% | $5,366,513 |
| RAYMOND JAMES FINANCIAL INC | 0.8% | 516,162 | -31% | 0% | $3,035,034 |
| Fiera Capital Corp | 0.78% | 505,073 | +3.5% | 0.01% | $2,969,829 |
| PenderFund Capital Management Ltd. | 0.78% | 504,800 | +26% | 0.38% | $2,968,224 |
| LPL Financial LLC | 0.4% | 259,740 | +1.2% | 0% | $1,527,272 |
| HighTower Advisors, LLC | 0.4% | 254,694 | +1.7% | 0% | $1,497,601 |
| UBS Group AG | 0.35% | 224,384 | -3.9% | 0% | $1,319,378 |
| Cetera Investment Advisers | 0.32% | 209,107 | +5.6% | 0% | $1,229,551 |
| &PARTNERS | 0.32% | 207,214 | +5.6% | 0% | $1,216,287 |
| ROYAL BANK OF CANADA | 0.29% | 185,989 | -1.7% | 0% | $1,094,000 |
| Bramshill Investments, LLC | 0.22% | 141,666 | +1.1% | 0.06% | $832,996 |
| GUGGENHEIM CAPITAL LLC | 0.19% | 120,476 | +51% | 0% | $708,399 |
| Kaizen Financial Strategies | 0.18% | 118,616 | -2.5% | 0.27% | $685,601 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.16% | 104,250 | +11% | 0.03% | $612,990 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.14% | 89,729 | +2.5% | 0.01% | $527,605 |
| IMC-Chicago, LLC | 0.13% | 80,605 | 0% | $473,957 | |
| Capital Investment Advisors, LLC | 0.11% | 69,808 | +33% | 0.01% | $410,470 |
| Ancora Advisors LLC | 0.1% | 65,254 | 0% | 0.01% | $383,694 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 5,155,747 | $27,878,337 | -$1,883,885 | $5.26 | 22 |
| 2026 Q2 | 23,443,222 | $137,864,163 | +$1,895,198 | $5.88 | 75 |
| 2026 Q1 | 23,172,757 | $118,089,749 | +$5,869,802 | $5.07 | 78 |
| 2025 Q4 | 22,006,940 | $119,744,237 | -$9,138,127 | $5.43 | 69 |
| 2025 Q3 | 23,677,985 | $127,611,235 | +$2,570,605 | $5.38 | 63 |
| 2025 Q2 | 23,407,041 | $120,264,254 | -$1,178,455 | $5.12 | 59 |
| 2025 Q1 | 23,529,109 | $111,844,026 | -$3,780,244 | $4.70 | 59 |
| 2024 Q4 | 24,400,841 | $111,803,403 | +$5,562,456 | $4.54 | 62 |
| 2024 Q3 | 24,287,774 | $122,834,384 | -$4,853,775 | $5.04 | 59 |
| 2024 Q2 | 25,253,085 | $115,555,945 | -$1,646,239 | $4.56 | 59 |
| 2024 Q1 | 25,617,351 | $121,874,500 | +$400,527 | $4.75 | 60 |
| 2023 Q4 | 25,709,554 | $119,989,650 | -$10,762,973 | $4.66 | 65 |
| 2023 Q3 | 22,998,587 | $98,042,362 | +$5,325,437 | $4.26 | 61 |
| 2023 Q2 | 21,718,283 | $102,001,695 | -$4,665,413 | $4.69 | 57 |
| 2023 Q1 | 22,725,158 | $102,768,213 | -$4,064,010 | $4.52 | 63 |
| 2022 Q4 | 23,634,931 | $581,091,155 | -$1,218,658 | $4.40 | 62 |
| 2022 Q3 | 23,977,370 | $96,517,000 | +$1,949,015 | $4.02 | 55 |
| 2022 Q2 | 23,483,327 | $105,462,000 | +$15,094,224 | $4.49 | 57 |
| 2022 Q1 | 22,019,546 | $109,902,046 | +$5,478,450 | $4.99 | 65 |
| 2021 Q4 | 20,357,491 | $111,599,000 | +$14,071,903 | $5.48 | 66 |
| 2021 Q3 | 17,677,799 | $103,463,585 | -$2,462,593 | $5.85 | 58 |
| 2021 Q2 | 18,052,443 | $110,512,862 | -$705,469 | $6.12 | 58 |
| 2021 Q1 | 18,110,024 | $109,055,267 | +$15,427,992 | $6.02 | 54 |
| 2020 Q4 | 15,698,063 | $98,790,629 | +$6,909,756 | $6.29 | 57 |
| 2020 Q3 | 14,333,985 | $79,770,178 | -$2,194,890 | $5.56 | 46 |