| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 7.1% | $14,848,486 | 1,561,355 | Morgan Stanley | 31 Dec 2024 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 9.8% | 2,151,629 | +0.14% | 1.2% | $21,645,389 |
| MORGAN STANLEY | 7.6% | 1,673,091 | -4.2% | 0% | $16,831,295 |
| Pathstone Holdings, LLC | 4.1% | 894,639 | +8.6% | 0.03% | $9,000,066 |
| GUGGENHEIM CAPITAL LLC | 2.1% | 460,227 | +47% | 0.03% | $4,629,884 |
| SIT INVESTMENT ASSOCIATES INC | 1.8% | 395,190 | +9.2% | 0.08% | $3,976,000 |
| Advisors Asset Management, Inc. | 1.7% | 384,339 | +39% | 0.07% | $3,866,450 |
| Hennion & Walsh Asset Management, Inc. | 1.6% | 355,611 | +9% | 0.13% | $3,577,447 |
| Fiera Capital Corp | 1.3% | 295,602 | -0.63% | 0.01% | $2,973,756 |
| Invesco Ltd. | 0.87% | 191,344 | -15% | 0% | $1,924,921 |
| VAN ECK ASSOCIATES CORP | 0.72% | 159,062 | +15% | 0% | $1,600,000 |
| RAYMOND JAMES FINANCIAL INC | 0.61% | 134,819 | +22% | 0% | $1,356,275 |
| Atala Financial Inc | 0.58% | 128,568 | +140% | 0.82% | $1,293,394 |
| LPL Financial LLC | 0.5% | 109,161 | -5.9% | 0% | $1,098,168 |
| Logan Stone Capital, LLC | 0.48% | 106,510 | -18% | 0.49% | $1,071,491 |
| BANK OF AMERICA CORP /DE/ | 0.44% | 96,950 | -2.6% | 0% | $975,317 |
| COHEN & STEERS, INC. | 0.36% | 80,000 | +33% | 0% | $805,000 |
| Capital Investment Advisors, LLC | 0.32% | 70,988 | -2.3% | 0.01% | $714,140 |
| WELLS FARGO & COMPANY/MN | 0.3% | 67,019 | -4.7% | 0% | $674,212 |
| Bank of New York Mellon Corp | 0.28% | 61,878 | +5.1% | 0% | $622,494 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 0.27% | 60,430 | -1.8% | 0.01% | $607,926 |
| ROYAL BANK OF CANADA | 0.27% | 59,709 | -3.7% | 0% | $601,000 |
| AMERIPRISE FINANCIAL INC | 0.22% | 49,000 | -3.9% | 0% | $492,940 |
| RIVERBRIDGE PARTNERS LLC | 0.22% | 47,499 | +3.5% | 0.01% | $477,835 |
| WHITEBOX ADVISORS LLC | 0.21% | 46,481 | -12% | 0.01% | $467,599 |
| Westchester Capital Management, LLC | 0.2% | 43,988 | 0% | 0.02% | $442,520 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 36,191 | $362,996 | +$6,018 | 1,003.01% | 2 |
| 2025 Q3 | 8,662,283 | $87,121,366 | -$527,911 | 1,006% | 60 |
| 2025 Q2 | 8,677,562 | $83,129,932 | +$2,933,486 | 958% | 61 |
| 2025 Q1 | 8,408,302 | $84,324,454 | +$900,459 | 1,000% | 62 |
| 2024 Q4 | 8,337,981 | $83,433,965 | -$7,255,612 | 1,000% | 62 |
| 2024 Q3 | 8,874,613 | $94,840,384 | -$1,499,013 | 1,069% | 64 |
| 2024 Q2 | 9,110,978 | $92,942,507 | +$2,770,992 | 1,020% | 66 |
| 2024 Q1 | 8,837,770 | $89,917,500 | +$3,593,211 | 1,018% | 59 |
| 2023 Q4 | 33,937 | $340,053 | +$116,507 | 1,002.02% | 2 |
