| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 5.6% | $12,479,035 | 1,241,695 | Sit Investment Associates, Inc. | 31 Dec 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 6.5% | 1,448,205 | +1.5% | 0.83% | $14,525,496 |
| MACKAY SHIELDS LLC | 4.6% | 1,026,805 | 0% | 0.35% | $10,298,854 |
| SIT INVESTMENT ASSOCIATES INC | 4.2% | 931,170 | +96% | 0.19% | $9,340,000 |
| RAYMOND JAMES FINANCIAL INC | 3% | 674,204 | +10% | 0% | $6,762,269 |
| Karpus Management, Inc. | 1.7% | 369,564 | +6.2% | 0.12% | $3,706,727 |
| Hennion & Walsh Asset Management, Inc. | 1.6% | 359,217 | +8.7% | 0.13% | $3,602,947 |
| GUGGENHEIM CAPITAL LLC | 1.5% | 330,377 | -23% | 0.02% | $3,313,681 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 1.5% | 322,046 | -45% | 2.3% | $3,230,121 |
| Pathstone Holdings, LLC | 1.3% | 279,215 | +9.8% | 0.01% | $2,800,527 |
| BANK OF AMERICA CORP /DE/ | 0.94% | 208,799 | -12% | 0% | $2,094,257 |
| Fiera Capital Corp | 0.8% | 176,805 | -0.87% | 0.01% | $1,773,354 |
| VAN ECK ASSOCIATES CORP | 0.66% | 145,555 | +4.3% | 0% | $1,460,000 |
| StoneX Group Inc. | 0.65% | 143,716 | -2% | 0.06% | $1,445,590 |
| MORGAN STANLEY | 0.63% | 140,658 | -0.04% | 0% | $1,410,802 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.39% | 86,366 | -18% | 0.01% | $866,250 |
| COHEN & STEERS, INC. | 0.37% | 82,000 | +49% | 0% | $822,000 |
| WELLS FARGO & COMPANY/MN | 0.35% | 77,802 | +63% | 0% | $780,346 |
| LPL Financial LLC | 0.26% | 57,642 | -28% | 0% | $578,151 |
| Freestone Capital Holdings, LLC | 0.22% | 48,600 | 0% | 0.01% | $487,458 |
| Advisors Asset Management, Inc. | 0.21% | 46,939 | -68% | 0.01% | $470,798 |
| Concurrent Investment Advisors, LLC | 0.2% | 43,680 | -0.73% | 0.01% | $438,111 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 0.19% | 42,650 | -3% | 0.01% | $427,780 |
| Mystic Asset Management, Inc. | 0.19% | 42,000 | 0% | 0.1% | $421,260 |
| Whipplewood Advisors, LLC | 0.16% | 35,014 | +3.4% | 0.23% | $351,190 |
| AMERIPRISE FINANCIAL INC | 0.15% | 33,825 | +4.9% | 0% | $339,265 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 41,636 | $418,442 | +$73,918 | 1,005% | 3 |
| 2025 Q3 | 7,776,828 | $78,026,343 | +$1,550,306 | 1,003% | 74 |
| 2025 Q2 | 7,607,086 | $73,330,984 | +$4,175,189 | 964% | 70 |
| 2025 Q1 | 7,188,369 | $72,234,432 | +$1,589,997 | 1,000% | 68 |
| 2024 Q4 | 7,076,516 | $69,779,825 | +$4,279,459 | 986% | 74 |
| 2024 Q3 | 6,583,985 | $71,229,059 | -$168,696 | 1,082% | 68 |
| 2024 Q2 | 6,607,370 | $67,968,905 | -$2,030,621 | 1,029% | 70 |
| 2024 Q1 | 6,799,553 | $71,161,868 | -$1,427,973 | 1,051% | 67 |
| 2023 Q4 | 6,798,272 | $70,374,822 | +$3,351,853 | 1,035% | 62 |
