| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 0% | -100% | $2,052 | -$24,098,506 | 35 | -100% | First Trust Portfolios L.P. | 30 Jun 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Crumly & Associates Inc. | 4.5% | 184,439 | +5.2% | 2.3% | $10,498,387 |
| Kestra Advisory Services, LLC | 4.4% | 180,890 | +0.87% | 0.05% | $10,296,379 |
| LPL Financial LLC | 4.3% | 174,928 | -22% | 0% | $9,957,026 |
| Cetera Investment Advisers | 3.7% | 150,178 | +45% | 0.01% | $8,548,306 |
| Archer Investment Corp | 3.5% | 144,516 | +0.73% | 1.9% | $8,225,954 |
| Geneos Wealth Management Inc. | 3.3% | 133,901 | +8.2% | 0.19% | $7,621,669 |
| StoneX Group Inc. | 2.9% | 117,285 | +1.1% | 0.29% | $6,675,936 |
| JANE STREET GROUP, LLC | 1.4% | 59,213 | -19% | 0% | $3,370,451 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.98% | 39,978 | +156% | 0% | $2,275,580 |
| RAYMOND JAMES FINANCIAL INC | 0.94% | 38,548 | -70% | 0% | $2,194,157 |
| Purus Wealth Management, LLC | 0.91% | 37,444 | +0.57% | 0.68% | $2,131,319 |
| Merkkuri Wealth Advisors LLC | 0.83% | 34,074 | +5.1% | 1.4% | $1,939,529 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.82% | 33,792 | +4.8% | 0.03% | $1,923,447 |
| Cambridge Investment Research Advisors, Inc. | 0.82% | 33,418 | +4.1% | 0.01% | $1,902,000 |
| FLOW TRADERS U.S. LLC | 0.81% | 33,104 | 0.08% | $1,884,000 | |
| PRIVATE CLIENT SERVICES, LLC | 0.79% | 32,476 | +29% | 0.62% | $1,848,560 |
| ENVESTNET ASSET MANAGEMENT INC | 0.62% | 25,220 | -3.1% | 0% | $1,435,515 |
| OSAIC HOLDINGS, INC. | 0.57% | 23,166 | +0.09% | 0% | $1,318,184 |
| Equitable Holdings, Inc. | 0.55% | 22,714 | +41% | 0.01% | $1,292,899 |
| STIFEL FINANCIAL CORP | 0.48% | 19,856 | +22% | 0% | $1,130,222 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.47% | 19,062 | +0.11% | 0% | $1,085,000 |
| Clear Creek Financial Management, LLC | 0.46% | 18,756 | -0.48% | 0.09% | $1,067,607 |
| AMERIPRISE FINANCIAL INC | 0.44% | 18,161 | 0% | $1,033,738 | |
| Ameritas Investment Partners, Inc. | 0.43% | 17,502 | +26% | 0.03% | $996,205 |
| COTTONWOOD CAPITAL ADVISORS, LLC | 0.37% | 15,325 | -2.6% | 0.64% | $872,314 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 28,088 | $1,638,123 | -$260,239 | 5,832.11% | 1 |
| 2025 Q3 | 1,771,185 | $100,819,328 | -$9,921,737 | 5,692.08% | 65 |
| 2025 Q2 | 1,946,393 | $116,727,724 | -$23,657,967 | 5,997% | 67 |
| 2025 Q1 | 2,386,063 | $133,055,514 | -$45,727,744 | 5,576% | 66 |
| 2024 Q4 | 3,217,869 | $180,287,922 | +$4,795,121 | 5,599% | 81 |
| 2024 Q3 | 3,117,295 | $202,105,137 | +$19,087,268 | 6,484% | 79 |
| 2024 Q2 | 2,853,786 | $172,058,812 | +$19,967,755 | 6,028% | 65 |
| 2024 Q1 | 2,510,457 | $142,981,186 | +$45,899,885 | 5,696% | 56 |
| 2023 Q4 | 14,114 | $763,003 | 5,406.02% | 2 | |
| 2023 Q3 | 1,754,848 | $85,351,364 | -$12,731,725 | 4,864% | 34 |
| 2023 Q2 | 2,029,754 | $97,077,735 | +$4,771,730 | 4,783% | 27 |
| 2023 Q1 | 1,956,167 | $82,188,564 | +$17,869,834 | 4,199.01% | 28 |
| 2022 Q4 | 1,511,189 | $65,995,109 | +$26,113,405 | 4,367% | 25 |
| 2022 Q3 | 913,686 | $39,130,669 | -$3,930,551 | 4,282.99% | 20 |
| 2022 Q2 | 1,008,738 | $41,581,000 | -$2,947,183 | 4,121.96% | 16 |
| 2022 Q1 | 1,058,080 | $48,488,000 | -$2,501,453 | 4,586% | 15 |
| 2021 Q4 | 1,116,893 | $53,486,000 | -$19,215,670 | 4,787.65% | 18 |
| 2021 Q3 | 1,498,933 | $73,738,000 | -$1,484,013 | 4,919.59% | 14 |
| 2021 Q2 | 1,529,112 | $68,586,000 | +$67,155,839 | 4,485.57% | 11 |
| 2021 Q1 | 31,753 | $1,346,000 | +$284,882 | 4,212.28% | 4 |
| 2020 Q4 | 24,947 | $957,000 | +$477,145 | 3,804.88% | 3 |
| 2020 Q3 | 13,805 | $427,000 | -$49,216 | 3,069.38% | 4 |
| 2020 Q2 | 15,429 | $434,000 | -$612,738 | 2,827% | 2 |
| 2020 Q1 | 43,648 | $991,000 | -$414,392 | 2,270.94% | 4 |
| 2019 Q4 | 48,696 | $1,714,000 | -$12,141 | 3,520.32% | 6 |
| 2019 Q3 | 49,079 | $1,659,000 | -$231,637 | 3,372.32% | 7 |
| 2019 Q2 | 55,870 | $2,067,000 | -$141,911 | 3,691.27% | 6 |
| 2019 Q1 | 59,702 | $2,253,000 | +$71,531 | 3,731.03% | 6 |
| 2018 Q4 | 58,311 | $2,081,000 | -$37,847 | 3,524% | 6 |
| 2018 Q3 | 59,413 | $2,051,000 | -$322,416 | 3,442.14% | 7 |
| 2018 Q2 | 67,625 | $2,462,000 | +$2,461,999 | 3,620.18% | 5 |