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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 |
|---|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.61M | Jun 30, 26 | +19.23K | 18.26% |
| AMERICAN CENTURY COMPANIES INC | 2.50M | Jun 30, 26 | +330.87K | 17.52% |
| ENVESTNET ASSET MANAGEMENT INC | 2.25M | Jun 30, 26 | +88.08K | 15.78% |
| First Command Advisory Services, Inc. | 1.82M | Jun 30, 26 | +39.16K | 12.73% |
| Colony Group, LLC | 709.78K | Jun 30, 26 | -27.73K | 4.97% |
| Empowered Funds, LLC | 695.22K | Jun 30, 26 | -18.58K | 4.87% |
| Symmetry Partners, LLC | 397.75K | Jun 30, 26 | +8.09K | 2.79% |
| Armbruster Capital Management, Inc. | 353.76K | Jun 30, 26 | +5.38K | 2.48% |
| Pathstone Holdings, LLC | 300.91K | Jun 30, 26 | -2.79K | 2.11% |
| Meredith Wealth Planning | 289.07K | Jun 30, 26 | +3.27K | 2.03% |
| Three Arch Wealth Management LLC | 259.89K | Jun 30, 26 | +19.97K | 1.82% |
| HighTower Advisors, LLC | 247.06K | Jun 30, 26 | +1.89K | 1.73% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 221.78K | Jun 30, 26 | +937 | 1.55% |
| Allegiance Financial Group Advisory Services LLC | 211.65K | Jun 30, 26 | +15.20K | 1.48% |
| FIDELITY D & D BANCORP INC | 208.89K | Jun 30, 26 | +24.32K | 1.46% |
| BSW Wealth Partners | 186.69K | Jun 30, 26 | -5.83K | 1.31% |
| B&D White Capital Company, LLC | 178.42K | Jun 30, 26 | -52.38K | 1.25% |
| Perigon Wealth Management, LLC | 165.17K | Jun 30, 26 | +7.41K | 1.16% |
| Austin Wealth Management, LLC | 160.15K | Jun 30, 26 | +7.98K | 1.12% |
| ANDERSON HOAGLAND & CO | 157.95K | Jun 30, 26 | -6.11K | 1.11% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 149.67K | Jun 30, 26 | +1.20K | 1.05% |
| Apeiron RIA LLC | 148.71K | Jun 30, 26 | +1.01K | 1.04% |
| Global Strategic Investment Solutions, LLC | 141.82K | Jun 30, 26 | -1.80K | 0.99% |
| BANK OF AMERICA CORP /DE/ | 134.78K | Jun 30, 26 | +11.40K | 0.94% |
| Cornerstone Wealth Partners, LLC | 133.74K | Jun 30, 26 | +15.73K | 0.94% |
| Cascade Financial Partners, LLC | 132.34K | Jun 30, 26 | +23.62K | 0.93% |
| MML INVESTORS SERVICES, LLC | 129.35K | Jun 30, 26 | +66.54K | 0.91% |
| Golden Bell Financial Planning LLC | 126.67K | Jun 30, 26 | -7.82K | 0.89% |
| Diversified Portfolios, Inc. | 117.42K | Jun 30, 26 | +117.42K | 0.82% |
| Farther Finance Advisors, LLC | 114.17K | Jun 30, 26 | +9.60K | 0.80% |
| EJMK Ventures LLC | 110.43K | Jun 30, 26 | +43.81K | 0.77% |
| ATLas Financial Planning LLC | 103.46K | Jun 30, 26 | +3.32K | 0.73% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 96.79K | Jun 30, 26 | +41.99K | 0.68% |
| Oceanside Advisors LLC | 96.08K | Jun 30, 26 | +2.59K | 0.67% |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 95.36K | Jun 30, 26 | +4.35K | 0.67% |
| PARK AVENUE SECURITIES LLC | 92.43K | Jun 30, 26 | +12.26K | 0.65% |
| AlphaCore Capital LLC | 92.25K | Jun 30, 26 | -2.98K | 0.65% |
| Buckingham Strategic Partners | 89.13K | Jun 30, 26 | +1.35K | 0.62% |
