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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 |
|---|---|---|---|---|
| Empowered Funds, LLC | 1.19M | Jun 30, 26 | -46.51K | 6.86% |
| Sequoia Financial Advisors, LLC | 1.03M | Jun 30, 26 | +43.92K | 5.95% |
| AMERICAN CENTURY COMPANIES INC | 810.54K | Jun 30, 26 | +202.44K | 4.67% |
| Financial Plan, Inc. | 797.05K | Jun 30, 26 | +84.72K | 4.59% |
| NICOLET BANKSHARES INC | 619.23K | Jun 30, 26 | +21.65K | 3.57% |
| LPL Financial LLC | 578.81K | Jun 30, 26 | +277.51K | 3.34% |
| Quantum Financial Advisors, LLC | 455.25K | Jun 30, 26 | +31.01K | 2.62% |
| ShankerValleau Wealth Advisors, Inc. | 384.16K | Jun 30, 26 | +10.52K | 2.21% |
| Allegiance Financial Group Advisory Services LLC | 373.42K | Jun 30, 26 | +35.58K | 2.15% |
| Hill Investment Group Partners, LLC | 365.40K | Jun 30, 26 | -24.00K | 2.11% |
| BetterWealth, LLC | 347.59K | Jun 30, 26 | +8.31K | 2.00% |
| Prairiewood Capital, LLC | 318.86K | Jun 30, 26 | +10.29K | 1.84% |
| Capstone Financial Advisors, Inc. | 311.44K | Jun 30, 26 | -5.07K | 1.79% |
| Seaside Wealth Management, Inc. | 289.18K | Jun 30, 26 | +15.77K | 1.67% |
| LexAurum Advisors, LLC | 285.50K | Jun 30, 26 | -1.14K | 1.65% |
| Physician Wealth Solutions Inc. | 283.67K | Jun 30, 26 | -5.35K | 1.63% |
| ENVESTNET ASSET MANAGEMENT INC | 275.96K | Jun 30, 26 | +26.95K | 1.59% |
| Leading Edge Financial Planning LLC | 264.62K | Jun 30, 26 | +38.75K | 1.53% |
| Three Arch Wealth Management LLC | 264.36K | Jun 30, 26 | +20.79K | 1.52% |
| Colony Group, LLC | 248.31K | Jun 30, 26 | -31.22K | 1.43% |
| Equita Financial Network, Inc. | 217.77K | Jun 30, 26 | +10.41K | 1.26% |
| WorthPointe, LLC | 197.40K | Jun 30, 26 | +2.21K | 1.14% |
| Level Financial Advisors, Inc. | 173.16K | Jun 30, 26 | -83 | 1.00% |
| QUARRY HILL ADVISORS, LLC | 173.10K | Jun 30, 26 | +13.84K | 1.00% |
| CI Private Wealth, LLC | 156.37K | Jun 30, 26 | -14.11K | 0.90% |
| Vestment Financial LLC | 151.51K | Jun 30, 26 | -3.30K | 0.87% |
| PARK AVENUE SECURITIES LLC | 144.56K | Jun 30, 26 | +18.60K | 0.83% |
| SENTINEL WEALTH MANAGEMENT, INC. | 144.00K | Jun 30, 26 | +8.55K | 0.83% |
| LAM GROUP, INC. | 134.94K | Jun 30, 26 | +2.60K | 0.78% |
| Strategic Blueprint, LLC | 131.35K | Jun 30, 26 | -633 | 0.76% |
| Simplicity Wealth,LLC | 116.75K | Jun 30, 26 | +5.04K | 0.67% |
| Savant Capital, LLC | 115.90K | Jun 30, 26 | +93.84K | 0.67% |
| HTG Investment Advisors, Inc. | 110.30K | Jun 30, 26 | +10.57K | 0.64% |
| Austin Wealth Management, LLC | 106.11K | Jun 30, 26 | +2.19K | 0.61% |
| Cerity Partners LLC | 104.77K | Jun 30, 26 | +40.56K | 0.60% |
| Chicago Partners Investment Group LLC | 103.43K | Jun 30, 26 | +2.42K | 0.60% |
| Valued Wealth Advisors LLC | 97.93K | Jun 30, 26 | +3.72K | 0.56% |
| Resources Investment Advisors, LLC. | 89.65K | Jun 30, 26 | +1.63K | 0.52% |
| Wealthcare Advisory Partners LLC | 84.29K | Jun 30, 26 | +5.70K | 0.49% |
| Buckingham Strategic Partners | 83.71K | Jun 30, 26 | +368 | 0.48% |
| Networth Advisors, LLC | 79.14K | Jun 30, 26 | +10.57K | 0.46% |
| MML INVESTORS SERVICES, LLC | 78.61K | Jun 30, 26 | +15.14K | 0.45% |
| Burk Holdings LLC | 69.35K | Jun 30, 26 | +184 | 0.40% |
