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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 | 4.08M | Jun 30, 26 | -84.21K | 10.45% |
| WELLS FARGO & COMPANY/MN | 1.01M | Jun 30, 26 | -19.04K | 2.58% |
| UBS Group AG | 606.13K | Jun 30, 26 | -33.09K | 1.55% |
| GUGGENHEIM CAPITAL LLC | 520.49K | Jun 30, 26 | -108.03K | 1.33% |
| Invesco Ltd. | 384.49K | Jun 30, 26 | +58.59K | 0.98% |
| COHEN & STEERS, INC. | 371.80K | Jun 30, 26 | -- | 0.95% |
| Shaker Financial Services, LLC | 301.45K | Jun 30, 26 | +188.69K | 0.77% |
| SIT INVESTMENT ASSOCIATES INC | 289.49K | Jun 30, 26 | +264.49K | 0.74% |
| RAYMOND JAMES FINANCIAL INC | 284.15K | Jun 30, 26 | -18.76K | 0.73% |
| Venture Visionary Partners LLC | 279.33K | Jun 30, 26 | -21.58K | 0.71% |
| ENVESTNET ASSET MANAGEMENT INC | 204.45K | Jun 30, 26 | +38.92K | 0.52% |
| ROYAL BANK OF CANADA | 191.19K | Jun 30, 26 | +10.03K | 0.49% |
| PRINCIPAL SECURITIES, INC. | 182.22K | Jun 30, 26 | +24.54K | 0.47% |
| BANK OF AMERICA CORP /DE/ | 178.86K | Jun 30, 26 | -76.49K | 0.46% |
| LPL Financial LLC | 171.53K | Jun 30, 26 | +35.40K | 0.44% |
| Blue Zone Wealth Advisors, LLC | 162.94K | Jun 30, 26 | -10.41K | 0.42% |
| Waterfront Wealth Inc. | 156.40K | Jun 30, 26 | +136.44K | 0.40% |
| WOLVERINE ASSET MANAGEMENT LLC | 156.21K | Jun 30, 26 | +62.13K | 0.40% |
| Fiera Capital Corp | 151.57K | Jun 30, 26 | +5.13K | 0.39% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 147.34K | Jun 30, 26 | +147.34K | 0.38% |
| Baird Financial Group, Inc. | 138.43K | Jun 30, 26 | -12.17K | 0.35% |
| Jefferies Financial Group Inc. | 129.86K | Jun 30, 26 | +453 | 0.33% |
| Capital Investment Advisors, LLC | 120.91K | Jun 30, 26 | -2.86K | 0.31% |
| Ethos Financial Group, LLC | 111.24K | Jun 30, 26 | -8.85K | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 104.39K | Jun 30, 26 | -30.75K | 0.27% |
| Lido Advisors, LLC | 98.52K | Jun 30, 26 | +28.47K | 0.25% |
| Kestra Advisory Services, LLC | 67.46K | Jun 30, 26 | +19.09K | 0.17% |
| Gridiron Partners, LLC | 62.94K | Jun 30, 26 | +62.94K | 0.16% |
| Cetera Investment Advisers | 60.42K | Jun 30, 26 | +7.91K | 0.15% |
| Peregrine Asset Advisers, Inc. | 57.52K | Jun 30, 26 | -1.00K | 0.15% |
| Wealth Alliance | 54.65K | Jun 30, 26 | +739 | 0.14% |
| Janney Montgomery Scott LLC | 53.41K | Jun 30, 26 | +11.72K | 0.14% |
| Smith Asset Management Co., LLC | 53.35K | Jun 30, 26 | -1.71K | 0.14% |
| READYSTATE ASSET MANAGEMENT LP | 51.40K | Jun 30, 26 | +51.40K | 0.13% |
| NewEdge Advisors, LLC | 41.63K | Jun 30, 26 | -- | 0.11% |
| NBC SECURITIES, INC. | 41.03K | Jun 30, 26 | +5.24K | 0.10% |
| SHUFRO ROSE & CO LLC | 34.15K | Jun 30, 26 | -- | 0.09% |
| Rockefeller Capital Management L.P. | 32.60K | Jun 30, 26 | -666 | 0.08% |
| AMERIPRISE FINANCIAL INC | 31.30K | Jun 30, 26 | -8.89K | 0.08% |
| Virtus Investment Advisers, Inc. | 28.36K | Jun 30, 26 | -2.57K | 0.07% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 27.30K | Jun 30, 26 | -- | 0.07% |
| BTG Pactual Asset Management US LLC | 27.23K | Jun 30, 26 | -- | 0.07% |
| Integrated Wealth Concepts LLC | 26.46K | Jun 30, 26 | +26.46K | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 26.02K | Jun 30, 26 | -1.80K | 0.07% |
| Almitas Capital LLC | 23.82K | Jun 30, 26 | +23.82K | 0.06% |