| BAYSHORE ASSET MANAGEMENT, LLC | 87.33K | Jun 30, 26 | +1.29K | 0.61% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 85.95K | Jun 30, 26 | +31.60K | 0.60% |
| Mariner, LLC | 80.62K | Jun 30, 26 | +61.83K | 0.57% |
| Greenspring Advisors, LLC | 77.62K | Jun 30, 26 | -538 | 0.54% |
| LPL Financial LLC | 77.36K | Jun 30, 26 | +30.95K | 0.54% |
| Simplicity Wealth,LLC | 74.24K | Jun 30, 26 | +2.60K | 0.52% |
| MB Generational Wealth, LLC | 71.94K | Jun 30, 26 | +543 | 0.50% |
| Tortoise Investment Management, LLC | 67.18K | Jun 30, 26 | -562 | 0.47% |
| PFC CAPITAL GROUP, INC. | 66.30K | Jun 30, 26 | +1.54K | 0.46% |
| CI Private Wealth, LLC | 65.42K | Jun 30, 26 | -195 | 0.46% |
| CSS LLC/IL | 62.97K | Jun 30, 26 | -- | 0.44% |
| AXXCESS WEALTH MANAGEMENT, LLC | 61.49K | Jun 30, 26 | +61.49K | 0.43% |
| ENTREWEALTH, LLC | 60.90K | Jun 30, 26 | +5.74K | 0.43% |
| Northland Capital Management LLC | 59.15K | Jun 30, 26 | -12.27K | 0.41% |
| CITADEL ADVISORS LLC | 55.73K | Jun 30, 26 | -155.88K | 0.39% |
| 1620 INVESTMENT ADVISORS, INC. | 52.32K | Jun 30, 26 | +52.32K | 0.37% |
| Trailhead Planners LLC | 50.13K | Jun 30, 26 | -5.10K | 0.35% |
| Parkshore Wealth Management, Inc. | 48.11K | Jun 30, 26 | -3.11K | 0.34% |
| Wedmont Private Capital | 46.58K | Jun 30, 26 | +483 | 0.33% |
| Creative Planning | 46.43K | Jun 30, 26 | -485 | 0.33% |
| Resources Investment Advisors, LLC. | 44.67K | Jun 30, 26 | +521 | 0.31% |
| JONES FINANCIAL COMPANIES LLLP | 38.38K | Jun 30, 26 | +6.19K | 0.27% |
| Gibson Capital, LLC | 36.60K | Jun 30, 26 | -19 | 0.26% |
| Quantinno Capital Management LP | 35.37K | Jun 30, 26 | +7.06K | 0.25% |
| AQR CAPITAL MANAGEMENT LLC | 33.75K | Jun 30, 26 | +1.33K | 0.24% |
| CoreFirst Bank & Trust | 32.90K | Jun 30, 26 | -20 | 0.23% |
| UMB Bank, n.a. | 29.00K | Jun 30, 26 | -1.40K | 0.20% |
| SHUFRO ROSE & CO LLC | 25.68K | Jun 30, 26 | +572 | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.13K | Jun 30, 26 | +1.12K | 0.18% |
| Mraz, Amerine & Associates, Inc. | 24.75K | Jun 30, 26 | +7.59K | 0.17% |
| Cypress Point Wealth Management, LLC | 23.66K | Jun 30, 26 | +5 | 0.17% |
| Altar Rock LLC | 23.49K | Jun 30, 26 | +184 | 0.16% |
| Jacobi Capital Management LLC | 23.07K | Jun 30, 26 | +1.79K | 0.16% |
| WorthPointe, LLC | 22.93K | Jun 30, 26 | +6.31K | 0.16% |
| Kestra Advisory Services, LLC | 22.23K | Jun 30, 26 | -6.84K | 0.16% |
| Freestone Capital Holdings, LLC | 21.87K | Jun 30, 26 | +21.87K | 0.15% |
| Capital Investment Advisory Services, LLC | 21.02K | Jun 30, 26 | +260 | 0.15% |
| ENZI WEALTH | 20.58K | Jun 30, 26 | -1.90K | 0.14% |
| Asset Dedication, LLC | 20.45K | Jun 30, 26 | -- | 0.14% |
| Accurate Wealth Management, LLC | 20.41K | Jun 30, 26 | +7.37K | 0.14% |
| Cresset Asset Management, LLC | 20.35K | Jun 30, 26 | -- | 0.14% |
| FIFTH THIRD SECURITIES, INC. | 19.90K | Jun 30, 26 | +1.95K | 0.14% |
| NCM Capital Management, LLC | 19.32K | Jun 30, 26 | +235 | 0.14% |