| Beaird Harris Wealth Management, LLC | 68.39K | Jun 30, 26 | -1.06K | 0.39% |
| Sprinkle Financial Consultants LLC | 62.09K | Jun 30, 26 | +8.54K | 0.36% |
| Arcadia Wealth Management, Inc. | 61.38K | Jun 30, 26 | -2.41K | 0.35% |
| Aprio Wealth Management, LLC | 58.56K | Jun 30, 26 | -1.97K | 0.34% |
| AE Wealth Management LLC | 56.22K | Jun 30, 26 | +11.92K | 0.32% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 55.50K | Jun 30, 26 | -- | 0.32% |
| WMG Financial Advisors, LLC | 54.62K | Jun 30, 26 | -2.22K | 0.31% |
| marrick wealth, LLC | 53.53K | Jun 30, 26 | +792 | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 49.38K | Jun 30, 26 | +2.00K | 0.28% |
| Haven Private, LLC | 48.49K | Jun 30, 26 | +21.02K | 0.28% |
| CARDIFF PARK ADVISORS, LLC | 46.09K | Jun 30, 26 | -3.54K | 0.27% |
| DBK Financial Counsel, LLC | 44.25K | Jun 30, 26 | -8.29K | 0.26% |
| BLVD Private Wealth, LLC | 42.67K | Jun 30, 26 | +868 | 0.25% |
| Beacon Pointe Advisors, LLC | 42.02K | Jun 30, 26 | -581 | 0.24% |
| AXXCESS WEALTH MANAGEMENT, LLC | 41.99K | Jun 30, 26 | +41.99K | 0.24% |
| AQR CAPITAL MANAGEMENT LLC | 40.62K | Jun 30, 26 | +3.61K | 0.23% |
| JPMORGAN CHASE & CO | 40.21K | Jun 30, 26 | -3.64K | 0.23% |
| Life Planning Partners, Inc | 38.34K | Jun 30, 26 | -1.09K | 0.22% |
| ENTREWEALTH, LLC | 38.15K | Jun 30, 26 | +4.50K | 0.22% |
| Rockwood Wealth Management, LLC | 34.92K | Jun 30, 26 | +2.81K | 0.20% |
| PCG Wealth Advisors, LLC | 34.82K | Jun 30, 26 | +257 | 0.20% |
| Werba Rubin Papier Wealth Management | 33.72K | Jun 30, 26 | +3.38K | 0.19% |
| Pacific Life Fund Advisors LLC | 32.68K | Jun 30, 26 | -778 | 0.19% |
| Forum Financial Management, LP | 31.01K | Jun 30, 26 | -1.89K | 0.18% |
| GeoWealth Management, LLC | 29.80K | Jun 30, 26 | +1.72K | 0.17% |
| CoreCap Advisors, LLC | 29.67K | Jun 30, 26 | +4.68K | 0.17% |
| Apella Capital, LLC | 29.27K | Jun 30, 26 | +1.08K | 0.17% |
| Flagstone Financial Management | 29.01K | Jun 30, 26 | +194 | 0.17% |
| Creative Planning | 28.08K | Jun 30, 26 | +451 | 0.16% |
| Empire Financial Management Company, LLC | 27.69K | Jun 30, 26 | +576 | 0.16% |
| MERCER GLOBAL ADVISORS INC /ADV | 27.06K | Jun 30, 26 | +99 | 0.16% |
| Farther Finance Advisors, LLC | 25.25K | Jun 30, 26 | +3.44K | 0.15% |
| SC&H Financial Advisors, Inc. | 25.17K | Jun 30, 26 | -1.82K | 0.15% |
| TCI Wealth Advisors, Inc. | 24.61K | Jun 30, 26 | -3.86K | 0.14% |
| B&D White Capital Company, LLC | 24.08K | Jun 30, 26 | -16.25K | 0.14% |
| SATOVSKY ASSET MANAGEMENT LLC | 22.27K | Jun 30, 26 | +116 | 0.13% |
| BAYSHORE ASSET MANAGEMENT, LLC | 21.41K | Jun 30, 26 | +19 | 0.12% |
| Sanchez Levi Garrett | 18.85K | Jun 30, 26 | +585 | 0.11% |
| Cogent Private Wealth, Inc. | 18.66K | Jun 30, 26 | +134 | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 18.39K | Jun 30, 26 | +5.82K | 0.11% |
| Baird Financial Group, Inc. | 18.15K | Jun 30, 26 | +18.15K | 0.10% |
| SeedSafe Financial LLC | 17.94K | Jun 30, 26 | -- | 0.10% |
| Avant Financial Advisors LLC | 17.62K | Jun 30, 26 | +538 | 0.10% |
| Ameritas Advisory Services, LLC | 17.46K | Jun 30, 26 | +17.46K | 0.10% |
| Torren Management, LLC | 16.79K | Jun 30, 26 | +12.29K | 0.10% |
| MB Generational Wealth, LLC | 16.42K | Jun 30, 26 | -- | 0.09% |