| 2023 Q3 | 6,706,109 | $59,715,684 | +$1,877,258 | 899% | 65 |
| 2023 Q2 | 6,491,676 | $65,311,664 | +$3,877,996 | 1,006% | 63 |
| 2023 Q1 | 6,105,386 | $63,249,535 | +$3,278,570 | 1,037% | 60 |
| 2022 Q4 | 5,811,959 | $59,430,907 | +$9,793,534 | 1,022% | 63 |
| 2022 Q3 | 4,772,957 | $47,835,527 | -$1,513,163 | 1,002.87% | 55 |
| 2022 Q2 | 4,727,096 | $54,176,877 | -$5,808,911 | 1,146% | 53 |
| 2022 Q1 | 5,429,250 | $65,926,804 | +$3,866,639 | 1,214.89% | 64 |
| 2021 Q4 | 5,089,770 | $73,804,627 | -$86,249 | 1,450% | 61 |
| 2021 Q3 | 5,043,477 | $72,579,157 | -$4,010,748 | 1,439.01% | 58 |
| 2021 Q2 | 5,293,364 | $76,706,383 | -$4,066,850 | 1,449.02% | 54 |
| 2021 Q1 | 5,606,476 | $77,775,101 | -$5,637,416 | 1,388% | 56 |
| 2020 Q4 | 5,905,120 | $82,620,385 | -$1,870,610 | 1,398.09% | 55 |
| 2020 Q3 | 6,045,589 | $79,075,365 | -$5,564,873 | 1,307.99% | 56 |
| 2020 Q2 | 7,594,384 | $97,032,669 | -$8,574,308 | 1,277.08% | 59 |
| 2020 Q1 | 6,451,020 | $79,663,336 | +$570,179 | 1,235.02% | 62 |
| 2019 Q4 | 6,337,450 | $82,390,185 | -$560,637 | 1,300.09% | 63 |
| 2019 Q3 | 6,379,220 | $82,780,955 | +$1,857,617 | 1,296.97% | 60 |
| 2019 Q2 | 6,259,616 | $78,626,000 | -$2,277,504 | 1,255.82% | 59 |
| 2019 Q1 | 6,443,463 | $79,253,000 | +$15,992,702 | 1,229.94% | 54 |
| 2018 Q4 | 5,101,425 | $58,319,000 | +$8,840,503 | 1,143.04% | 50 |
| 2018 Q3 | 4,297,860 | $50,461,000 | +$6,900,755 | 1,174% | 50 |
| 2018 Q2 | 3,710,484 | $44,922,000 | +$3,136,197 | 1,211.25% | 55 |
| 2018 Q1 | 3,449,944 | $41,803,000 | +$6,699,161 | 1,212.05% | 48 |
| 2017 Q4 | 2,890,994 | $37,873,000 | +$2,150,708 | 1,310.15% | 45 |
| 2017 Q3 | 2,703,538 | $36,063,000 | -$4,801,939 | 1,333.94% | 37 |
| 2017 Q2 | 3,042,540 | $39,923,000 | -$3,792,277 | 1,312.27% | 41 |
| 2017 Q1 | 3,328,136 | $42,565,000 | +$6,940,815 | 1,278.8% | 43 |
| 2016 Q4 | 2,785,515 | $35,688,000 | +$5,431,919 | 1,281.11% | 45 |
| 2016 Q3 | 2,330,885 | $33,044,000 | +$4,943,465 | 1,417.74% | 37 |
| 2016 Q2 | 1,981,586 | $28,704,000 | +$2,138,239 | 1,448.09% | 33 |
| 2016 Q1 | 1,832,895 | $25,651,000 | -$1,748,752 | 1,398.99% | 35 |
| 2015 Q4 | 1,904,603 | $25,306,000 | +$3,565,191 | 1,328.11% | 36 |
| 2015 Q3 | 1,707,620 | $21,754,000 | -$1,317,520 | 1,274.07% | 33 |
| 2015 Q2 | 1,812,340 | $22,831,000 | -$519,538 | 1,259.74% | 36 |
| 2015 Q1 | 1,919,325 | $25,757,000 | -$1,892,011 | 1,341.87% | 37 |
| 2014 Q4 | 1,991,726 | $26,272,000 | -$439,480 | 1,319.26% | 35 |
| 2014 Q3 | 2,017,776 | $25,805,000 | +$974,428 | 1,278.73% | 35 |
| 2014 Q2 | 1,950,641 | $24,945,000 | -$1,925,196 | 1,278.92% | 36 |
| 2014 Q1 | 2,087,700 | $26,095,000 | -$2,479,807 | 1,249.93% | 35 |