| IMC-Chicago, LLC | 23.71K | Jun 30, 26 | +23.71K | 0.06% |
| Marex Group plc | 20.33K | Jun 30, 26 | +20.33K | 0.05% |
| NOMURA HOLDINGS INC | 19.10K | Jun 30, 26 | +19.10K | 0.05% |
| Pointe Capital Management LLC | 19.06K | Jun 30, 26 | -6.58K | 0.05% |
| MAI Capital Management | 18.39K | Jun 30, 26 | +2.58K | 0.05% |
| Beacon Pointe Advisors, LLC | 18.26K | Jun 30, 26 | -3.18K | 0.05% |
| Prospera Financial Services Inc | 17.49K | Jun 30, 26 | +553 | 0.04% |
| MML INVESTORS SERVICES, LLC | 17.03K | Jun 30, 26 | +198 | 0.04% |
| Marin Bay Wealth Advisors, LLC | 16.60K | Jun 30, 26 | +399 | 0.04% |
| Fortitude Advisory Group L.L.C. | 16.48K | Jun 30, 26 | +1.62K | 0.04% |
| Pathstone Holdings, LLC | 15.66K | Jun 30, 26 | +411 | 0.04% |
| XTX Topco Ltd | 14.75K | Jun 30, 26 | -19.27K | 0.04% |
| Concurrent Investment Advisors, LLC | 13.25K | Jun 30, 26 | +280 | 0.03% |
| Samalin Investment Counsel, LLC | 12.74K | Jun 30, 26 | +297 | 0.03% |
| ProVise Management Group, LLC | 12.24K | Jun 30, 26 | -80 | 0.03% |
| JANE STREET GROUP, LLC | 12.12K | Jun 30, 26 | -19.51K | 0.03% |
| FIFTH THIRD BANCORP | 11.90K | Jun 30, 26 | -2.15K | 0.03% |
| StoneX Group Inc. | 10.50K | Jun 30, 26 | +10.50K | 0.03% |
| IHT Wealth Management, LLC | 10.46K | Jun 30, 26 | -9.95K | 0.03% |
| MAIMON WEALTH MANAGEMENT LTD. | 10.00K | Jun 30, 26 | -- | 0.03% |
| Leonteq Securities AG | 8.00K | Jun 30, 26 | +2.00K | 0.02% |
| HOLLENCREST CAPITAL MANAGEMENT | 3.50K | Jun 30, 26 | -- | 0.01% |
| IFP Advisors, Inc | 2.66K | Jun 30, 26 | +62 | 0.01% |
| Allworth Financial LP | 2.18K | Jun 30, 26 | +17 | 0.01% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.90K | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 1.62K | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 1.53K | Jun 30, 26 | -- | 0.00% |
| Crews Bank & Trust | 1.35K | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 1.31K | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 1.23K | Jun 30, 26 | +676 | 0.00% |
| LifeSteps Financial, Inc. | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Farther Finance Advisors, LLC | 848 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 650 | Jun 30, 26 | +650 | 0.00% |
| Global Retirement Partners, LLC | 649 | Jun 30, 26 | +649 | 0.00% |
| North Star Investment Management Corp. | 500 | Jun 30, 26 | -- | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 300 | Jun 30, 26 | -- | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 225 | Jun 30, 26 | +225 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 190 | Jun 30, 26 | -- | 0.00% |
| HOEY INVESTMENTS, INC | 171 | Jun 30, 26 | -- | 0.00% |
| WPG Advisers, LLC | 98 | Jun 30, 26 | +98 | 0.00% |
| Shay Capital LLC | -- | Jun 30, 26 | -10.00K | -- |
| Clear Street Group Inc. | -- | Jun 30, 26 | -1 | -- |
| Walsh & Associates, LLC | -- | Jun 30, 26 | -11.00K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -59 | -- |
| Osbon Capital Management LLC | -- | Jun 30, 26 | -260 | -- |
| Annex Advisory Services, LLC | -- | Jun 30, 26 | -15.41K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -202 | -- |
| Colony Group, LLC | -- | Jun 30, 26 | -10.17K | -- |
| CENTRAL TRUST Co | -- | Jun 30, 26 | -23.00K | -- |
| Jackson Hole Capital Partners, LLC | 34.57K | Mar 31, 26 | +6.88K | 0.09% |