| Quantinno Capital Management LP | 15.60K | Jun 30, 26 | +343 | 0.09% |
| Private Advisor Group, LLC | 15.37K | Jun 30, 26 | +15.37K | 0.09% |
| FIFTH THIRD SECURITIES, INC. | 15.31K | Jun 30, 26 | +510 | 0.09% |
| POINCIANA ADVISORS GROUP, LLC | 15.14K | Jun 30, 26 | -- | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15.13K | Jun 30, 26 | +48 | 0.09% |
| Financial Engines Advisors L.L.C. | 14.54K | Jun 30, 26 | +46 | 0.08% |
| ENDEAVOR PRIVATE WEALTH, INC. | 14.06K | Jun 30, 26 | +1.84K | 0.08% |
| Modera Wealth Management, LLC | 13.62K | Jun 30, 26 | +13.62K | 0.08% |
| Kestra Advisory Services, LLC | 13.62K | Jun 30, 26 | +616 | 0.08% |
| Parkshore Wealth Management, Inc. | 13.61K | Jun 30, 26 | -2.25K | 0.08% |
| Diversified Portfolios, Inc. | 12.91K | Jun 30, 26 | -1.35K | 0.07% |
| KEB ASSET MANAGEMENT, LLC | 11.55K | Jun 30, 26 | +236 | 0.07% |
| Morton Brown Family Wealth, LLC | 9.80K | Jun 30, 26 | +127 | 0.06% |
| Ariadne Wealth Management, LP | 9.44K | Jun 30, 26 | +4 | 0.05% |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 9.25K | Jun 30, 26 | -76 | 0.05% |
| MAI Capital Management | 8.41K | Jun 30, 26 | +8.41K | 0.05% |
| BWM Planning, LLC | 8.37K | Jun 30, 26 | -- | 0.05% |
| FMB WEALTH MANAGEMENT | 8.01K | Jun 30, 26 | +429 | 0.05% |
| JANE STREET GROUP, LLC | 8.01K | Jun 30, 26 | +8.01K | 0.05% |
| Henrickson Nauta Wealth Advisors, Inc. | 7.92K | Jun 30, 26 | -4.46K | 0.05% |
| GARRISON POINT ADVISORS, LLC | 7.89K | Jun 30, 26 | -60 | 0.05% |
| Tortoise Investment Management, LLC | 6.41K | Jun 30, 26 | -2.00K | 0.04% |
| Ares Financial Consulting, LLC | 6.05K | Jun 30, 26 | +24 | 0.03% |
| JACKSON THORNTON ASSET MANAGEMENT, LLC | 5.99K | Jun 30, 26 | -- | 0.03% |
| Global Trust Wealth Management LLC | 5.95K | Jun 30, 26 | -74 | 0.03% |
| CURIO WEALTH, LLC | 5.92K | Jun 30, 26 | +21 | 0.03% |
| Evanson Financial, LLC | 5.91K | Jun 30, 26 | +5.91K | 0.03% |
| Abacus Planning Group, Inc. | 5.67K | Jun 30, 26 | -70 | 0.03% |
| NWAM LLC | 5.46K | Jun 30, 26 | +13 | 0.03% |
| CAHILL FINANCIAL ADVISORS INC | 5.39K | Jun 30, 26 | +5.39K | 0.03% |
| Global Retirement Partners, LLC | 5.16K | Jun 30, 26 | +5.16K | 0.03% |
| D. E. Shaw & Co., Inc. | 5.15K | Jun 30, 26 | +5.15K | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.49K | Jun 30, 26 | -26.53K | 0.03% |
| Merit Financial Group, LLC | 4.48K | Jun 30, 26 | -1.20K | 0.03% |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 4.41K | Jun 30, 26 | +4.41K | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 2.94K | Jun 30, 26 | +1.21K | 0.02% |
| Lloyd Advisory Services, LLC. | 2.21K | Jun 30, 26 | +1.89K | 0.01% |
| WELLS FARGO & COMPANY/MN | 1.88K | Jun 30, 26 | +1.67K | 0.01% |
| ROYAL BANK OF CANADA | 1.82K | Jun 30, 26 | +1.82K | 0.01% |
| RHL GROUP, LLC | 1.73K | Jun 30, 26 | +371 | 0.01% |
| Quarry LP | 1.44K | Jun 30, 26 | +1.44K | 0.01% |
| Cherry Tree Wealth Management, LLC | 944 | Jun 30, 26 | +417 | 0.01% |
| Integrated Wealth Concepts LLC | 813 | Jun 30, 26 | +813 | 0.00% |
| MORRIS FINANCIAL CONCEPTS, INC. | 812 | Jun 30, 26 | -43 | 0.00% |
| Creative Capital Management Investments LLC | 565 | Jun 30, 26 | -- | 0.00% |
| PFC CAPITAL GROUP, INC. | 500 | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 432 | Jun 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 322 | Jun 30, 26 | +2 | 0.00% |
