| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 6% | $88,780,645 | 949,932 | First Trust Portfolios L.P. | 31 Mar 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 4.6% | 730,598 | +5.3% | 0% | $69,903,650 |
| ASSETMARK, INC | 4.1% | 655,939 | +1.7% | 0.13% | $62,760,222 |
| ENVESTNET ASSET MANAGEMENT INC | 3.4% | 533,128 | +1.5% | 0.01% | $51,009,679 |
| PNC Financial Services Group, Inc. | 2.1% | 333,351 | +5.1% | 0.02% | $31,895,034 |
| Mid-American Wealth Advisory Group, Inc. | 2% | 325,243 | +3.1% | 14% | $31,119,238 |
| LPL Financial LLC | 2% | 316,035 | +7.6% | 0.01% | $30,238,185 |
| Cetera Investment Advisers | 1.8% | 286,998 | +7.2% | 0.03% | $27,459,980 |
| OneDigital Investment Advisors LLC | 1.6% | 254,681 | +17% | 0.25% | $24,367,922 |
| CWM, LLC | 1.5% | 233,581 | +4.6% | 0.07% | $22,349,000 |
| Financial Management Professionals, Inc. | 1.4% | 217,410 | +2.6% | 2.2% | $20,801,753 |
| UBS Group AG | 1.3% | 210,267 | -2.2% | 0% | $20,118,347 |
| ROYAL BANK OF CANADA | 1.2% | 190,714 | +3.2% | 0% | $18,248,000 |
| TD PRIVATE CLIENT WEALTH LLC | 1.1% | 182,180 | +15% | 0.39% | $17,430,988 |
| OSAIC HOLDINGS, INC. | 1.1% | 179,504 | +1.4% | 0.02% | $17,153,810 |
| RMR Wealth Builders | 1.1% | 174,758 | +9.5% | 1.4% | $16,720,876 |
| WELLS FARGO & COMPANY/MN | 1.1% | 172,471 | +5.9% | 0% | $16,502,054 |
| Bleakley Financial Group, LLC | 1.1% | 170,892 | +6.9% | 0.38% | $16,350,947 |
| CONDOR CAPITAL MANAGEMENT | 1% | 159,069 | +4.4% | 1.2% | $15,219,813 |
| BANK OF AMERICA CORP /DE/ | 0.96% | 152,206 | +1.2% | 0% | $14,563,050 |
| Capital Management Associates, Inc | 0.88% | 139,714 | +5.7% | 3.6% | $13,367,882 |
| AMERIPRISE FINANCIAL INC | 0.78% | 124,656 | +5.8% | 0% | $11,857,028 |
| Man Group plc | 0.74% | 118,223 | +28% | 0.02% | $11,311,577 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.74% | 117,148 | -6.3% | 0.01% | $11,209,000 |
| CreativeOne Wealth, LLC | 0.7% | 112,073 | +185% | 0.26% | $10,723,130 |
| Allianz Asset Management GmbH | 0.59% | 93,925 | -87% | 0.01% | $8,986,744 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 25,118 | $2,385,414 | -$2,799,629 | $94.82 | 4 |
| 2025 Q3 | 8,240,098 | $788,265,921 | -$57,945,243 | $95.68 | 233 |
| 2025 Q2 | 8,839,837 | $839,685,184 | -$45,381,823 | $95.01 | 220 |
| 2025 Q1 | 9,317,712 | $872,622,006 | +$110,391,469 | $93.66 | 229 |
| 2024 Q4 | 8,139,724 | $762,641,677 | -$87,399,234 | $93.68 | 237 |
| 2024 Q3 | 9,001,930 | $859,521,811 | +$67,271,188 | $95.50 | 236 |
| 2024 Q2 | 8,288,243 | $767,681,005 | -$94,150,621 | $92.70 | 228 |
| 2024 Q1 | 9,290,359 | $868,291,812 | +$51,889,548 | $93.48 | 223 |
| 2023 Q4 | 8,737,994 | $813,335,866 | +$49,464,831 | $93.08 | 231 |
| 2023 Q3 | 8,111,586 | $732,448,721 | +$70,752,282 | $90.30 | 238 |
