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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Clay Northam Wealth Management, LLC | -- | Sep 30, 26 | -7.66K | -- |
| GoalVest Advisory LLC | -- | Sep 30, 26 | -201 | -- |
| MORGAN STANLEY | 1.10M | Jun 30, 26 | +17.53K | 3.20% |
| BANK OF AMERICA CORP /DE/ | 869.83K | Jun 30, 26 | +51.23K | 2.53% |
| WELLS FARGO & COMPANY/MN | 616.77K | Jun 30, 26 | -22.29K | 1.79% |
| UBS Group AG | 452.67K | Jun 30, 26 | +20.43K | 1.31% |
| AMERIPRISE FINANCIAL INC | 380.28K | Jun 30, 26 | +2.24K | 1.10% |
| ROYAL BANK OF CANADA | 354.98K | Jun 30, 26 | -9.08K | 1.03% |
| Karpus Management, Inc. | 324.29K | Jun 30, 26 | +130.66K | 0.94% |
| Allspring Global Investments Holdings, LLC | 222.39K | Jun 30, 26 | +222.39K | 0.65% |
| Saba Capital Management, L.P. | 179.93K | Jun 30, 26 | -63.90K | 0.52% |
| Advisors Asset Management, Inc. | 168.61K | Jun 30, 26 | -44.92K | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 160.04K | Jun 30, 26 | +24.27K | 0.46% |
| Steward Partners Investment Advisory, LLC | 151.10K | Jun 30, 26 | +876 | 0.44% |
| 1607 Capital Partners, LLC | 143.68K | Jun 30, 26 | +123.57K | 0.42% |
| LPL Financial LLC | 117.08K | Jun 30, 26 | +11.69K | 0.34% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 114.09K | Jun 30, 26 | -48.54K | 0.33% |
| Summit Financial, LLC | 111.04K | Jun 30, 26 | +2.39K | 0.32% |
| STIFEL FINANCIAL CORP | 82.79K | Jun 30, 26 | +3.65K | 0.24% |
| WEDBUSH SECURITIES INC | 75.80K | Jun 30, 26 | -1.00K | 0.22% |
| OPPENHEIMER & CO INC | 72.74K | Jun 30, 26 | -337 | 0.21% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 64.37K | Jun 30, 26 | +6.35K | 0.19% |
| FIRST TRUST ADVISORS LP | 50.56K | Jun 30, 26 | -454 | 0.15% |
| WOLVERINE ASSET MANAGEMENT LLC | 47.23K | Jun 30, 26 | -117.47K | 0.14% |
| KINGSWOOD WEALTH ADVISORS, LLC | 38.86K | Jun 30, 26 | -565 | 0.11% |
| PMG Family Office LLC | 37.14K | Jun 30, 26 | +316 | 0.11% |
| Calamos Advisors LLC | 35.74K | Jun 30, 26 | +2.38K | 0.10% |
| SeaCrest Wealth Management, LLC | 30.25K | Jun 30, 26 | -200 | 0.09% |
| Janney Montgomery Scott LLC | 27.54K | Jun 30, 26 | +160 | 0.08% |
| CreativeOne Wealth, LLC | 25.90K | Jun 30, 26 | -588 | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23.42K | Jun 30, 26 | +2.67K | 0.07% |
| Serenus Wealth Advisors, LLC | 22.12K | Jun 30, 26 | -- | 0.06% |
| NewEdge Advisors, LLC | 19.82K | Jun 30, 26 | +7.44K | 0.06% |
| TRUIST FINANCIAL CORP | 17.91K | Jun 30, 26 | +316 | 0.05% |
| SYKON CAPITAL LLC | 17.61K | Jun 30, 26 | -- | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 17.58K | Jun 30, 26 | -4.77K | 0.05% |
| Alteri Wealth LLC | 17.31K | Jun 30, 26 | +10 | 0.05% |
| Cetera Investment Advisers | 15.72K | Jun 30, 26 | -10.86K | 0.05% |
| Moors & Cabot, Inc. | 14.70K | Jun 30, 26 | -2.00K | 0.04% |
| Prospera Financial Services Inc | 14.27K | Jun 30, 26 | -- | 0.04% |
| JANE STREET GROUP, LLC | 14.22K | Jun 30, 26 | +2.34K | 0.04% |
| XTX Topco Ltd | 14.17K | Jun 30, 26 | +2.62K | 0.04% |
| SPIREPOINT PRIVATE CLIENT, LLC | 13.93K | Jun 30, 26 | +1.26K | 0.04% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12.74K | Jun 30, 26 | +908 | 0.04% |
| Sanctuary Advisors, LLC | 11.45K | Jun 30, 26 | +11.45K | 0.03% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 11.38K | Jun 30, 26 | +11.38K | 0.03% |
| EVOLVE PRIVATE WEALTH, LLC | 11.21K | Jun 30, 26 | -312 | 0.03% |
| Mariner, LLC | 10.85K | Jun 30, 26 | +10.85K | 0.03% |
| Colony Group, LLC | 10.82K | Jun 30, 26 | +10.82K | 0.03% |
