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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 | 577.33K | Jun 30, 26 | -73.89K | 2.88% |
| TSP Capital Management Group, LLC | 402.23K | Jun 30, 26 | -6.80K | 2.00% |
| GUGGENHEIM CAPITAL LLC | 327.82K | Jun 30, 26 | +20.19K | 1.63% |
| Invesco Ltd. | 299.83K | Jun 30, 26 | -36.74K | 1.49% |
| RAYMOND JAMES FINANCIAL INC | 249.81K | Jun 30, 26 | +81.52K | 1.25% |
| COHEN & STEERS, INC. | 216.01K | Jun 30, 26 | +30.00K | 1.08% |
| Shaker Financial Services, LLC | 188.75K | Jun 30, 26 | -32.51K | 0.94% |
| Capital Investment Advisors, LLC | 154.82K | Jun 30, 26 | -2.13K | 0.77% |
| MORGAN STANLEY | 139.84K | Jun 30, 26 | -49.70K | 0.70% |
| PFG Investments, LLC | 108.07K | Jun 30, 26 | -600 | 0.54% |
| WOLVERINE ASSET MANAGEMENT LLC | 82.57K | Jun 30, 26 | +31.59K | 0.41% |
| NewEdge Advisors, LLC | 79.96K | Jun 30, 26 | +13.23K | 0.40% |
| Advisors Asset Management, Inc. | 68.78K | Jun 30, 26 | +15.10K | 0.34% |
| CI Private Wealth, LLC | 68.26K | Jun 30, 26 | +33.82K | 0.34% |
| Secure Asset Management, LLC | 63.49K | Jun 30, 26 | -22.73K | 0.32% |
| Janney Montgomery Scott LLC | 62.38K | Jun 30, 26 | -8.24K | 0.31% |
| Hennion & Walsh Asset Management, Inc. | 61.80K | Jun 30, 26 | +45.64K | 0.31% |
| Cetera Investment Advisers | 58.24K | Jun 30, 26 | +20.66K | 0.29% |
| BANK OF AMERICA CORP /DE/ | 56.02K | Jun 30, 26 | -6.28K | 0.28% |
| ROYAL BANK OF CANADA | 53.87K | Jun 30, 26 | -9.39K | 0.27% |
| LPL Financial LLC | 49.24K | Jun 30, 26 | +5.25K | 0.25% |
| Jefferies Financial Group Inc. | 25.94K | Jun 30, 26 | +7.65K | 0.13% |
| FIRST TRUST ADVISORS LP | 25.61K | Jun 30, 26 | -964 | 0.13% |
| Camelot Portfolios, LLC | 25.03K | Jun 30, 26 | +25.03K | 0.12% |
| Baird Financial Group, Inc. | 24.68K | Jun 30, 26 | -232 | 0.12% |
| THRIVENT FINANCIAL FOR LUTHERANS | 23.80K | Jun 30, 26 | -- | 0.12% |
| MCRAE CAPITAL MANAGEMENT INC | 22.90K | Jun 30, 26 | +322 | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 22.34K | Jun 30, 26 | +1.48K | 0.11% |
| JANE STREET GROUP, LLC | 18.67K | Jun 30, 26 | +18.67K | 0.09% |
| UBS Group AG | 18.16K | Jun 30, 26 | +12.08K | 0.09% |
| MML INVESTORS SERVICES, LLC | 16.52K | Jun 30, 26 | +1.08K | 0.08% |
| CALDWELL SUTTER CAPITAL, INC. | 16.40K | Jun 30, 26 | -- | 0.08% |
| BARINGS LLC | 16.33K | Jun 30, 26 | +420 | 0.08% |
| READYSTATE ASSET MANAGEMENT LP | 15.82K | Jun 30, 26 | -67.79K | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 14.06K | Jun 30, 26 | +849 | 0.07% |
| OPPENHEIMER & CO INC | 13.61K | Jun 30, 26 | +153 | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 12.81K | Jun 30, 26 | +12.81K | 0.06% |
| TWO SIGMA SECURITIES, LLC | 12.36K | Jun 30, 26 | +12.36K | 0.06% |
| FIFTH THIRD BANCORP | 12.00K | Jun 30, 26 | -- | 0.06% |
| J.W. COLE ADVISORS, INC. | 11.91K | Jun 30, 26 | +11.91K | 0.06% |
| XTX Topco Ltd | 11.09K | Jun 30, 26 | +11.09K | 0.06% |
