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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SALEM INVESTMENT COUNSELORS INC | -- | Sep 30, 26 | -3 | -- |
| LPL Financial LLC | 83.56K | Jun 30, 26 | -1.20K | 4.46% |
| Institute for Wealth Management, LLC. | 56.98K | Jun 30, 26 | +2 | 3.04% |
| MORGAN STANLEY | 44.73K | Jun 30, 26 | -549 | 2.39% |
| RAYMOND JAMES FINANCIAL INC | 18.71K | Jun 30, 26 | +1.94K | 1.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.25K | Jun 30, 26 | -953 | 0.76% |
| GOLDMAN SACHS GROUP INC | 11.33K | Jun 30, 26 | -686 | 0.61% |
| ADVISOR GROUP HOLDINGS, INC. | 9.97K | Jun 30, 26 | +4 | 0.53% |
| BANK OF MONTREAL /CAN/ | 8.31K | Jun 30, 26 | -- | 0.44% |
| TRUIST FINANCIAL CORP | 6.36K | Jun 30, 26 | +121 | 0.34% |
| Evanson Financial, LLC | 6.02K | Jun 30, 26 | +6.02K | 0.32% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 5.91K | Jun 30, 26 | +7 | 0.32% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.21K | Jun 30, 26 | +5.21K | 0.28% |
| WELLS FARGO & COMPANY/MN | 5.19K | Jun 30, 26 | -- | 0.28% |
| UBS Group AG | 5.16K | Jun 30, 26 | +14 | 0.28% |
| Creative Planning | 4.52K | Jun 30, 26 | -- | 0.24% |
| J.W. COLE ADVISORS, INC. | 4.25K | Jun 30, 26 | +4.25K | 0.23% |
| JONES FINANCIAL COMPANIES LLLP | 3.28K | Jun 30, 26 | -247 | 0.18% |
| ROTHSCHILD INVESTMENT LLC | 3.00K | Jun 30, 26 | -- | 0.16% |
| Clearstead Advisors, LLC | 2.96K | Jun 30, 26 | +1.28K | 0.16% |
| GLENMEDE TRUST CO NA | 2.13K | Jun 30, 26 | -11 | 0.11% |
| BELLEVUE ASSET MANAGEMENT, LLC | 1.92K | Jun 30, 26 | -- | 0.10% |
| FMR LLC | 1.88K | Jun 30, 26 | -- | 0.10% |
| NATIONAL BANK OF CANADA /FI/ | 1.80K | Jun 30, 26 | -- | 0.10% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.25K | Jun 30, 26 | +6 | 0.07% |
| JPMORGAN CHASE & CO | 1.11K | Jun 30, 26 | -- | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 797 | Jun 30, 26 | +797 | 0.04% |
| Washington Trust Advisors, Inc. | 777 | Jun 30, 26 | +777 | 0.04% |
| Quaker Wealth Management, LLC | 730 | Jun 30, 26 | +3 | 0.04% |
| Atlantic Union Bankshares Corp | 729 | Jun 30, 26 | -- | 0.04% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 713 | Jun 30, 26 | +3 | 0.04% |
| Medallion Wealth Advisors, LLC | 498 | Jun 30, 26 | -- | 0.03% |
| ROYAL BANK OF CANADA | 435 | Jun 30, 26 | -- | 0.02% |
| Plante Moran Financial Advisors, LLC | 360 | Jun 30, 26 | -- | 0.02% |
| Global Retirement Partners, LLC | 321 | Jun 30, 26 | +321 | 0.02% |
| AMERIFLEX GROUP, INC. | 275 | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 240 | Jun 30, 26 | -- | 0.01% |
| Smartleaf Asset Management LLC | 135 | Jun 30, 26 | -- | 0.01% |
| Triumph Capital Management | 105 | Jun 30, 26 | -- | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 69 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 3 | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 3 | Jun 30, 26 | -- | 0.00% |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -259 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -3.03K | -- |
| UMB Bank, n.a. | -- | Jun 30, 26 | -1.00K | -- |
| Addison Advisors LLC | -- | Jun 30, 26 | -300 | -- |
| Frazier Financial Advisors, LLC | -- | Jun 30, 26 | -552 | -- |
| Evanson Asset Management, LLC | 6.02K | Mar 31, 26 | -- | 0.32% |
| Sunbelt Securities, Inc. | 191 | Mar 31, 26 | -- | 0.01% |
| Glenmede Investment Management, LP | 2.44K | Sep 30, 25 | -- | 0.13% |
| Sandy Spring Bank | 813 | Mar 31, 25 | -- | 0.04% |
| WR Wealth Planners, LLC | 312 | Dec 31, 24 | -- | 0.02% |
| Family Asset Management, LLC | 750 | Sep 30, 24 | -- | 0.04% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
