Company profile
Latest filings (excl ownership)
CERT
Certification of approval for exchange listing
18 Mar 24
8-A12B
Registration of securities on exchange
15 Mar 24
CERT
Certification of approval for exchange listing
16 Feb 24
8-A12B
Registration of securities on exchange
13 Feb 24
8-A12B
Registration of securities on exchange
13 Feb 24
N-CEN
Annual report (registered investment company)
12 Feb 24
N-CSR
Certified annual shareholder report (management investment company)
5 Feb 24
CERT
Certification of approval for exchange listing
19 Jan 24
CERT
Certification of approval for exchange listing
16 Jan 24
8-A12B
Registration of securities on exchange
16 Jan 24
Latest ownership filings
SC 13G/A
FIRST TRUST PORTFOLIOS LP
8 Mar 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
8 Mar 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
8 Mar 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
8 Mar 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
8 Mar 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
8 Mar 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
8 Mar 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
8 Mar 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
8 Mar 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
8 Mar 24
Funds
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 96 |
Opened positions | 44 |
Closed positions | 85 |
Increased positions | 25 |
Reduced positions | 26 |
13F shares | Current |
---|---|
Total value | 2.73 tn |
Total shares | 25.76 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
GW Henssler & Associates | 3.94 mm | $83.75 bn |
LPL Financial | 2.91 mm | $61.76 bn |
Envestnet Asset Management | 2.68 mm | $57.05 bn |
Advisor | 2.12 mm | $45.15 bn |
First Trust Portfolios | 2.11 mm | $0.00 |
AE Wealth Management | 905.91 k | $19.25 bn |
Commonwealth Equity Services | 827.60 k | $17.59 mm |
TFC Truist Financial | 804.91 k | $17.10 bn |
Kure Advisory | 634.73 k | $13.49 bn |
Capital Asset Advisory Services | 607.95 k | $13.10 bn |