| Versant Capital Management, Inc | 19.05K | Jun 30, 26 | +6.71K | 0.13% |
| OLD MISSION CAPITAL LLC | 18.67K | Jun 30, 26 | -86.42K | 0.13% |
| GOLDMAN SACHS GROUP INC | 18.13K | Jun 30, 26 | -23.31K | 0.13% |
| CoreCap Advisors, LLC | 17.71K | Jun 30, 26 | +2.63K | 0.12% |
| LAM GROUP, INC. | 16.91K | Jun 30, 26 | +550 | 0.12% |
| Strategic Blueprint, LLC | 16.78K | Jun 30, 26 | -601 | 0.12% |
| Sensible Money, LLC | 16.34K | Jun 30, 26 | +2 | 0.11% |
| True Wealth Design, LLC | 16.10K | Jun 30, 26 | -150 | 0.11% |
| Forum Financial Management, LP | 14.60K | Jun 30, 26 | -- | 0.10% |
| Breakwater Capital Group | 14.39K | Jun 30, 26 | +76 | 0.10% |
| STIFEL FINANCIAL CORP | 13.79K | Jun 30, 26 | +13.79K | 0.10% |
| FIDUCIARY FINANCIAL ADVISORS | 13.39K | Jun 30, 26 | +13.39K | 0.09% |
| Cloud Capital Management, LLC | 13.02K | Jun 30, 26 | +902 | 0.09% |
| Sigma Planning Corp | 12.90K | Jun 30, 26 | +12.90K | 0.09% |
| M Wealth Management, LLC | 12.50K | Jun 30, 26 | +12.50K | 0.09% |
| Brand Asset Management Group, Inc. | 12.19K | Jun 30, 26 | -248 | 0.09% |
| Sankala Group LLC | 11.94K | Jun 30, 26 | +5.07K | 0.08% |
| Haven Private, LLC | 10.80K | Jun 30, 26 | -950 | 0.08% |
| Savant Capital, LLC | 10.73K | Jun 30, 26 | +154 | 0.08% |
| Werba Rubin Papier Wealth Management | 10.59K | Jun 30, 26 | -675 | 0.07% |
| Waverly Advisors, LLC | 10.50K | Jun 30, 26 | +157 | 0.07% |
| Merit Financial Group, LLC | 10.48K | Jun 30, 26 | +110 | 0.07% |
| XY Planning Network, Inc. | 10.43K | Jun 30, 26 | +4.25K | 0.07% |
| GUIDANCE CAPITAL, INC | 10.40K | Jun 30, 26 | +723 | 0.07% |
| Betterment LLC | 10.02K | Jun 30, 26 | -231 | 0.07% |
| Seed Wealth Management, Inc. | 9.71K | Jun 30, 26 | +1.83K | 0.07% |
| Creative Capital Management Investments LLC | 9.00K | Jun 30, 26 | +9.00K | 0.06% |
| Comprehensive Money Management Services LLC | 8.49K | Jun 30, 26 | -120 | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 8.37K | Jun 30, 26 | +774 | 0.06% |
| Summit Financial, LLC | 8.15K | Jun 30, 26 | -160 | 0.06% |
| DBK Financial Counsel, LLC | 7.92K | Jun 30, 26 | -1.63K | 0.06% |
| Vestment Financial LLC | 7.81K | Jun 30, 26 | -571 | 0.05% |
| HB Wealth Management, LLC | 7.55K | Jun 30, 26 | -1.26K | 0.05% |
| MAIMON WEALTH MANAGEMENT LTD. | 7.50K | Jun 30, 26 | +100 | 0.05% |
| marrick wealth, LLC | 7.48K | Jun 30, 26 | -1.62K | 0.05% |
| Cerity Partners LLC | 7.09K | Jun 30, 26 | +202 | 0.05% |
| BANK OF MONTREAL /CAN/ | 6.95K | Jun 30, 26 | +2.62K | 0.05% |
| ENDEAVOR PRIVATE WEALTH, INC. | 6.77K | Jun 30, 26 | +662 | 0.05% |
| Ariadne Wealth Management, LP | 6.73K | Jun 30, 26 | +1 | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.24K | Jun 30, 26 | +2 | 0.04% |
| WMG Financial Advisors, LLC | 6.15K | Jun 30, 26 | -- | 0.04% |
| Pacific Asset Management, LLC | 6.09K | Jun 30, 26 | +18 | 0.04% |
| Freedom Day Solutions, LLC | 5.70K | Jun 30, 26 | +5.70K | 0.04% |
| CreativeOne Wealth, LLC | 5.60K | Jun 30, 26 | +330 | 0.04% |
