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Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 461.78K | Jun 30, 26 | -4.37K | 4.44% |
| Advisors Asset Management, Inc. | 340.12K | Jun 30, 26 | +73.54K | 3.27% |
| GUGGENHEIM CAPITAL LLC | 322.14K | Jun 30, 26 | -2.93K | 3.10% |
| RAYMOND JAMES FINANCIAL INC | 154.51K | Jun 30, 26 | -2.45K | 1.49% |
| LPL Financial LLC | 143.61K | Jun 30, 26 | -148.48K | 1.38% |
| BANK OF AMERICA CORP /DE/ | 101.97K | Jun 30, 26 | -2.19K | 0.98% |
| MORGAN STANLEY | 91.29K | Jun 30, 26 | +7.67K | 0.88% |
| Emissary Wealth LLC | 80.76K | Jun 30, 26 | +2.12K | 0.78% |
| ROYAL BANK OF CANADA | 73.58K | Jun 30, 26 | -386 | 0.71% |
| ADVISOR GROUP HOLDINGS, INC. | 55.10K | Jun 30, 26 | -15.36K | 0.53% |
| WOLVERINE ASSET MANAGEMENT LLC | 50.69K | Jun 30, 26 | +50.69K | 0.49% |
| PMG Family Office LLC | 43.64K | Jun 30, 26 | +614 | 0.42% |
| WORLD EQUITY GROUP, INC. | 41.95K | Jun 30, 26 | +7.56K | 0.40% |
| B. Riley Wealth Advisors, Inc. | 25.27K | Jun 30, 26 | +45 | 0.24% |
| Gilliland Jeter Wealth Management LLC | 24.78K | Jun 30, 26 | -369 | 0.24% |
| MCDONALD PARTNERS LLC | 24.70K | Jun 30, 26 | -- | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 24.35K | Jun 30, 26 | +15.05K | 0.23% |
| STIFEL FINANCIAL CORP | 22.22K | Jun 30, 26 | +749 | 0.21% |
| DAVENPORT & Co LLC | 21.79K | Jun 30, 26 | -3.73K | 0.21% |
| Apollon Wealth Management, LLC | 21.04K | Jun 30, 26 | -4.58K | 0.20% |
| Invesco Ltd. | 12.02K | Jun 30, 26 | -7.51K | 0.12% |
| D.A. DAVIDSON & CO. | 10.70K | Jun 30, 26 | -3.50K | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 9.82K | Jun 30, 26 | +193 | 0.09% |
| Integrated Wealth Concepts LLC | 9.75K | Jun 30, 26 | +9.75K | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.27K | Jun 30, 26 | -606 | 0.09% |
| Shaker Financial Services, LLC | 7.36K | Jun 30, 26 | +7.36K | 0.07% |
| Relyea Zuckerberg Hanson LLC | 7.25K | Jun 30, 26 | +7.25K | 0.07% |
| Integrity Advisory Solutions, LLC | 7.10K | Jun 30, 26 | +7.10K | 0.07% |
| UBS Group AG | 5.01K | Jun 30, 26 | -473 | 0.05% |
| NewEdge Advisors, LLC | 3.57K | Jun 30, 26 | -- | 0.03% |
| Steward Partners Investment Advisory, LLC | 3.40K | Jun 30, 26 | -- | 0.03% |
| Farther Finance Advisors, LLC | 1.98K | Jun 30, 26 | -- | 0.02% |
| Westside Investment Management, Inc. | 1.87K | Jun 30, 26 | -- | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.08K | Jun 30, 26 | +21 | 0.01% |
| CENTRAL TRUST Co | 1.00K | Jun 30, 26 | -500 | 0.01% |
| Clear Street Group Inc. | 628 | Jun 30, 26 | +628 | 0.01% |
| Keating Financial Advisory Services, Inc. | 556 | Jun 30, 26 | +11 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 317 | Jun 30, 26 | +1 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 50 | Jun 30, 26 | +50 | 0.00% |
| Allworth Financial LP | 48 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 1 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | -- | Jun 30, 26 | -100 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -461 | -- |
| Sunbelt Securities, Inc. | 660 | Mar 31, 26 | -- | 0.01% |
| U.S. Capital Wealth Advisors, LLC | -- | Mar 31, 26 | -9.82K | -- |
| RAYMOND JAMES & ASSOCIATES | 136.34K | Sep 30, 24 | +6.44K | 1.31% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -500 | -- |
| Ahrens Investment Partners LLC | 900 | Mar 31, 23 | +900 | 0.01% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6.40K | Sep 30, 21 | -900 | 0.06% |
| Squar Milner Financial Services LLC | 100 | Mar 31, 20 | +100 | 0.00% |
| Advisor Group, Inc. | 7.83K | Dec 31, 19 | +200 | 0.08% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 5.75K | Dec 31, 19 | +3.29K | 0.06% |
| MSI Financial Services Inc | 369 | Dec 31, 16 | +10 | 0.00% |