| 2023 Q3 | 8,184,431 | $71,849,562 | +$8,277,275 | 878% | 53 |
| 2023 Q2 | 7,163,291 | $69,552,650 | +$7,224,927 | 971% | 55 |
| 2023 Q1 | 6,373,088 | $63,936,706 | +$6,034,194 | 1,004% | 52 |
| 2022 Q4 | 5,851,905 | $58,242,597 | +$8,944,829 | 995% | 53 |
| 2022 Q3 | 4,901,220 | $47,645,333 | +$172,030 | 972.14% | 36 |
| 2022 Q2 | 4,871,864 | $53,691,645 | +$1,327,737 | 1,102.02% | 37 |
| 2022 Q1 | 4,817,006 | $58,264,902 | +$1,126,786 | 1,209.15% | 44 |
| 2021 Q4 | 4,715,948 | $66,118,365 | +$1,041,641 | 1,401.97% | 47 |
| 2021 Q3 | 4,598,980 | $63,476,312 | -$6,853,794 | 1,380.04% | 47 |
| 2021 Q2 | 5,134,301 | $71,938,362 | +$131,178 | 1,400.99% | 50 |
| 2021 Q1 | 5,117,131 | $68,584,616 | -$1,300,591 | 1,340% | 53 |
| 2020 Q4 | 5,224,952 | $71,311,000 | -$2,043,590 | 1,365% | 53 |
| 2020 Q3 | 5,369,554 | $68,409,000 | -$678,703 | 1,273.88% | 47 |
| 2020 Q2 | 6,118,272 | $75,803,000 | -$3,828,952 | 1,239.01% | 48 |
| 2020 Q1 | 5,409,279 | $64,910,000 | +$2,954,009 | 1,200% | 50 |
| 2019 Q4 | 5,117,259 | $64,529,000 | +$3,661,617 | 1,260.99% | 53 |
| 2019 Q3 | 4,800,753 | $61,325,127 | +$1,910,231 | 1,277.15% | 54 |
| 2019 Q2 | 4,631,390 | $58,246,000 | +$2,123,178 | 1,257.95% | 49 |
| 2019 Q1 | 4,487,575 | $55,190,000 | -$2,832,247 | 1,229.93% | 47 |
| 2018 Q4 | 4,589,579 | $52,647,000 | +$6,877,181 | 1,146.92% | 43 |
| 2018 Q3 | 3,979,271 | $47,991,000 | +$1,594,939 | 1,206.01% | 51 |
| 2018 Q2 | 3,847,291 | $47,053,000 | +$7,778,628 | 1,223.01% | 50 |
| 2018 Q1 | 3,210,787 | $39,426,000 | +$6,235,891 | 1,225.14% | 46 |
| 2017 Q4 | 2,695,875 | $37,499,000 | +$136,969 | 1,391.02% | 37 |
| 2017 Q3 | 2,685,927 | $37,412,000 | -$2,586,808 | 1,392.98% | 39 |
| 2017 Q2 | 2,872,733 | $39,160,299 | -$3,092,737 | 1,362.99% | 42 |
| 2017 Q1 | 3,090,813 | $40,954,000 | +$1,646,145 | 1,325.01% | 40 |
| 2016 Q4 | 2,969,006 | $40,053,000 | +$2,662,188 | 1,349.02% | 39 |
| 2016 Q3 | 2,734,264 | $40,361,000 | -$743,647 | 1,476.76% | 35 |
| 2016 Q2 | 2,783,385 | $41,401,000 | -$3,621,317 | 1,487.01% | 37 |
| 2016 Q1 | 3,049,377 | $42,763,040 | -$8,413,655 | 1,402.07% | 42 |
| 2015 Q4 | 3,559,223 | $48,443,000 | +$573,690 | 1,361.03% | 42 |
| 2015 Q3 | 3,613,837 | $47,812,000 | -$3,226,576 | 1,323.12% | 37 |
| 2015 Q2 | 3,860,780 | $49,460,768 | +$643,198 | 1,281.02% | 37 |
| 2015 Q1 | 3,792,738 | $52,149,560 | -$3,890,041 | 1,374.99% | 37 |
| 2014 Q4 | 4,075,516 | $54,924,710 | +$8,602,592 | 1,347.97% | 45 |
| 2014 Q3 | 3,530,685 | $46,889,695 | +$1,874,637 | 1,328.01% | 46 |
| 2014 Q2 | 3,406,746 | $45,137,685 | +$5,695,987 | 1,324.79% | 41 |
| 2014 Q1 | 2,965,996 | $37,782,294 | +$5,144,424 | 1,273.72% | 42 |