| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 15% | $51,134,872 | 1,080,847 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 28 Oct 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 14% | 980,388 | +165% | 0.04% | $46,382,190 |
| BENJAMIN EDWARDS INC | 10% | 731,275 | +137% | 0.39% | $34,595,797 |
| MORGAN STANLEY | 7.6% | 545,256 | +137244% | 0% | $25,796,072 |
| Bank Julius Baer & Co. Ltd, Zurich | 5% | 357,452 | +3.6% | 0.05% | $16,911,038 |
| VICTORY CAPITAL MANAGEMENT INC | 4.7% | 336,500 | +4.5% | 0.01% | $15,919,815 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 3.8% | 270,829 | +239% | 0.18% | $12,812,920 |
| ENVESTNET ASSET MANAGEMENT INC | 1.9% | 135,096 | +13% | 0% | $6,391,409 |
| Janney Montgomery Scott LLC | 1.2% | 83,228 | +39% | 0.01% | $3,938,000 |
| Cetera Investment Advisers | 0.98% | 70,409 | -6.8% | 0% | $3,331,076 |
| Focus Partners Advisor Solutions, LLC | 0.62% | 44,388 | +305% | 0.02% | $2,089,825 |
| Municipal Employees' Retirement System of Michigan | 0.54% | 38,566 | 0% | 0.02% | $1,825,000 |
| LPL Financial LLC | 0.53% | 37,874 | +29% | 0% | $1,791,830 |
| NOTTINGHAM ADVISORS, INC. | 0.52% | 37,061 | +1.4% | 0.24% | $1,753,356 |
| RMR Capital Management, LLC | 0.38% | 27,130 | +50% | 0.9% | $1,283,520 |
| Andina Capital Management, LLC | 0.34% | 24,541 | -10% | 0.66% | $1,161,035 |
| LAFFER TENGLER INVESTMENTS, INC. | 0.34% | 24,380 | +22% | 0.2% | $1,153,418 |
| Mutual Advisors, LLC | 0.27% | 18,986 | +14% | 0.02% | $896,161 |
| Heritage Family Offices, LLP | 0.24% | 17,398 | +14% | 0.38% | $823,098 |
| Zuckerman Investment Group, LLC | 0.24% | 16,855 | +2.6% | 0.07% | $797,405 |
| BANK OF AMERICA CORP /DE/ | 0.23% | 16,625 | +390% | 0% | $786,528 |
| Arrowroot Family Office, LLC | 0.23% | 16,515 | -4.9% | 0.31% | $781,306 |
| Visionary Wealth Advisors | 0.22% | 15,834 | 0.03% | $749,120 | |
| Farther Finance Advisors, LLC | 0.21% | 15,035 | -14% | 0.01% | $711,306 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.18% | 12,670 | +0.25% | 0.09% | $599,418 |
| RAYMOND JAMES FINANCIAL INC | 0.16% | 11,406 | +3.9% | 0% | $539,618 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 445,926 | $21,016,488 | +$8,252,317 | 4,712.98% | 2 |
| 2025 Q3 | 3,947,870 | $186,761,707 | +$63,828,676 | 4,731% | 51 |
| 2025 Q2 | 2,624,834 | $123,231,754 | -$197,733,379 | 4,700% | 54 |
| 2025 Q1 | 6,786,897 | $313,484,314 | +$6,492,100 | 4,621% | 52 |
| 2024 Q4 | 6,672,244 | $307,990,085 | +$2,356,210 | 4,599.88% | 54 |
| 2024 Q3 | 6,625,296 | $315,424,012 | +$48,931,706 | 4,735% | 50 |
| 2024 Q2 | 7,613,542 | $351,822,192 | +$29,265,680 | 4,602% | 47 |
| 2024 Q1 | 6,922,723 | $320,176,601 | +$74,617,296 | 4,625% | 37 |
| 2023 Q4 | 578,330 | $26,608,848 | +$3,946,399 | 4,600.98% | 1 |
| 2023 Q3 | 4,811,038 | $210,578,355 | +$6,684,968 | 4,377% | 28 |
| 2023 Q2 | 4,663,248 | $208,923,059 | -$63,792,311 | 4,480.22% | 30 |
| 2023 Q1 | 5,534,758 | $251,665,869 | -$76,627,828 | 4,547% | 26 |
| 2022 Q4 | 7,771,648 | $345,058,656 | +$148,631,707 | 4,440% | 32 |
| 2022 Q3 | 4,449,813 | $191,560,000 | +$66,913,384 | 4,304% | 24 |
| 2022 Q2 | 3,212,218 | $142,312,000 | +$87,673,544 | 4,426.44% | 24 |
| 2022 Q1 | 910,246 | $44,221,000 | -$1,161,923 | 4,869.19% | 14 |
| 2021 Q4 | 927,996 | $48,069,000 | -$15,246,689 | 5,185.7% | 18 |
| 2021 Q3 | 1,219,401 | $63,810,000 | -$10,834,370 | 5,236.21% | 15 |
| 2021 Q2 | 1,426,130 | $74,693,000 | +$9,178,421 | 5,237.08% | 13 |
| 2021 Q1 | 1,251,390 | $64,511,000 | +$25,772,432 | 5,155.03% | 10 |
| 2020 Q4 | 751,471 | $39,184,000 | +$39,184,005 | 5,214.37% | 8 |