| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 6.4% | $27,583,667 | 1,375,744 | First Trust Portfolios L.P. | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 9.4% | 2,034,710 | -2% | 2.2% | $40,673,855 |
| BANK OF AMERICA CORP /DE/ | 6.6% | 1,426,955 | +29% | 0% | $28,610,454 |
| Koss-Olinger Consulting, LLC | 5.5% | 1,180,372 | -0.43% | 1.9% | $23,395,000 |
| ASSETMARK, INC | 2.9% | 625,180 | -5.8% | 0.03% | $12,534,859 |
| MORGAN STANLEY | 1.3% | 284,128 | +13% | 0% | $5,696,783 |
| LPL Financial LLC | 1.3% | 282,759 | +11% | 0% | $5,669,321 |
| Financial Architects, LLC | 1.2% | 249,886 | +4.2% | 2.8% | $5,010,214 |
| Ocean Park Asset Management, LLC | 1.1% | 235,400 | -17% | 0.19% | $4,719,770 |
| Hennion & Walsh Asset Management, Inc. | 1.1% | 234,809 | +9% | 0.17% | $4,707,920 |
| CAPE COD FIVE CENTS SAVINGS BANK | 0.96% | 206,261 | 0% | 0.38% | $4,102,530 |
| Rareview Capital LLC | 0.92% | 198,033 | +197% | 2.4% | $3,925,016 |
| AE Wealth Management LLC | 0.85% | 183,275 | +6.2% | 0.02% | $3,674,663 |
| RAYMOND JAMES FINANCIAL INC | 0.81% | 175,603 | +32% | 0% | $3,520,841 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.79% | 169,972 | +11% | 0.23% | $3,407,946 |
| AMERIPRISE FINANCIAL INC | 0.76% | 164,925 | +3.4% | 0% | $3,295,720 |
| &PARTNERS | 0.74% | 159,229 | +104% | 0.02% | $3,192,396 |
| Tidemark, LLC | 0.7% | 151,171 | +8.9% | 0.88% | $3,030,988 |
| Orion Porfolio Solutions, LLC | 0.7% | 150,643 | +4% | 0.02% | $3,020,386 |
| ROYAL BANK OF CANADA | 0.61% | 131,327 | -11% | 0% | $2,633,000 |
| Cambria Investment Management, L.P. | 0.52% | 112,713 | 0% | 0.14% | $2,247,227 |
| Cetera Investment Advisers | 0.51% | 109,256 | +3.7% | 0% | $2,190,593 |
| MML INVESTORS SERVICES, LLC | 0.41% | 88,314 | -18% | 0% | $1,770,690 |
| Whitcomb & Hess, Inc. | 0.34% | 73,948 | +0.21% | 0.38% | $1,482,657 |
| ENVESTNET ASSET MANAGEMENT INC | 0.33% | 72,269 | -27% | 0% | $1,448,985 |
| UBS Group AG | 0.33% | 70,462 | +14% | 0% | $1,412,763 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 9,987,094 | $199,727,260 | +$5,862,116 | 2,005% | 88 |
| 2025 Q2 | 9,697,221 | $192,143,729 | -$6,799,816 | 1,982% | 85 |
| 2025 Q1 | 10,187,101 | $200,184,813 | -$10,845,931 | 1,965% | 85 |
| 2024 Q4 | 10,264,773 | $199,969,175 | -$3,876,426 | 1,947% | 82 |
| 2024 Q3 | 10,429,039 | $207,343,778 | +$8,763,648 | 1,989% | 85 |
| 2024 Q2 | 10,051,375 | $192,371,517 | +$13,716,768 | 1,914% | 76 |
| 2024 Q1 | 9,357,652 | $178,436,537 | -$23,273,799 | 1,908% | 79 |
| 2023 Q4 | 10,455,238 | $193,531,105 | -$27,739,991 | 1,851% | 74 |
| 2023 Q3 | 12,233,968 | $217,983,528 | -$14,195,321 | 1,782% | 80 |
| 2023 Q2 | 13,043,857 | $238,697,866 | -$10,008,425 | 1,830% | 82 |
| 2023 Q1 | 13,651,228 | $251,449,952 | -$5,751,620 | 1,842% | 85 |
| 2022 Q4 | 13,870,145 | $252,821,487 | -$10,278,918 | 1,821% | 82 |
| 2022 Q3 | 14,320,369 | $241,307,941 | -$309,878,555 | 1,686.15% | 77 |
| 2022 Q2 | 32,926,417 | $585,254,333 | -$284,105,471 | 1,777.97% | 92 |
| 2022 Q1 | 48,845,608 | $983,900,515 | +$53,657,788 | 2,015.94% | 99 |
| 2021 Q4 | 46,077,830 | $1,032,556,286 | -$23,772,815 | 2,240.97% | 105 |
| 2021 Q3 | 47,431,398 | $1,233,899,701 | +$218,051,358 | 2,319.94% | 100 |
| 2021 Q2 | 43,790,450 | $1,045,702,047 | +$429,163,835 | 2,387.85% | 99 |
| 2021 Q1 | 25,870,084 | $611,288,094 | +$301,950,917 | 2,363% | 83 |
| 2020 Q4 | 11,560,083 | $276,206,226 | -$18,870,783 | 2,390% | 70 |
| 2020 Q3 | 12,375,788 | $281,383,000 | +$38,348,848 | 2,273.93% | 62 |
| 2020 Q2 | 10,777,794 | $240,190,000 | +$12,385,126 | 2,228.08% | 69 |
| 2020 Q1 | 10,285,775 | $205,288,025 | +$16,238,947 | 1,996.03% | 68 |
| 2019 Q4 | 9,385,099 | $222,723,301 | +$14,339,364 | 2,373.01% | 67 |
| 2019 Q3 | 8,695,502 | $201,570,401 | +$13,999,528 | 2,318% | 57 |
| 2019 Q2 | 8,082,761 | $193,014,360 | +$22,464,962 | 2,387.9% | 58 |
| 2019 Q1 | 7,155,181 | $167,100,595 | -$69,657 | 2,337.02% | 57 |
| 2018 Q4 | 7,192,170 | $160,996,000 | -$4,126,368 | 2,237.93% | 55 |
| 2018 Q3 | 7,180,121 | $164,331,000 | -$31,910,322 | 2,288.86% | 51 |
| 2018 Q2 | 8,640,793 | $198,213,000 | +$1,111,330 | 2,293.01% | 58 |
| 2018 Q1 | 7,701,396 | $184,781,000 | -$7,692,732 | 2,403.99% | 55 |
| 2017 Q4 | 9,014,392 | $220,674,000 | +$1,686,170 | 2,448.19% | 54 |
| 2017 Q3 | 8,250,207 | $204,759,000 | -$11,551,291 | 2,481.91% | 46 |
| 2017 Q2 | 8,233,538 | $201,797,000 | -$29,876,063 | 2,450.92% | 50 |
| 2017 Q1 | 10,128,020 | $249,687,257 | +$23,140,182 | 2,465.98% | 46 |
| 2016 Q4 | 8,950,885 | $215,175,000 | +$13,861,577 | 2,404% | 44 |
| 2016 Q3 | 8,441,219 | $208,272,000 | +$8,096,719 | 2,467.69% | 36 |
| 2016 Q2 | 8,114,477 | $192,932,000 | +$188,985,622 | 2,377.96% | 38 |
| 2016 Q1 | 90,735 | $2,083,000 | +$2,059,000 | 2,335.52% | 2 |