| Synergy Investment Management, LLC | 293 | Jun 30, 26 | +3 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 278 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 251 | Jun 30, 26 | -- | 0.00% |
| MORGAN STANLEY | 245 | Jun 30, 26 | +1 | 0.00% |
| REAP Financial Group, LLC | 208 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 180 | Jun 30, 26 | +180 | 0.00% |
| True Wealth Design, LLC | 165 | Jun 30, 26 | +165 | 0.00% |
| Dogwood Wealth Management LLC | 122 | Jun 30, 26 | -2 | 0.00% |
| PRIVATE TRUST CO NA | 115 | Jun 30, 26 | +115 | 0.00% |
| UMB Bank, n.a. | 114 | Jun 30, 26 | +114 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 52 | Jun 30, 26 | +52 | 0.00% |
| HFM Investment Advisors, LLC | 31 | Jun 30, 26 | -8 | 0.00% |
| N.E.W. Advisory Services LLC | 23 | Jun 30, 26 | -- | 0.00% |
| Tidemark, LLC | 22 | Jun 30, 26 | +22 | 0.00% |
| Strategic Wealth Partners, Ltd. | 19 | Jun 30, 26 | -15 | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 13 | Jun 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 3 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | -- | Jun 30, 26 | -495 | -- |
| ALBION FINANCIAL GROUP /UT | -- | Jun 30, 26 | -830 | -- |
| SIGNATUREFD, LLC | -- | Jun 30, 26 | -1 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -6.86K | -- |
| CLUNE & ASSOCIATES, LTD. | -- | Jun 30, 26 | -4.64K | -- |
| Avantax Planning Partners, Inc. | -- | Jun 30, 26 | -6.50K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -14.59K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -1.39K | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -1.29K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -122 | -- |
| North Ridge Wealth Advisors, Inc. | 102.84K | Mar 31, 26 | -2.20K | 0.59% |
| CWM, LLC | 83.03K | Mar 31, 26 | -46.23K | 0.48% |
| Evanson Asset Management, LLC | 5.88K | Mar 31, 26 | +4 | 0.03% |
| SOL Capital Management CO | -- | Mar 31, 26 | -36.65K | -- |
| NICOLET ADVISORY SERVICES, LLC | 388.80K | Dec 31, 25 | -89.83K | 2.24% |
| Edge Financial Advisors LLC | 9.19K | Dec 31, 25 | +9.19K | 0.05% |
| Willow Creek Wealth Management Inc. | 7.34K | Sep 30, 25 | +455 | 0.04% |
| Waypoint Wealth Partners Inc. | 34.75K | Jun 30, 25 | -365 | 0.20% |
| Parkworth Wealth Management, Inc. | 20.39K | Jun 30, 25 | +172 | 0.12% |
| Good Life Advisors, LLC | 8.42K | Jun 30, 25 | +274 | 0.05% |
| CCM INVESTMENT GROUP, LLC | 1.20M | Mar 31, 25 | +16.50K | 6.92% |
| Merriman Wealth Management, LLC | 301.31K | Dec 31, 24 | +19.08K | 1.74% |
| Carlson Capital Management | 128.55K | Dec 31, 24 | -13.36K | 0.74% |
| Waypoint Capital Advisors, LLC | 65.39K | Sep 30, 24 | -22.99K | 0.38% |
| First Ascent Asset Management, LLC | 34.61K | Dec 31, 23 | +2.29K | 0.20% |
| TRIAD FINANCIAL ADVISORS, INC. | 45.22K | Sep 30, 23 | +5.21K | 0.26% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 37.74K | Sep 30, 23 | +1.53K | 0.22% |
| TimeScale Financial, Inc. | 36 | Jun 30, 23 | +36 | 0.00% |
| Align Wealth Management, LLC | 2.22K | Dec 31, 22 | +2.22K | 0.01% |
| BALASA DINVERNO & FOLTZ LLC | 38.56K | Sep 30, 22 | +31.08K | 0.22% |
| CPWM, LLC | 28.33K | Sep 30, 22 | -10.59K | 0.16% |
