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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 |
|---|---|---|---|---|
| MORGAN STANLEY | 9.16M | Jun 30, 26 | +174.99K | 10.11% |
| Allspring Global Investments Holdings, LLC | 6.00M | Jun 30, 26 | -386.25K | 6.62% |
| Karpus Management, Inc. | 2.33M | Jun 30, 26 | +378.26K | 2.57% |
| LAZARD ASSET MANAGEMENT LLC | 1.83M | Jun 30, 26 | +451.01K | 2.02% |
| Waterfront Wealth Inc. | 1.77M | Jun 30, 26 | +2.86K | 1.95% |
| Invesco Ltd. | 1.26M | Jun 30, 26 | +132.55K | 1.39% |
| Baird Financial Group, Inc. | 1.19M | Jun 30, 26 | +126.87K | 1.32% |
| WNY Asset Management, LLC | 1.11M | Jun 30, 26 | -392.79K | 1.23% |
| WELLS FARGO & COMPANY/MN | 989.66K | Jun 30, 26 | -291.11K | 1.09% |
| Uncommon Cents Investing LLC | 720.40K | Jun 30, 26 | +95.92K | 0.80% |
| WOLVERINE ASSET MANAGEMENT LLC | 713.60K | Jun 30, 26 | +183.40K | 0.79% |
| Arete Wealth Advisors, LLC | 661.33K | Jun 30, 26 | +3.34K | 0.73% |
| Saba Capital Management, L.P. | 654.82K | Jun 30, 26 | +654.82K | 0.72% |
| GUGGENHEIM CAPITAL LLC | 626.49K | Jun 30, 26 | +119.22K | 0.69% |
| BANK OF AMERICA CORP /DE/ | 538.31K | Jun 30, 26 | -18.31K | 0.59% |
| Smith Asset Management Co., LLC | 478.46K | Jun 30, 26 | -3.42K | 0.53% |
| LPL Financial LLC | 474.92K | Jun 30, 26 | +57.87K | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 472.15K | Jun 30, 26 | +5.88K | 0.52% |
| FLAGSHIP HARBOR ADVISORS, LLC | 437.24K | Jun 30, 26 | -393.31K | 0.48% |
| ADVISOR GROUP HOLDINGS, INC. | 349.43K | Jun 30, 26 | +41.34K | 0.39% |
| ROYAL BANK OF CANADA | 300.37K | Jun 30, 26 | +11.99K | 0.33% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 289.91K | Jun 30, 26 | +6.80K | 0.32% |
| Janney Montgomery Scott LLC | 215.51K | Jun 30, 26 | +172.95K | 0.24% |
| UBS Group AG | 190.08K | Jun 30, 26 | -123.66K | 0.21% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 182.64K | Jun 30, 26 | -14.67K | 0.20% |
| AMERIPRISE FINANCIAL INC | 171.22K | Jun 30, 26 | -14.02K | 0.19% |
| Logan Stone Capital, LLC | 155.05K | Jun 30, 26 | +68.99K | 0.17% |
| IHT Wealth Management, LLC | 145.37K | Jun 30, 26 | +542 | 0.16% |
| Alessandra Capital Management, LLC | 145.28K | Jun 30, 26 | +10.05K | 0.16% |
| Shaker Financial Services, LLC | 144.64K | Jun 30, 26 | +27.32K | 0.16% |
| Advisors Asset Management, Inc. | 126.00K | Jun 30, 26 | -407 | 0.14% |
| Stolper Co | 122.75K | Jun 30, 26 | +122.75K | 0.14% |
| FIFTH THIRD BANCORP | 121.88K | Jun 30, 26 | +2.00K | 0.13% |
| THRIVENT FINANCIAL FOR LUTHERANS | 121.52K | Jun 30, 26 | +20.00K | 0.13% |
| Calamos Advisors LLC | 115.35K | Jun 30, 26 | +115.35K | 0.13% |
| READYSTATE ASSET MANAGEMENT LP | 102.94K | Jun 30, 26 | -53.15K | 0.11% |
| one8zero8, LLC | 92.00K | Jun 30, 26 | -2.50K | 0.10% |
| Closed-End Fund Advisors, Inc. | 91.03K | Jun 30, 26 | +8.53K | 0.10% |
| Concurrent Investment Advisors, LLC | 87.91K | Jun 30, 26 | -- | 0.10% |
| Kestra Advisory Services, LLC | 81.83K | Jun 30, 26 | +10.77K | 0.09% |
| Comprehensive Money Management Services LLC | 74.27K | Jun 30, 26 | -5.99K | 0.08% |
| Dakota Wealth Management | 73.04K | Jun 30, 26 | +1.25K | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 71.95K | Jun 30, 26 | +71.95K | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 70.00K | Jun 30, 26 | -8.51K | 0.08% |
| Abel Hall, LLC | 52.00K | Jun 30, 26 | -- | 0.06% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 47.36K | Jun 30, 26 | +15.14K | 0.05% |
