| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 10% | $285,912,833 | 4,845,159 | The PNC Financial Services Group, Inc. | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| PNC Financial Services Group, Inc. | 10% | 4,892,090 | 0.18% | $288,682,230 | |
| BANK OF NOVA SCOTIA | 4.3% | 2,030,450 | 0.21% | $119,816,855 | |
| CITADEL ADVISORS LLC | 2.3% | 1,086,309 | +4381% | 0.05% | $64,103,094 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2.1% | 1,000,000 | +7% | 0.05% | $58,200,000 |
| JANE STREET GROUP, LLC | 2.1% | 1,000,000 | 0.07% | $59,010,000 | |
| MEITAV INVESTMENT HOUSE LTD | 2.1% | 970,420 | 0% | 0.79% | $57,110,043 |
| FLOW TRADERS U.S. LLC | 1.7% | 795,123 | 1.9% | $46,920,000 | |
| OLD MISSION CAPITAL LLC | 1.4% | 673,195 | +3902% | 1.4% | $39,725,236 |
| Cetera Investment Advisers | 1.2% | 546,734 | +1753% | 0.04% | $32,262,773 |
| GOLDMAN SACHS GROUP INC | 0.9% | 423,478 | +56% | 0% | $24,989,437 |
| WELLS FARGO & COMPANY/MN | 0.78% | 365,621 | +1906% | 0% | $21,575,300 |
| Trek Financial, LLC | 0.68% | 319,405 | 1.1% | $18,848,089 | |
| Proficio Capital Partners LLC | 0.64% | 297,970 | +220% | 1.2% | $17,583,210 |
| UBS Group AG | 0.54% | 254,808 | +476% | 0% | $15,036,220 |
| BANQUE PICTET & CIE SA | 0.53% | 246,027 | +85% | 0.15% | $14,518,053 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.47% | 221,263 | 0.02% | $13,056,730 | |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.47% | 220,117 | +3.1% | 0.31% | $12,989,105 |
| BNP PARIBAS FINANCIAL MARKETS | 0.44% | 205,352 | 0% | 0.01% | $12,117,822 |
| GFG Capital, LLC | 0.41% | 192,838 | -0.46% | 3.9% | $11,379,370 |
| MORGAN STANLEY | 0.4% | 189,016 | +39% | 0% | $11,153,854 |
| JPMORGAN CHASE & CO | 0.32% | 150,116 | +440% | 0% | $8,858,405 |
| D. E. Shaw & Co., Inc. | 0.3% | 139,219 | +216% | 0.01% | $8,215,313 |
| BANK OF MONTREAL /CAN/ | 0.29% | 137,608 | +260% | 0% | $8,120,248 |
| Quadrature Capital Ltd | 0.27% | 124,840 | +624% | 0.09% | $7,369,305 |
| ENVESTNET ASSET MANAGEMENT INC | 0.24% | 113,134 | -11% | 0% | $6,676,011 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,648 | $340,375 | +$224,662 | 4,450.51% | 1 |
| 2025 Q3 | 17,581,544 | $1,036,095,864 | +$770,725,453 | 5,901% | 108 |
| 2025 Q2 | 4,673,398 | $207,964,152 | +$48,493,651 | 4,425% | 78 |
| 2025 Q1 | 3,365,352 | $149,150,669 | +$76,805,380 | 4,431% | 79 |
| 2024 Q4 | 1,616,120 | $63,653,987 | -$3,443,782 | 3,938% | 52 |
| 2024 Q3 | 1,546,960 | $63,815,351 | -$46,913,010 | 4,125% | 55 |
| 2024 Q2 | 3,149,436 | $105,646,700 | +$11,727,071 | 3,354% | 65 |
| 2024 Q1 | 2,806,356 | $89,996,950 | +$6,950,247 | 3,205% | 61 |
| 2023 Q4 | 2,437,012 | $87,594,890 | -$28,835,704 | 3,595% | 69 |
| 2023 Q3 | 3,586,939 | $130,418,332 | +$979,695 | 3,620% | 76 |
| 2023 Q2 | 3,568,883 | $141,542,201 | -$1,029,617 | 3,966% | 79 |
| 2023 Q1 | 3,336,959 | $155,311,015 | +$33,388,856 | 4,659% | 82 |
| 2022 Q4 | 2,766,815 | $120,082,882 | -$26,145,865 | 4,340% | 75 |
| 2022 Q3 | 3,395,430 | $123,480,887 | +$18,878,146 | 3,633.08% | 76 |
| 2022 Q2 | 2,781,749 | $140,336,452 | -$36,199,650 | 5,045.71% | 95 |
| 2022 Q1 | 3,536,708 | $166,075,811 | -$70,226,536 | 4,694.89% | 94 |
| 2021 Q4 | 4,917,242 | $305,422,504 | +$9,403,757 | 6,212.8% | 114 |
| 2021 Q3 | 4,575,223 | $301,053,326 | -$12,095,672 | 6,577.93% | 120 |
| 2021 Q2 | 4,716,866 | $397,089,062 | +$35,928,720 | 8,419.96% | 128 |
| 2021 Q1 | 4,303,299 | $350,466,585 | +$17,057,629 | 8,144.83% | 133 |
| 2020 Q4 | 3,997,699 | $329,299,086 | +$58,533,444 | 8,232.93% | 116 |
| 2020 Q3 | 3,329,735 | $230,235,326 | +$15,433,868 | 6,916.26% | 98 |
| 2020 Q2 | 3,126,419 | $195,770,900 | -$41,983,761 | 6,347.84% | 90 |
| 2020 Q1 | 3,842,249 | $184,055,156 | +$83,694,601 | 4,787.73% | 92 |
| 2019 Q4 | 2,012,233 | $105,794,256 | +$9,000,106 | 5,258% | 87 |
| 2019 Q3 | 1,784,211 | $81,645,074 | +$428,554 | 4,575.67% | 73 |
| 2019 Q2 | 1,775,137 | $80,496,641 | -$5,059,132 | 4,534.5% | 69 |
| 2019 Q1 | 1,857,063 | $91,200,429 | -$49,951,276 | 4,910.96% | 77 |
| 2018 Q4 | 3,160,154 | $124,452,389 | +$70,836,484 | 3,936.91% | 59 |
| 2018 Q3 | 1,331,233 | $63,919,105 | -$2,194,668 | 4,804.73% | 53 |
| 2018 Q2 | 1,387,283 | $77,130,439 | +$77,065,430 | 5,561.24% | 49 |