| FMB WEALTH MANAGEMENT | 5.49K | Jun 30, 26 | -- | 0.04% |
| Rockefeller Capital Management L.P. | 5.27K | Jun 30, 26 | -234 | 0.04% |
| Clearstead Advisors, LLC | 5.19K | Jun 30, 26 | +35 | 0.04% |
| Apella Capital, LLC | 4.89K | Jun 30, 26 | +31 | 0.03% |
| Financial Architects, LLC | 4.71K | Jun 30, 26 | -- | 0.03% |
| Nuveen, LLC | 4.70K | Jun 30, 26 | +4.70K | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 4.36K | Jun 30, 26 | +4.36K | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 4.22K | Jun 30, 26 | +4.22K | 0.03% |
| Orcam Financial Group | 4.07K | Jun 30, 26 | +28 | 0.03% |
| Powerhouse Assets LLC | 4.06K | Jun 30, 26 | -1.35K | 0.03% |
| Physician Wealth Solutions Inc. | 3.98K | Jun 30, 26 | -- | 0.03% |
| Beacon Pointe Advisors, LLC | 3.93K | Jun 30, 26 | +3.93K | 0.03% |
| Plancorp, LLC | 3.90K | Jun 30, 26 | -- | 0.03% |
| MORGAN STANLEY | 3.79K | Jun 30, 26 | +448 | 0.03% |
| Gladstone Institutional Advisory LLC | 3.56K | Jun 30, 26 | -24 | 0.02% |
| Savvy Advisors, Inc. | 3.50K | Jun 30, 26 | +3.50K | 0.02% |
| SAGE RHINO CAPITAL LLC | 3.49K | Jun 30, 26 | +140 | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 3.47K | Jun 30, 26 | +495 | 0.02% |
| Evanson Financial, LLC | 3.37K | Jun 30, 26 | +3.37K | 0.02% |
| Kane Co Wealth Management, Inc. | 3.18K | Jun 30, 26 | -250 | 0.02% |
| Aprio Wealth Management, LLC | 3.08K | Jun 30, 26 | +3.08K | 0.02% |
| PRIVATE TRUST CO NA | 2.93K | Jun 30, 26 | -- | 0.02% |
| CARDIFF PARK ADVISORS, LLC | 2.74K | Jun 30, 26 | +17 | 0.02% |
| MCF Advisors LLC | 2.71K | Jun 30, 26 | -5.96K | 0.02% |
| US BANCORP \DE\ | 2.01K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 1.82K | Jun 30, 26 | -175 | 0.01% |
| 3 FACTOR INDEXING, LLC | 1.57K | Jun 30, 26 | -- | 0.01% |
| BlackRock, Inc. | 1.45K | Jun 30, 26 | +1.45K | 0.01% |
| Signature Equity Partners, LLC | 1.34K | Jun 30, 26 | +555 | 0.01% |
| Parkside Financial Bank & Trust | 1.12K | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 1.02K | Jun 30, 26 | -321 | 0.01% |
| Allworth Financial LP | 930 | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 715 | Jun 30, 26 | +459 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 590 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 576 | Jun 30, 26 | +576 | 0.00% |
| Acumen Wealth Advisors, LLC | 434 | Jun 30, 26 | +284 | 0.00% |
| Bank of New Hampshire | 423 | Jun 30, 26 | -- | 0.00% |
| Kings Path Partners LLC | 399 | Jun 30, 26 | +18 | 0.00% |
| Community Bank, N.A. | 392 | Jun 30, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | 373 | Jun 30, 26 | +373 | 0.00% |
| WealthCollab, LLC | 340 | Jun 30, 26 | -- | 0.00% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 312 | Jun 30, 26 | +312 | 0.00% |
| Catherine Avery Investment Management LLC | 232 | Jun 30, 26 | +232 | 0.00% |
| NorthAvenue LLC | 189 | Jun 30, 26 | -- | 0.00% |
| Atomic Invest LLC | 181 | Jun 30, 26 | -172 | 0.00% |
