| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| LEUTHOLD GROUP, LLC | 1.4% | $6,032,684 | 94,571 | LEUTHOLD GROUP, LLC | 31 Jan 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 13% | 873,917 | +0.23% | 0.21% | $54,366,377 |
| JANE STREET GROUP, LLC | 5.6% | 375,893 | -50% | 0.03% | $23,384,303 |
| CIBC WORLD MARKET INC. | 2% | 135,643 | +26% | 0.02% | $8,438,351 |
| MORGAN STANLEY | 1.9% | 124,583 | +11% | 0% | $7,750,345 |
| Truffle Hound Capital, LLC | 1.5% | 100,000 | 3.9% | $6,221,000 | |
| LEUTHOLD GROUP, LLC | 1.4% | 93,481 | -31% | 0.64% | $5,815,453 |
| Private Wealth Advisors, LLC | 1.2% | 78,841 | -0.89% | 1.8% | $4,904,699 |
| GOLDMAN SACHS GROUP INC | 1% | 68,448 | +37% | 0% | $4,258,150 |
| HOLLENCREST CAPITAL MANAGEMENT | 0.89% | 60,000 | 0% | 0.14% | $3,732,600 |
| Pekin Hardy Strauss, Inc. | 0.87% | 58,224 | -5.9% | 0.36% | $3,622,115 |
| Advisory Services Network, LLC | 0.83% | 55,446 | -0.26% | 0.05% | $3,449,275 |
| Hara Capital LLC | 0.79% | 53,254 | -5.2% | 2% | $3,312,931 |
| UBS Group AG | 0.63% | 42,200 | -12% | 0% | $2,625,262 |
| LPL Financial LLC | 0.58% | 39,220 | -24% | 0% | $2,439,876 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.53% | 35,516 | -25% | 0.05% | $2,209,451 |
| MGO ONE SEVEN LLC | 0.46% | 31,007 | +7.1% | 0.04% | $1,928,945 |
| CAPTRUST FINANCIAL ADVISORS | 0.45% | 30,136 | +6.2% | 0% | $1,874,761 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.43% | 28,530 | -7.3% | 0% | $1,775,000 |
| Corient Private Wealth LLC | 0.42% | 28,276 | +13% | 0% | $1,759,050 |
| CITADEL ADVISORS LLC | 0.37% | 24,749 | -2.7% | 0% | $1,539,635 |
| Strategic Financial Concepts, LLC | 0.34% | 22,814 | -0.12% | 0.21% | $1,419,259 |
| IMC-Chicago, LLC | 0.33% | 22,444 | +99% | 0.02% | $1,396,241 |
| DAVENPORT & Co LLC | 0.33% | 22,300 | -25% | 0.01% | $1,387,283 |
| HBW ADVISORY SERVICES LLC | 0.33% | 22,219 | +12% | 0.16% | $1,382,244 |
| OSAIC HOLDINGS, INC. | 0.27% | 18,192 | +23% | 0% | $1,135,581 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 2,742,354 | $170,575,788 | -$190,984,027 | $62.21 | 82 |
| 2025 Q2 | 5,797,441 | $370,518,764 | +$197,075,295 | $63.94 | 93 |
| 2025 Q1 | 2,721,925 | $167,421,851 | +$40,568,411 | $61.50 | 70 |
| 2024 Q4 | 2,059,638 | $120,839,890 | -$20,497,449 | $58.62 | 56 |
| 2024 Q3 | 2,354,293 | $151,276,400 | +$35,020,618 | $64.30 | 69 |
| 2024 Q2 | 1,813,462 | $104,331,468 | -$17,154,962 | $57.52 | 60 |
| 2024 Q1 | 1,995,346 | $122,133,910 | +$26,896,118 | $61.23 | 52 |
| 2023 Q4 | 95,230 | $6,267,086 | +$5,204,006 | $32.94 | 1 |
| 2023 Q3 | 1,146,792 | $71,318,254 | -$26,867,067 | $62.19 | 47 |
| 2023 Q2 | 1,556,712 | $100,513,261 | +$20,306,960 | $64.54 | 51 |
| 2023 Q1 | 1,228,371 | $86,150,216 | +$27,447,433 | $70.13 | 48 |
| 2022 Q4 | 861,095 | $61,218,052 | -$14,778,945 | $71.10 | 46 |
| 2022 Q3 | 1,068,790 | $69,057,000 | +$29,352,269 | $64.61 | 39 |
| 2022 Q2 | 600,762 | $41,447,000 | -$13,555,955 | $68.97 | 29 |
| 2022 Q1 | 772,639 | $59,448,000 | -$20,055,838 | $76.94 | 33 |
| 2021 Q4 | 1,014,600 | $82,673,000 | -$9,427,282 | $81.49 | 34 |
| 2021 Q3 | 1,094,940 | $92,503,177 | +$20,446,517 | $84.46 | 35 |
| 2021 Q2 | 848,335 | $71,883,150 | -$30,221,830 | $84.73 | 31 |
| 2021 Q1 | 1,210,959 | $103,129,145 | -$29,077,822 | $85.16 | 35 |
| 2020 Q4 | 1,554,486 | $142,153,730 | -$6,172,803 | $91.46 | 40 |
| 2020 Q3 | 1,616,526 | $144,817,470 | +$9,197,165 | $89.62 | 40 |
| 2020 Q2 | 1,522,105 | $133,504,689 | -$2,050,139 | $87.71 | 42 |
| 2020 Q1 | 1,571,563 | $138,586,000 | +$47,770,993 | $88.19 | 43 |
| 2019 Q4 | 1,017,054 | $88,919,000 | -$8,691,982 | $87.42 | 33 |
| 2019 Q3 | 1,106,260 | $97,295,000 | -$16,120,713 | $87.95 | 45 |
| 2019 Q2 | 1,274,988 | $112,633,000 | -$5,388,077 | $88.34 | 36 |
| 2019 Q1 | 1,329,885 | $114,520,000 | -$6,747,599 | $86.11 | 39 |
| 2018 Q4 | 1,409,894 | $122,808,000 | +$12,360,514 | $87.11 | 36 |
| 2018 Q3 | 1,230,074 | $103,533,000 | -$33,906,628 | $84.15 | 30 |
| 2018 Q2 | 1,622,047 | $140,260,000 | +$140,259,995 | $86.47 | 34 |