| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 26% | +16% | $26,441,689 | +$7,217,254 | 1,055,978 | +38% | First Trust Portfolios L.P. | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Maia Wealth LLC | 5.9% | 242,273 | -2.7% | 1% | $6,090,017 |
| OSAIC HOLDINGS, INC. | 5.2% | 213,617 | +195% | 0.01% | $5,274,465 |
| Cetera Investment Advisers | 3.5% | 144,966 | +15% | 0% | $3,629,949 |
| RAYMOND JAMES FINANCIAL INC | 2.8% | 115,302 | +9.2% | 0% | $2,887,162 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2.1% | 88,106 | -0.47% | 0.34% | $2,206,174 |
| ENVESTNET ASSET MANAGEMENT INC | 2.1% | 86,339 | -11% | 0% | $2,161,929 |
| TRUIST FINANCIAL CORP | 1.8% | 75,237 | -14% | 0% | $1,883,934 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.8% | 74,580 | -3% | 0% | $1,867,000 |
| Kestra Advisory Services, LLC | 1.6% | 67,599 | +4% | 0.01% | $1,692,679 |
| LPL Financial LLC | 1.6% | 63,884 | +9.6% | 0% | $1,599,655 |
| NewEdge Advisors, LLC | 1.5% | 61,373 | -62% | 0.01% | $1,536,786 |
| SECURED RETIREMENT ADVISORS, LLC | 1.3% | 52,703 | -7.2% | 0.74% | $1,319,683 |
| Harvest Investment Services, LLC | 1.2% | 48,540 | -90% | 0.24% | $1,215,442 |
| Global Assets Advisory, LLC | 1% | 42,435 | 0.32% | $1,062,572 | |
| NorthCrest Asset Manangement, LLC | 0.95% | 38,971 | +3.9% | 0.02% | $978,397 |
| Grantvest Financial Group LLC | 0.9% | 37,085 | +22% | 0.64% | $928,608 |
| Cambridge Investment Research Advisors, Inc. | 0.83% | 33,875 | -18% | 0% | $848,000 |
| Ignite Planners, LLC | 0.8% | 32,713 | +162% | 0.13% | $819,134 |
| Ameritas Investment Partners, Inc. | 0.7% | 28,720 | -5% | 0.02% | $719,149 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.6% | 24,743 | 0% | $619,565 | |
| CITADEL ADVISORS LLC | 0.6% | 24,722 | +85% | 0% | $619,039 |
| HARBOUR INVESTMENTS, INC. | 0.56% | 22,935 | -83% | 0.01% | $574,292 |
| Foundations Investment Advisors, LLC | 0.45% | 18,549 | 0% | 0.01% | $464,467 |
| WEALTHGARDEN F.S. LLC | 0.45% | 18,389 | -1.9% | 0.33% | $466,164 |
| Prospera Financial Services Inc | 0.41% | 16,939 | 0% | 0.01% | $424,161 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 39,611 | $1,027,385 | -$38,671 | 3,062.92% | 2 |
| 2025 Q3 | 1,854,447 | $46,391,761 | -$8,781,801 | 2,504% | 51 |
| 2025 Q2 | 2,203,854 | $51,580,303 | -$1,793,428 | 2,339% | 40 |
| 2025 Q1 | 2,283,288 | $51,209,198 | +$12,878,378 | 2,252% | 44 |
| 2024 Q4 | 1,635,388 | $38,542,747 | -$199,155 | 2,357.05% | 46 |
| 2024 Q3 | 1,589,488 | $37,143,777 | +$14,213,101 | 2,336.57% | 44 |
| 2024 Q2 | 987,643 | $21,482,695 | -$2,318,012 | 2,175.18% | 32 |
| 2024 Q1 | 1,073,853 | $23,538,527 | -$521,732 | 2,192% | 31 |
| 2023 Q4 | 24,687 | $523,863 | +$523,863 | 2,122.02% | 1 |
| 2023 Q3 | 417,673 | $8,203,453 | +$8,203,452 | 1,964% | 16 |