| ASSETMARK, INC | 146 | Jun 30, 26 | +146 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 134 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 128 | Jun 30, 26 | +128 | 0.00% |
| REAP Financial Group, LLC | 113 | Jun 30, 26 | +113 | 0.00% |
| IFG Advisory, LLC | 105 | Jun 30, 26 | +105 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 88 | Jun 30, 26 | +1 | 0.00% |
| Steward Partners Investment Advisory, LLC | 72 | Jun 30, 26 | -- | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 69 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 60 | Jun 30, 26 | -64 | 0.00% |
| RHL GROUP, LLC | 57 | Jun 30, 26 | +16 | 0.00% |
| Beaird Harris Wealth Management, LLC | 51 | Jun 30, 26 | +51 | 0.00% |
| Global Retirement Partners, LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| ELEVATE WEALTH ADVISORY, INC | 48 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 16 | Jun 30, 26 | -915 | 0.00% |
| Orion Capital Management LLC | 16 | Jun 30, 26 | -74 | 0.00% |
| AE Wealth Management LLC | 15 | Jun 30, 26 | -44 | 0.00% |
| Strategic Wealth Partners, Ltd. | 9 | Jun 30, 26 | -8 | 0.00% |
| Smartleaf Asset Management LLC | 5 | Jun 30, 26 | -- | 0.00% |
| Life Planning Partners, Inc | -- | Jun 30, 26 | -4.13K | -- |
| EverSource Wealth Advisors, LLC | -- | Jun 30, 26 | -1.07K | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Jun 30, 26 | -10.42K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -6.59K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -766 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -131 | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -3.94K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -30.68K | -- |
| CWM, LLC | 268 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 707 | Dec 31, 25 | +707 | 0.00% |
| Fortress Wealth Management, Inc. | 100.21K | Sep 30, 25 | +1.59K | 0.70% |
| Accredited Wealth Management, LLC | 39.46K | Sep 30, 25 | +30.88K | 0.28% |
| Good Life Advisors, LLC | 16.34K | Jun 30, 25 | +1.35K | 0.11% |
| PrairieView Partners, LLC | 10.28K | Jun 30, 25 | -920 | 0.07% |
| Efficient Frontier Advisors LLC | 5.81K | Jun 30, 25 | +80 | 0.04% |
| CCM INVESTMENT GROUP, LLC | 796.32K | Mar 31, 25 | +42.77K | 5.58% |
| Callan Capital, LLC | 56.04K | Mar 31, 25 | +3.86K | 0.39% |
| Merriman Wealth Management, LLC | 797.73K | Dec 31, 24 | +23.81K | 5.59% |
| WMS Partners, LLC | 10.78K | Dec 31, 24 | -20 | 0.08% |
| All Season Financial Advisors, Inc. | 16.18K | Sep 30, 24 | +1.62K | 0.11% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 18.64K | Jun 30, 24 | +48 | 0.13% |
| PATHSTONE FAMILY OFFICE, LLC | 264.06K | Sep 30, 23 | +147.09K | 1.85% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 14.20K | Sep 30, 23 | -699 | 0.10% |
| Silicon Hills Wealth Management, LLC | 24.34K | Jun 30, 23 | -618 | 0.17% |
| Brainard Capital Management LLC | 104.83K | Mar 31, 23 | +21.86K | 0.73% |
| CPWM, LLC | 16.96K | Sep 30, 22 | -4.36K | 0.12% |
| WIPFLI FINANCIAL ADVISORS LLC, | 8.60K | Sep 30, 22 | -2.63K | 0.06% |