| CITADEL ADVISORS LLC | 45.05K | Jun 30, 26 | +45.05K | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 43.94K | Jun 30, 26 | +37.49K | 0.05% |
| GAINLINE FINANCIAL PARTNERS, LLC | 41.31K | Jun 30, 26 | +41.31K | 0.05% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 40.94K | Jun 30, 26 | -1.15M | 0.05% |
| Steward Partners Investment Advisory, LLC | 40.44K | Jun 30, 26 | +3.41K | 0.04% |
| Leisure Capital Management | 39.42K | Jun 30, 26 | -- | 0.04% |
| OPPENHEIMER & CO INC | 38.07K | Jun 30, 26 | +1.37K | 0.04% |
| HighTower Advisors, LLC | 35.83K | Jun 30, 26 | +1.73K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 35.48K | Jun 30, 26 | +7.32K | 0.04% |
| NewEdge Advisors, LLC | 34.92K | Jun 30, 26 | -- | 0.04% |
| NWF Advisory Services Inc. | 34.41K | Jun 30, 26 | -1.75K | 0.04% |
| Rockefeller Capital Management L.P. | 32.50K | Jun 30, 26 | -461 | 0.04% |
| ENDEAVOR PRIVATE WEALTH, INC. | 27.78K | Jun 30, 26 | -10.67K | 0.03% |
| Cetera Investment Advisers | 26.39K | Jun 30, 26 | +6.83K | 0.03% |
| Successful Portfolios LLC | 25.70K | Jun 30, 26 | -- | 0.03% |
| Quantedge Capital Pte Ltd | 23.80K | Jun 30, 26 | +23.80K | 0.03% |
| Advisory Services Network, LLC | 22.23K | Jun 30, 26 | -- | 0.02% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19.49K | Jun 30, 26 | +252 | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 19.34K | Jun 30, 26 | +102 | 0.02% |
| DECISION INVESTMENTS, INC | 18.16K | Jun 30, 26 | -- | 0.02% |
| Kovack Advisors, Inc. | 17.98K | Jun 30, 26 | +1.04K | 0.02% |
| Advisory Advocates, LLC | 17.98K | Jun 30, 26 | -- | 0.02% |
| BOOTHBAY FUND MANAGEMENT, LLC | 17.32K | Jun 30, 26 | -6.85K | 0.02% |
| HARBOUR INVESTMENTS, INC. | 16.70K | Jun 30, 26 | +116 | 0.02% |
| Virtu Financial LLC | 16.51K | Jun 30, 26 | +986 | 0.02% |
| Perigon Wealth Management, LLC | 15.00K | Jun 30, 26 | -- | 0.02% |
| US BANCORP \DE\ | 14.56K | Jun 30, 26 | -- | 0.02% |
| Gladstone Institutional Advisory LLC | 14.41K | Jun 30, 26 | -- | 0.02% |
| Creative Planning | 14.31K | Jun 30, 26 | +2.36K | 0.02% |
| MILLENNIUM MANAGEMENT LLC | 12.70K | Jun 30, 26 | -78.18K | 0.01% |
| XTX Topco Ltd | 12.59K | Jun 30, 26 | -9.70K | 0.01% |
| Investment Partners Asset Management, Inc. | 12.58K | Jun 30, 26 | -- | 0.01% |
| Alteri Wealth LLC | 12.53K | Jun 30, 26 | +34 | 0.01% |
| MISSION WEALTH MANAGEMENT, LP | 12.15K | Jun 30, 26 | +12.15K | 0.01% |
| NBC SECURITIES, INC. | 11.50K | Jun 30, 26 | -- | 0.01% |
| EVOLVE PRIVATE WEALTH, LLC | 11.21K | Jun 30, 26 | -- | 0.01% |
| BENJAMIN EDWARDS INC | 10.80K | Jun 30, 26 | -3.55K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10.56K | Jun 30, 26 | +10.56K | 0.01% |
| CERTUITY, LLC | 10.42K | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 6.79K | Jun 30, 26 | -4.75K | 0.01% |
| SRS Capital Advisors, Inc. | 6.70K | Jun 30, 26 | +6.70K | 0.01% |
| Atlantic Union Bankshares Corp | 5.33K | Jun 30, 26 | -- | 0.01% |
| Colonial Trust Co / SC | 4.38K | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 2.83K | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 2.55K | Jun 30, 26 | +2.55K | 0.00% |
| BRYN MAWR TRUST Co | 2.50K | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 1.35K | Jun 30, 26 | -- | 0.00% |