| CWM, LLC | 1.68K | Mar 31, 26 | +1.68K | 0.00% |
| U.S. Capital Wealth Advisors, LLC | -- | Mar 31, 26 | -14.89K | -- |
| COMERICA BANK | 42.68K | Dec 31, 25 | -3.53K | 0.11% |
| Moloney Securities Asset Management, LLC | 11.00K | Sep 30, 25 | +11.00K | 0.03% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3.30K | Jun 30, 25 | +3.30K | 0.01% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -11.70K | -- |
| Raymond James Financial Services Advisors, Inc. | 186.57K | Sep 30, 24 | +914 | 0.48% |
| RAYMOND JAMES & ASSOCIATES | 38.45K | Sep 30, 24 | -2.96K | 0.10% |
| Carmichael Hill & Associates, Inc. | 15.17K | Sep 30, 24 | +96 | 0.04% |
| RAYMOND JAMES TRUST N.A. | 10.27K | Sep 30, 24 | -- | 0.03% |
| FinTrust Capital Advisors, LLC | 535 | Sep 30, 24 | -- | 0.00% |
| Greytown Advisors Inc. | 43.31K | Jun 30, 24 | -1.82K | 0.11% |
| Cetera Advisor Networks LLC | 27.82K | Mar 31, 24 | -12.34K | 0.07% |
| Bartlett & Co. LLC | 1.90K | Dec 31, 23 | -- | 0.00% |
| Baystate Wealth Management LLC | 1.02K | Dec 31, 23 | +1.02K | 0.00% |
| PATHSTONE FAMILY OFFICE, LLC | 13.69K | Sep 30, 23 | +13.69K | 0.04% |
| Veritable, L.P. | 13.49K | Jun 30, 23 | +199 | 0.03% |
| Capital Financial Services, LLC | 50.58K | Dec 31, 22 | -500 | 0.13% |
| FourThought Financial, LLC | 89.62K | Sep 30, 22 | +5.34K | 0.23% |
| Strategic Asset Management, LLC | 3.20K | Sep 30, 22 | -- | 0.01% |
| American Portfolios Advisors | 690 | Sep 30, 22 | -- | 0.00% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -4.37K | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 54.49K | Sep 30, 21 | +7.57K | 0.14% |
| First Allied Advisory Services, Inc. | 11.10K | Sep 30, 20 | -114 | 0.03% |
| Chapwood Capital Investment Management, LLC | 192.29K | Dec 31, 19 | +192.29K | 0.49% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 98.32K | Dec 31, 19 | +1.86K | 0.25% |
| Advisor Group, Inc. | 40.57K | Dec 31, 19 | +9.31K | 0.10% |
| HL FINANCIAL SERVICES LLC | 67.02K | Mar 31, 19 | +1.00K | 0.17% |
| Yellowstone Partners, LLC | 13.33K | Dec 31, 17 | +3 | 0.03% |
| SII INVESTMENTS INC/WI | 12.32K | Dec 31, 17 | -1.00K | 0.03% |
| Commonwealth Equity Services, Inc | 33.84K | Jun 30, 17 | +2.89K | 0.09% |
| JANUS HENDERSON INVESTORS US LLC | -- | Mar 31, 17 | -12.38K | -- |
| MSI Financial Services Inc | 13.31K | Dec 31, 16 | +862 | 0.03% |
| Investors Capital Advisory Services | 19.87K | Jun 30, 16 | -210 | 0.05% |
| Carnick & Kubik, LLC | 500 | Mar 31, 16 | +500 | 0.00% |
| Highmount Capital, LLC | 157.34K | Jun 30, 15 | -22.94K | 0.40% |
| DESCHAINE & COMPANY, LLC | 13.64K | Jun 30, 15 | -700 | 0.03% |
| Relative Value Partners, LLC | 290.82K | Mar 31, 15 | +14.74K | 0.74% |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 94.17K | Mar 31, 15 | +94.17K | 0.24% |
| TradeLink Global Equity LLC | 6.30K | Dec 31, 14 | +6.30K | 0.02% |
| NEW ENGLAND SECURITIES CORP /MA/ | 4.65K | Dec 31, 14 | +4.02K | 0.01% |
| UBS AG | 1.05M | Sep 30, 14 | +77.65K | 2.69% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -19.91K | -- |
| First Allied Securities, Inc. | 25.07K | Jun 30, 12 | +4.16K | 0.06% |
| NOLLENBERGER CAPITAL PARTNERS INC | 784 | Dec 31, 10 | -- | 0.00% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 287.56K | Jun 30, 10 | -68.53K | 0.74% |