| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 10% | $102,739,569 | 6,322,435 | Sit Investment Associates, Inc. | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 10% | 6,322,435 | +5.8% | 2.1% | $104,952,000 |
| Gridiron Partners, LLC | 10% | 6,200,851 | 0% | 0.73% | $540,015 |
| MORGAN STANLEY | 8.1% | 5,044,381 | +1.1% | 0.01% | $83,736,736 |
| Eagle Bluffs Wealth Management LLC | 3.3% | 2,059,825 | +8.4% | 15% | $34,193,095 |
| BANK OF AMERICA CORP /DE/ | 1.7% | 1,048,712 | +59% | 0% | $17,408,622 |
| RAYMOND JAMES FINANCIAL INC | 1.5% | 938,902 | +4.4% | 0.01% | $15,585,771 |
| UBS Group AG | 1.3% | 807,344 | -30% | 0% | $13,401,910 |
| LPL Financial LLC | 1.3% | 805,631 | +35% | 0% | $13,373,467 |
| Invesco Ltd. | 1.3% | 787,730 | +2% | 0% | $13,076,318 |
| Focused Wealth Management, Inc | 1.2% | 717,764 | +8.3% | 1.3% | $11,914,888 |
| WELLS FARGO & COMPANY/MN | 1.1% | 706,433 | +11% | 0% | $11,726,782 |
| M&T Bank Corp | 1% | 643,234 | +5.2% | 0.04% | $10,677,334 |
| ROYAL BANK OF CANADA | 0.98% | 605,356 | +12% | 0% | $10,048,000 |
| AMERIPRISE FINANCIAL INC | 0.61% | 379,145 | -4.8% | 0% | $6,293,808 |
| 1607 Capital Partners, LLC | 0.37% | 231,600 | -4.3% | 0.29% | $3,844,560 |
| StoneX Group Inc. | 0.31% | 194,962 | +0.99% | 0.14% | $3,236,375 |
| Kovitz Investment Group Partners, LLC | 0.29% | 177,639 | +1% | 0.01% | $2,948,811 |
| Intellectus Partners, LLC | 0.28% | 174,277 | -1.1% | 0.56% | $2,892,997 |
| OSAIC HOLDINGS, INC. | 0.27% | 164,429 | -18% | 0% | $2,711,989 |
| Broyhill Asset Management, LLC | 0.26% | 163,948 | -3% | 2.4% | $2,721,537 |
| HighTower Advisors, LLC | 0.25% | 152,682 | +1.3% | 0% | $2,534,495 |
| BENJAMIN EDWARDS INC | 0.19% | 117,545 | -0.87% | 0.02% | $1,951,218 |
| ENVESTNET ASSET MANAGEMENT INC | 0.18% | 113,149 | -11% | 0% | $1,878,277 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.16% | 102,183 | -18% | 0% | $1,696,000 |
| PARK AVENUE SECURITIES LLC | 0.16% | 100,499 | -12% | 0.01% | $1,668,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 158,519 | $2,586,989 | +$41,171 | $16.32 | 3 |
| 2025 Q3 | 30,812,428 | $409,070,900 | +$14,020,924 | $16.60 | 115 |
| 2025 Q2 | 23,783,573 | $383,152,692 | +$15,023,126 | $16.11 | 117 |
| 2025 Q1 | 22,946,509 | $382,744,675 | +$14,169,784 | $16.68 | 115 |
| 2024 Q4 | 22,306,723 | $359,726,094 | +$25,127,920 | $16.12 | 119 |
| 2024 Q3 | 20,138,212 | $358,722,235 | -$6,408,231 | $17.82 | 125 |
| 2024 Q2 | 20,738,640 | $339,105,190 | +$9,581,276 | $16.35 | 122 |
| 2024 Q1 | 20,121,712 | $328,791,869 | +$5,490,002 | $16.34 | 113 |
| 2023 Q4 | 10,500 | $170,730 | $16.26 | 1 | |