| Smallwood Wealth Investment Management, LLC | 1.32K | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 971 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 872 | Jun 30, 26 | +507 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 500 | Jun 30, 26 | +500 | 0.00% |
| CGC Financial Services, LLC | 477 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 325 | Jun 30, 26 | +325 | 0.00% |
| Horrell Capital Management, Inc. | 200 | Jun 30, 26 | -- | 0.00% |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -11.97K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -12.58K | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -217.07K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -17.21K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -99.59K | -- |
| Soltis Investment Advisors LLC | -- | Jun 30, 26 | -12.53K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -555 | -- |
| Miracle Mile Advisors, LLC | -- | Jun 30, 26 | -10.20K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -109 | -- |
| WealthTrust Axiom LLC | -- | Jun 30, 26 | -10.50K | -- |
| CORRADO ADVISORS, LLC | -- | Jun 30, 26 | -343.46K | -- |
| CWM, LLC | 937 | Mar 31, 26 | +570 | 0.00% |
| COMERICA BANK | 119.88K | Dec 31, 25 | -10.24K | 0.13% |
| Atria Wealth Solutions, Inc. | 15.00K | Jun 30, 25 | +4.08K | 0.02% |
| WINTRUST INVESTMENTS LLC | -- | Dec 31, 24 | -1.40K | -- |
| RAYMOND JAMES & ASSOCIATES | 225.19K | Sep 30, 24 | -26.74K | 0.25% |
| Raymond James Financial Services Advisors, Inc. | 129.15K | Sep 30, 24 | -7.29K | 0.14% |
| KARPAS STRATEGIES, LLC | 15.64K | Jun 30, 24 | +287 | 0.02% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 5.71K | Jun 30, 24 | -- | 0.01% |
| Cetera Advisors LLC | 12.09K | Mar 31, 24 | +1.55K | 0.01% |
| ADVISOR PARTNERS II, LLC | 54.60K | Sep 30, 23 | +54.60K | 0.06% |
| BDO Wealth Advisors, LLC | -- | Jun 30, 23 | -373 | -- |
| American Portfolios Advisors | 18.40K | Sep 30, 22 | +3.50K | 0.02% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3.33M | Mar 31, 22 | -330.41K | 3.67% |
| NEXT Financial Group, Inc | 2.40K | Dec 31, 21 | +100 | 0.00% |
| Carroll Financial Associates, Inc. | 622 | Dec 31, 21 | -- | 0.00% |
| Harborview Advisors, LLC | 23.41K | Sep 30, 21 | +333 | 0.03% |
| FIDUCIARY TRUST INTERNATIONAL LLC | -- | Jun 30, 20 | -18.59K | -- |
| Advisor Group, Inc. | 85.28K | Dec 31, 19 | +56.20K | 0.09% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 65.78K | Dec 31, 19 | -1.76K | 0.07% |
| BB&T SECURITIES, LLC | 22.73K | Sep 30, 19 | -2.01K | 0.03% |
| Jacobus Wealth Management, Inc. | 409.22K | Sep 30, 17 | +11.77K | 0.45% |
| Commonwealth Equity Services, Inc | 38.85K | Jun 30, 17 | -1.37K | 0.04% |
| MSI Financial Services Inc | 19.54K | Dec 31, 16 | +691 | 0.02% |
| Investors Capital Advisory Services | 13.84K | Jun 30, 16 | +2.77K | 0.02% |
| MANAGED ACCOUNT ADVISORS LLC | -- | Jun 30, 15 | -37 | -- |
| Relative Value Partners, LLC | 13.36K | Mar 31, 15 | -- | 0.01% |
| BAIRD ROBERT W & CO INC /WI/ | 12.92K | Mar 31, 15 | -- | 0.01% |
| NEW ENGLAND SECURITIES CORP /MA/ | 550 | Dec 31, 14 | -- | 0.00% |
| Gary Goldberg Planning Services Inc | -- | Dec 31, 14 | -19.50K | -- |
| UBS AG | 1.91M | Sep 30, 14 | +391.69K | 2.11% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -12.61K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 15.29K | Sep 30, 13 | -859 | 0.02% |
| First Allied Securities, Inc. | 3.35K | Jun 30, 12 | -3.47K | 0.00% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 144.47K | Jun 30, 10 | -100.43K | 0.16% |