| Concurrent Investment Advisors, LLC | 10.64K | Jun 30, 26 | +10.64K | 0.05% |
| Founders Financial Alliance, LLC | 10.54K | Jun 30, 26 | +22 | 0.05% |
| Vestmark Advisory Solutions, Inc. | 10.00K | Jun 30, 26 | -- | 0.05% |
| Mount Yale Investment Advisors, LLC | 10.00K | Jun 30, 26 | -- | 0.05% |
| IFG Advisory, LLC | 6.80K | Jun 30, 26 | -- | 0.03% |
| Rockefeller Capital Management L.P. | 3.93K | Jun 30, 26 | -- | 0.02% |
| Allworth Financial LP | 3.60K | Jun 30, 26 | -2.50K | 0.02% |
| Clear Street Group Inc. | 3.33K | Jun 30, 26 | +3.33K | 0.02% |
| SOA Wealth Advisors, LLC. | 2.74K | Jun 30, 26 | +70 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.84K | Jun 30, 26 | -- | 0.01% |
| FNY Investment Advisers, LLC | 800 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 527 | Jun 30, 26 | +527 | 0.00% |
| Integrated Wealth Concepts LLC | 400 | Jun 30, 26 | +400 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -6.40K | -- |
| Lido Advisors, LLC | -- | Jun 30, 26 | -20.73K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -26.39K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -57 | -- |
| AMERIPRISE FINANCIAL INC | -- | Jun 30, 26 | -37.50K | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -2.70K | -- |
| CWM, LLC | 560 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 12.00K | Dec 31, 25 | -- | 0.06% |
| Stephens Consulting, LLC | 1.28K | Dec 31, 25 | -- | 0.01% |
| CAROLINAS WEALTH CONSULTING LLC | 4.25K | Mar 31, 25 | -- | 0.02% |
| RAYMOND JAMES & ASSOCIATES | 168.83K | Sep 30, 24 | +6.93K | 0.84% |
| Raymond James Financial Services Advisors, Inc. | 13.37K | Sep 30, 24 | -- | 0.07% |
| EMFO, LLC | 7.35K | Jun 30, 24 | -- | 0.04% |
| Cetera Advisors LLC | 45.88K | Mar 31, 24 | +45.88K | 0.23% |
| Cetera Advisor Networks LLC | 18.23K | Mar 31, 24 | -1.17K | 0.09% |
| Baystate Wealth Management LLC | 504 | Dec 31, 23 | +504 | 0.00% |
| Foresight Wealth Management, LLC | -- | Dec 31, 22 | -10.07K | -- |
| Jefferies Group LLC | 31.61K | Sep 30, 22 | -4.00K | 0.16% |
| FourThought Financial, LLC | 5.96K | Sep 30, 22 | -1.74K | 0.03% |
| American Portfolios Advisors | 4.53K | Sep 30, 22 | -- | 0.02% |
| MUFG Americas Holdings Corp | 750 | Sep 30, 22 | +750 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 49.62K | Mar 31, 22 | +49.62K | 0.25% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -4.58K | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 65.90K | Sep 30, 21 | -9.80K | 0.33% |
| Winslow, Evans & Crocker, Inc. | 550 | Dec 31, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 73.52K | Dec 31, 19 | +17.51K | 0.37% |
| Advisor Group, Inc. | 31.60K | Dec 31, 19 | +249 | 0.16% |
| BB&T SECURITIES, LLC | 46.88K | Sep 30, 19 | -1.23K | 0.23% |
| American Financial Network Advisory Services LLC | -- | Sep 30, 19 | -15.85K | -- |
| FIRST FINANCIAL EQUITY CORPORATION | 10.95K | Mar 31, 17 | +10.95K | 0.05% |
| MSI Financial Services Inc | 1.13K | Dec 31, 16 | -- | 0.01% |
