| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 5.1% | $5,632,146 | 184,812 | First Trust Portfolios L.P. | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 9.8% | 356,788 | +0.84% | 0% | $10,873,111 |
| LPL Financial LLC | 9.6% | 349,004 | +15% | 0% | $10,635,892 |
| Coppell Advisory Solutions LLC | 7.3% | 265,139 | +7.8% | 0.88% | $8,081,528 |
| Cetera Investment Advisers | 5.6% | 205,440 | +28% | 0.01% | $6,260,790 |
| FIRST TRUST ADVISORS LP | 5.1% | 184,812 | +18% | 0% | $5,632,145 |
| ASSETMARK, INC | 4.1% | 149,149 | -13% | 0.01% | $4,545,316 |
| OSAIC HOLDINGS, INC. | 2.7% | 97,977 | -15% | 0% | $2,972,400 |
| CAPTRUST FINANCIAL ADVISORS | 2.5% | 89,707 | -23% | 0.01% | $2,733,821 |
| Cambridge Investment Research Advisors, Inc. | 2.1% | 76,003 | +7.3% | 0.01% | $2,316,000 |
| BENJAMIN EDWARDS INC | 2% | 71,522 | +16% | 0.02% | $2,180,195 |
| RAYMOND JAMES FINANCIAL INC | 1.8% | 65,534 | -1.9% | 0% | $1,997,149 |
| RFG Advisory, LLC | 1.7% | 61,886 | +2.7% | 0.04% | $1,885,973 |
| Bank of New York Mellon Corp | 1.5% | 53,266 | +0.51% | 0% | $1,623,285 |
| CreativeOne Wealth, LLC | 1.4% | 51,697 | -5.9% | 0.04% | $1,575,479 |
| IFP Advisors, Inc | 1.1% | 41,503 | +8.4% | 0.03% | $1,264,781 |
| Orion Porfolio Solutions, LLC | 1.1% | 39,979 | -0.61% | 0.01% | $1,218,366 |
| Simplicity Wealth,LLC | 0.82% | 29,784 | -69% | 0.05% | $907,655 |
| Pinnacle Family Advisors, LLC | 0.8% | 29,245 | +3.8% | 0.39% | $891,238 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.8% | 29,217 | -4.8% | 0% | $890,000 |
| GeoWealth Management, LLC | 0.75% | 27,297 | +3.4% | 0.03% | $831,875 |
| Janney Montgomery Scott LLC | 0.74% | 27,144 | +15% | 0% | $827,000 |
| Gateway Wealth Partners, LLC | 0.63% | 22,908 | -3.6% | 0.09% | $698,118 |
| AE Wealth Management LLC | 0.53% | 19,260 | +12% | 0% | $586,948 |
| Richmond Investment Services, LLC | 0.52% | 19,072 | -1.2% | 0.11% | $581,192 |
| NewEdge Wealth, LLC | 0.5% | 18,267 | +0.12% | 0.01% | $547,267 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 14,870 | $403,000 | -$36,614 | 2,710.15% | 1 |
| 2025 Q3 | 2,677,734 | $81,548,443 | +$374,602 | 3,047.5% | 64 |
| 2025 Q2 | 2,737,498 | $75,941,299 | +$3,928,354 | 2,775% | 63 |
| 2025 Q1 | 2,625,091 | $75,487,296 | +$6,665,687 | 2,892% | 68 |
| 2024 Q4 | 2,379,766 | $66,653,206 | -$21,163,861 | 2,801% | 68 |
| 2024 Q3 | 3,156,441 | $87,848,750 | -$6,056,732 | 2,783% | 70 |
| 2024 Q2 | 3,390,645 | $96,261,021 | -$16,104,407 | 2,841% | 76 |
| 2024 Q1 | 3,941,796 | $113,474,746 | -$29,859,414 | 2,879% | 79 |
| 2023 Q4 | 69,527 | $1,901,567 | +$489,782 | 2,735.13% | 2 |
| 2023 Q3 | 4,137,858 | $118,765,750 | -$10,231,520 | 2,870% | 80 |
| 2023 Q2 | 4,829,934 | $136,023,052 | +$3,549,797 | 2,816% | 80 |
| 2023 Q1 | 4,948,725 | $146,956,950 | -$12,130,182 | 2,970% | 86 |
| 2022 Q4 | 5,195,751 | $155,218,068 | +$30,799,170 | 2,988% | 72 |
| 2022 Q3 | 4,453,089 | $138,212,398 | +$33,322,393 | 3,107.54% | 75 |
| 2022 Q2 | 3,357,527 | $111,499,007 | +$6,821,551 | 3,336.24% | 76 |
| 2022 Q1 | 2,824,121 | $94,727,807 | +$21,280,743 | 3,385.42% | 64 |
| 2021 Q4 | 2,312,452 | $66,225,684 | +$2,990,223 | 2,876.47% | 58 |
| 2021 Q3 | 2,186,052 | $66,606,115 | +$1,231,037 | 3,059.11% | 53 |
| 2021 Q2 | 2,144,265 | $64,966,706 | +$8,859,960 | 3,039.51% | 59 |
| 2021 Q1 | 1,856,039 | $53,310,088 | +$7,176,137 | 2,886.1% | 51 |
| 2020 Q4 | 1,616,722 | $44,091,187 | +$8,900,182 | 2,727.49% | 40 |
| 2020 Q3 | 1,253,458 | $33,397,450 | +$6,576,392 | 2,667.29% | 31 |
| 2020 Q2 | 957,848 | $25,048,755 | +$4,062,977 | 2,615% | 29 |
| 2020 Q1 | 771,142 | $19,520,578 | +$6,207,783 | 2,531.84% | 29 |
| 2019 Q4 | 505,964 | $13,083,735 | -$20,626,135 | 2,589.67% | 25 |
| 2019 Q3 | 1,301,130 | $34,076,137 | +$554,590 | 2,618.39% | 30 |
| 2019 Q2 | 537,819 | $14,331,678 | +$1,905,743 | 2,665.43% | 24 |
| 2019 Q1 | 512,082 | $13,673,386 | +$3,655,671 | 2,670.56% | 25 |
| 2018 Q4 | 375,083 | $9,930,000 | +$4,063,389 | 2,646.07% | 22 |
| 2018 Q3 | 564,534 | $18,094,000 | +$2,936,740 | 2,890.97% | 17 |
| 2018 Q2 | 415,104 | $13,706,000 | +$394,562 | 2,912.52% | 13 |
| 2018 Q1 | 111,178 | $3,262,000 | +$221,965 | 2,935.8% | 17 |
| 2017 Q4 | 104,130 | $3,062,000 | +$937,619 | 2,936.51% | 13 |
| 2017 Q3 | 71,582 | $2,108,000 | +$562,890 | 2,941.77% | 7 |
| 2017 Q2 | 52,576 | $1,525,219 | -$67,835 | 2,900.19% | 8 |
| 2017 Q1 | 54,564 | $1,582,000 | +$134,196 | 2,897.84% | 4 |
| 2016 Q4 | 50,021 | $1,438,000 | -$1,269,251 | 2,875.97% | 4 |
| 2016 Q3 | 94,087 | $2,753,000 | -$124,297 | 2,926.02% | 1 |
| 2016 Q2 | 98,335 | $2,908,000 | +$2,908,002 | 2,957.24% | 1 |
| 2016 Q1 | 27,843 | $744,000 | $0 | 2,672.13% | 1 |