| 2023 Q3 | 18,813,365 | $285,196,881 | +$30,569,432 | $15.16 | 123 |
| 2023 Q2 | 13,552,753 | $224,826,757 | -$700,213 | $16.59 | 124 |
| 2023 Q1 | 16,503,977 | $295,810,459 | +$6,303,539 | $17.92 | 121 |
| 2022 Q4 | 16,206,148 | $272,843,589 | +$12,186,005 | $16.84 | 122 |
| 2022 Q3 | 15,638,310 | $257,031,887 | -$4,314,079 | $16.43 | 114 |
| 2022 Q2 | 15,748,918 | $301,562,973 | +$8,944,187 | $19.16 | 129 |
| 2022 Q1 | 15,073,749 | $331,854,385 | -$14,618,813 | $22.02 | 125 |
| 2021 Q4 | 15,438,165 | $403,969,218 | -$9,234 | $26.18 | 142 |
| 2021 Q3 | 14,770,764 | $380,380,581 | +$6,726,366 | $25.75 | 123 |
| 2021 Q2 | 14,506,357 | $374,135,548 | +$13,177,747 | $25.78 | 128 |
| 2021 Q1 | 13,999,846 | $345,092,992 | +$19,560,403 | $24.65 | 128 |
| 2020 Q4 | 13,106,071 | $353,304,346 | +$11,048,649 | $26.96 | 130 |
| 2020 Q3 | 11,463,044 | $297,040,981 | -$13,218,282 | $25.92 | 114 |
| 2020 Q2 | 12,091,632 | $301,474,300 | +$26,068,313 | $24.92 | 110 |
| 2020 Q1 | 11,026,799 | $240,206,617 | +$7,170,640 | $21.80 | 105 |
| 2019 Q4 | 10,678,312 | $259,909,282 | +$13,115,313 | $24.34 | 102 |
| 2019 Q3 | 9,954,816 | $245,775,847 | +$36,406,646 | $24.72 | 99 |
| 2019 Q2 | 8,468,873 | $200,906,380 | +$6,364,019 | $23.72 | 102 |
| 2019 Q1 | 8,340,572 | $187,058,027 | -$6,756,781 | $22.43 | 100 |
| 2018 Q4 | 8,636,300 | $181,595,471 | +$22,360,710 | $21.02 | 104 |
| 2018 Q3 | 6,995,660 | $148,250,196 | -$6,661,208 | $21.20 | 93 |
| 2018 Q2 | 7,566,799 | $167,193,625 | -$3,046,393 | $22.10 | 96 |
| 2018 Q1 | 7,308,364 | $164,601,814 | -$5,631,701 | $22.52 | 94 |
| 2017 Q4 | 7,586,651 | $175,709,945 | +$3,053,097 | $23.19 | 105 |
| 2017 Q3 | 6,225,542 | $145,475,250 | +$489,029 | $23.37 | 95 |
| 2017 Q2 | 6,189,024 | $141,767,471 | +$1,924,166 | $22.91 | 99 |
| 2017 Q1 | 7,278,809 | $162,992,140 | -$2,742,610 | $22.39 | 89 |
| 2016 Q4 | 7,364,415 | $159,277,400 | -$5,360,867 | $21.60 | 93 |
| 2016 Q3 | 7,424,643 | $177,837,672 | -$5,223,399 | $23.97 | 85 |
| 2016 Q2 | 7,620,798 | $185,973,471 | -$1,745,351 | $24.38 | 84 |
| 2016 Q1 | 7,658,793 | $176,168,668 | +$3,974,561 | $22.99 | 79 |
| 2015 Q4 | 7,546,786 | $158,126,116 | +$12,391,284 | $20.98 | 76 |
| 2015 Q3 | 6,940,651 | $140,064,756 | +$10,204,867 | $20.18 | 75 |
| 2015 Q2 | 6,435,323 | $127,943,852 | -$8,219,752 | $19.87 | 71 |
| 2015 Q1 | 6,760,911 | $153,262,967 | -$10,756,686 | $22.67 | 68 |
| 2014 Q4 | 7,230,271 | $160,207,372 | +$6,975,950 | $22.16 | 74 |
| 2014 Q3 | 6,791,537 | $142,807,071 | -$9,047,636 | $21.02 | 72 |
| 2014 Q2 | 7,193,923 | $156,105,572 | -$40,212,267 | $21.70 | 66 |
| 2014 Q1 | 9,106,164 | $184,300,828 | +$6,525,754 | $20.24 | 71 |