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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 146.46K | Jun 30, 26 | -20.81K | 5.23% |
| Howard Capital Management Inc. | 81.82K | Jun 30, 26 | +81.82K | 2.92% |
| WorthPointe, LLC | 69.79K | Jun 30, 26 | -7.00K | 2.49% |
| Encompass More Asset Management | 44.97K | Jun 30, 26 | +4.27K | 1.61% |
| COMMONWEALTH EQUITY SERVICES, LLC | 41.69K | Jun 30, 26 | +1.72K | 1.49% |
| TopTier Wealth Management, LLC | 31.05K | Jun 30, 26 | +8 | 1.11% |
| AE Wealth Management LLC | 29.92K | Jun 30, 26 | -553 | 1.07% |
| MML INVESTORS SERVICES, LLC | 29.65K | Jun 30, 26 | -764 | 1.06% |
| MORGAN STANLEY | 28.63K | Jun 30, 26 | -- | 1.02% |
| Brookstone Capital Management | 27.86K | Jun 30, 26 | +1.93K | 0.99% |
| ENVESTNET ASSET MANAGEMENT INC | 27.23K | Jun 30, 26 | -1.00K | 0.97% |
| JPMORGAN CHASE & CO | 15.45K | Jun 30, 26 | +13.89K | 0.55% |
| ADVISOR GROUP HOLDINGS, INC. | 13.08K | Jun 30, 26 | +1.34K | 0.47% |
| Creative Planning | 12.33K | Jun 30, 26 | -- | 0.44% |
| RAYMOND JAMES FINANCIAL INC | 12.32K | Jun 30, 26 | +1 | 0.44% |
| Cetera Investment Advisers | 12.17K | Jun 30, 26 | -492 | 0.43% |
| Clear Creek Financial Management, LLC | 11.94K | Jun 30, 26 | +13 | 0.43% |
| Fairman Group, LLC | 11.47K | Jun 30, 26 | +14 | 0.41% |
| Integrated Wealth Concepts LLC | 10.37K | Jun 30, 26 | -- | 0.37% |
| McCollum Christoferson Group LLC | 10.06K | Jun 30, 26 | +1.24K | 0.36% |
| Regal Investment Advisors LLC | 8.19K | Jun 30, 26 | -1.96K | 0.29% |
| McKinney Capital Management, LLC | 8.07K | Jun 30, 26 | +8.07K | 0.29% |
| Kingsview Wealth Management, LLC | 7.47K | Jun 30, 26 | -- | 0.27% |
| VERUS CAPITAL PARTNERS, LLC | 7.25K | Jun 30, 26 | -- | 0.26% |
| Cito Capital Group, LLC | 7.00K | Jun 30, 26 | -4.00K | 0.25% |
| Private Advisor Group, LLC | 6.62K | Jun 30, 26 | -1.67K | 0.24% |
| Waverly Advisors, LLC | 6.10K | Jun 30, 26 | +7 | 0.22% |
| D.A. DAVIDSON & CO. | 6.03K | Jun 30, 26 | -116 | 0.22% |
| Merit Financial Group, LLC | 5.95K | Jun 30, 26 | +7 | 0.21% |
| Cambridge Investment Research Advisors, Inc. | 5.71K | Jun 30, 26 | +888 | 0.20% |
| HB Wealth Management, LLC | 5.14K | Jun 30, 26 | +5.14K | 0.18% |
| VICTORY FINANCIAL GROUP, LLC | 4.89K | Jun 30, 26 | -305 | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.80K | Jun 30, 26 | +4.80K | 0.17% |
| CLG LLC | 4.42K | Jun 30, 26 | -399 | 0.16% |
| Winch Advisory Services, LLC | 4.37K | Jun 30, 26 | +4 | 0.16% |
| Atria Investments, Inc | 4.30K | Jun 30, 26 | -282 | 0.15% |
| Plan Group Financial, LLC | 4.28K | Jun 30, 26 | +4.28K | 0.15% |
| FLC Capital Advisors | 3.72K | Jun 30, 26 | +3.72K | 0.13% |
| BANK OF MONTREAL /CAN/ | 2.09K | Jun 30, 26 | -- | 0.07% |
| RMG Wealth Management LLC | 1.72K | Jun 30, 26 | -36 | 0.06% |
| JNBA Financial Advisors | 1.08K | Jun 30, 26 | -- | 0.04% |
| Regatta Research & Money Management | 969 | Jun 30, 26 | +969 | 0.03% |
| ROYAL BANK OF CANADA | 867 | Jun 30, 26 | -- | 0.03% |
| UBS Group AG | 730 | Jun 30, 26 | -729 | 0.03% |
| TUCKER ASSET MANAGEMENT LLC | 635 | Jun 30, 26 | -- | 0.02% |
| Community Financial Services Group, LLC | 574 | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 500 | Jun 30, 26 | +500 | 0.02% |
| Larson Financial Group LLC | 400 | Jun 30, 26 | -- | 0.01% |
| N.E.W. Advisory Services LLC | 350 | Jun 30, 26 | -- | 0.01% |
| Bravera Wealth | 255 | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 245 | Jun 30, 26 | -- | 0.01% |
| NewEdge Advisors, LLC | 242 | Jun 30, 26 | +1 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 132 | Jun 30, 26 | +1 | 0.00% |
| Abound Wealth Management | 101 | Jun 30, 26 | +101 | 0.00% |
| Colonial Trust Advisors | 75 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 49 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 3 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -300 | 0.00% |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.33K | -- |
| Betterment LLC | -- | Jun 30, 26 | -5.37K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -6.59K | -- |
| CWM, LLC | 1.09K | Mar 31, 26 | -- | 0.04% |
| AVANTAX ADVISORY SERVICES, INC. | 16.63K | Jun 30, 25 | -80 | 0.59% |
| WR Wealth Planners, LLC | 550 | Dec 31, 24 | -- | 0.02% |
| Sugarloaf Wealth Management, LLC | 500 | Dec 31, 24 | -- | 0.02% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -305 | -- |
| RAYMOND JAMES & ASSOCIATES | 6.40K | Sep 30, 24 | +6.40K | 0.23% |
| Cetera Advisors LLC | 6.46K | Mar 31, 24 | +16 | 0.23% |
| Cetera Advisor Networks LLC | 6.15K | Mar 31, 24 | +6.15K | 0.22% |
| BerganKDV Wealth Management, LLC | 3.15K | Jun 30, 23 | +1.00K | 0.11% |
| Lake Point Wealth Management | 175 | Jun 30, 22 | -- | 0.01% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data