| 2023 Q2 | 7,231,532 | $659,427,662 | -$191,583,287 | $91.19 | 230 |
| 2023 Q1 | 9,293,578 | $848,477,059 | +$1,516,312 | $91.31 | 223 |
| 2022 Q4 | 9,319,143 | $832,030,399 | +$47,716,072 | $89.26 | 229 |
| 2022 Q3 | 8,044,868 | $703,413,100 | +$20,869,899 | $87.35 | 208 |
| 2022 Q2 | 7,839,314 | $694,418,003 | -$208,686,233 | $88.53 | 212 |
| 2022 Q1 | 10,225,242 | $983,206,688 | -$153,401,231 | $96.21 | 233 |
| 2021 Q4 | 11,887,089 | $1,178,137,778 | -$260,580,446 | $99.11 | 261 |
| 2021 Q3 | 14,309,131 | $1,420,036,889 | -$157,478,338 | $99.24 | 249 |
| 2021 Q2 | 15,960,034 | $1,595,070,431 | +$315,503,958 | $99.94 | 247 |
| 2021 Q1 | 12,820,167 | $1,271,494,826 | -$119,882,890 | $99.18 | 245 |
| 2020 Q4 | 13,986,475 | $1,373,858,325 | +$721,320,883 | $98.22 | 249 |
| 2020 Q3 | 6,566,291 | $616,517,835 | -$64,515,249 | $93.81 | 224 |
| 2020 Q2 | 7,329,198 | $670,477,367 | -$10,972,296 | $91.27 | 200 |
| 2020 Q1 | 7,444,656 | $639,683,637 | -$173,025,422 | $85.75 | 212 |
| 2019 Q4 | 9,235,184 | $921,235,770 | -$155,662 | $99.73 | 240 |
| 2019 Q3 | 8,892,206 | $880,790,071 | +$131,647,610 | $99.76 | 231 |
| 2019 Q2 | 7,505,876 | $753,581,420 | -$251,001,826 | $100.40 | 226 |
| 2019 Q1 | 10,051,338 | $1,006,923,147 | +$366,290,053 | $100.19 | 248 |
| 2018 Q4 | 6,188,232 | $588,960,091 | -$271,199,226 | $95.12 | 208 |
| 2018 Q3 | 9,008,458 | $906,371,808 | +$37,709,240 | $100.63 | 223 |
| 2018 Q2 | 8,703,352 | $866,238,375 | -$25,463,491 | $99.53 | 214 |
| 2018 Q1 | 8,906,430 | $887,639,455 | +$101,277,277 | $99.66 | 215 |
| 2017 Q4 | 8,061,624 | $810,077,800 | -$199,801,439 | $100.48 | 218 |
| 2017 Q3 | 9,821,693 | $997,235,923 | -$32,656,746 | $101.54 | 203 |
| 2017 Q2 | 10,223,560 | $1,036,217,782 | +$20,188,968 | $101.36 | 205 |
| 2017 Q1 | 10,019,455 | $1,012,334,365 | -$517,218,701 | $101.06 | 189 |
| 2016 Q4 | 15,229,816 | $1,520,498,709 | +$260,919,124 | $99.86 | 188 |
| 2016 Q3 | 11,998,215 | $1,193,717,444 | -$184,516,148 | $99.50 | 161 |
| 2016 Q2 | 13,861,062 | $1,342,318,682 | +$41,704,680 | $96.84 | 157 |
| 2016 Q1 | 13,406,073 | $1,246,590,713 | +$96,988,220 | $92.96 | 160 |
| 2015 Q4 | 12,335,770 | $1,130,125,000 | -$113,869,622 | $91.62 | 162 |
| 2015 Q3 | 13,565,126 | $1,283,619,731 | -$373,276,557 | $94.62 | 169 |
| 2015 Q2 | 17,796,352 | $1,777,426,186 | +$24,352,786 | $99.87 | 187 |
| 2015 Q1 | 17,430,456 | $1,769,437,401 | +$12,379,233 | $101.51 | 191 |
| 2014 Q4 | 17,351,483 | $1,749,327,760 | -$441,097,982 | $100.83 | 184 |
| 2014 Q3 | 21,966,954 | $2,277,779,022 | -$859,078,628 | $103.65 | 175 |
| 2014 Q2 | 30,078,589 | $3,215,791,282 | +$76,922,394 | $106.87 | 186 |
| 2014 Q1 | 29,356,470 | $3,131,899,822 | +$785,699,545 | $106.61 | 182 |