| AMERIFLEX GROUP, INC. | 10.80K | Jun 30, 26 | -- | 0.03% |
| Wealthcare Advisory Partners LLC | 10.42K | Jun 30, 26 | +40 | 0.03% |
| J.W. COLE ADVISORS, INC. | 9.82K | Jun 30, 26 | +9.82K | 0.03% |
| Concurrent Investment Advisors, LLC | 9.68K | Jun 30, 26 | +175 | 0.03% |
| HighTower Advisors, LLC | 9.31K | Jun 30, 26 | +9.31K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.22K | Jun 30, 26 | -718 | 0.03% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8.67K | Jun 30, 26 | +1.44K | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 8.25K | Jun 30, 26 | +8.25K | 0.02% |
| Stockman Wealth Management, Inc. | 8.13K | Jun 30, 26 | +8.13K | 0.02% |
| ENVESTNET ASSET MANAGEMENT INC | 8.00K | Jun 30, 26 | +8.00K | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 7.19K | Jun 30, 26 | -- | 0.02% |
| NBC SECURITIES, INC. | 6.47K | Jun 30, 26 | +72 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.92K | Jun 30, 26 | +1.43K | 0.01% |
| FIFTH THIRD BANCORP | 3.48K | Jun 30, 26 | -495 | 0.01% |
| Rockefeller Capital Management L.P. | 2.69K | Jun 30, 26 | -634 | 0.01% |
| Geneos Wealth Management Inc. | 1.79K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 1.20K | Jun 30, 26 | +1.20K | 0.00% |
| Continuum Advisory, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| US BANCORP \DE\ | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 828 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 580 | Jun 30, 26 | +580 | 0.00% |
| Tidemark, LLC | 409 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 360 | Jun 30, 26 | -- | 0.00% |
| Strategic Advocates LLC | 323 | Jun 30, 26 | -- | 0.00% |
| ST GERMAIN D J CO INC | 275 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 110 | Jun 30, 26 | +10 | 0.00% |
| Cornerstone Planning Group LLC | 104 | Jun 30, 26 | -1 | 0.00% |
| Smartleaf Asset Management LLC | 26 | Jun 30, 26 | -- | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -1.09K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -13.20K | -- |
| CHESAPEAKE ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -1.07K | -- |
| FMR LLC | -- | Jun 30, 26 | -2 | -- |
| Ancora Advisors, LLC | -- | Jun 30, 26 | -100 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -100 | -- |
| READYSTATE ASSET MANAGEMENT LP | -- | Jun 30, 26 | -36.87K | -- |
| Shaker Financial Services, LLC | -- | Jun 30, 26 | -111.79K | -- |
| CWM, LLC | 8.10K | Mar 31, 26 | -- | 0.02% |
| COMERICA BANK | 4.05K | Dec 31, 25 | -67 | 0.01% |
| Motiv8 Investments LLC | 339 | Dec 31, 25 | +339 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 12.46K | Jun 30, 25 | +12.46K | 0.04% |
| Aveo Capital Partners, LLC | 13.30K | Mar 31, 25 | +13.30K | 0.04% |
| Kiely Wealth Advisory Group, Inc. | 50 | Dec 31, 24 | +50 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 61.41K | Sep 30, 24 | +1.38K | 0.18% |
| Raymond James Financial Services Advisors, Inc. | 15.18K | Sep 30, 24 | -1.70K | 0.04% |
| RAYMOND JAMES TRUST N.A. | 13.61K | Sep 30, 24 | -- | 0.04% |
| Gratus Capital LLC | 11.50K | Jun 30, 24 | +11.50K | 0.03% |
| Covington Capital Management | 3.44K | Sep 30, 22 | -- | 0.01% |
| American Portfolios Advisors | 600 | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | 54 | Sep 30, 22 | +54 | 0.00% |
| B. Riley Wealth Management, Inc. | 36.18K | Jun 30, 22 | +6.10K | 0.11% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 246.91K | Mar 31, 22 | +30.61K | 0.72% |
| NEXT Financial Group, Inc | 7.81K | Dec 31, 21 | +1.12K | 0.02% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
