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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 |
|---|---|---|---|---|
| Pacer Advisors, Inc. | 325.77K | Jun 30, 26 | +16.74K | 15.15% |
| LPL Financial LLC | 262.74K | Jun 30, 26 | -13.48K | 12.22% |
| RAYMOND JAMES FINANCIAL INC | 92.23K | Jun 30, 26 | -3.52K | 4.29% |
| ENVESTNET ASSET MANAGEMENT INC | 88.97K | Jun 30, 26 | -26.64K | 4.14% |
| Oxbow Advisors, LLC | 70.67K | Jun 30, 26 | +9.12K | 3.29% |
| GOLDMAN SACHS GROUP INC | 68.33K | Jun 30, 26 | +29.73K | 3.18% |
| MML INVESTORS SERVICES, LLC | 68.08K | Jun 30, 26 | +5.04K | 3.17% |
| ADVISOR GROUP HOLDINGS, INC. | 56.47K | Jun 30, 26 | +31.77K | 2.63% |
| WBI INVESTMENTS, INC. | 39.05K | Jun 30, 26 | +1.22K | 1.82% |
| Cambridge Investment Research Advisors, Inc. | 36.96K | Jun 30, 26 | -4.03K | 1.72% |
| HARBOUR INVESTMENTS, INC. | 35.23K | Jun 30, 26 | +6.37K | 1.64% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 32.74K | Jun 30, 26 | -4.15K | 1.52% |
| BNB Wealth Management, LLC | 31.95K | Jun 30, 26 | -30.56K | 1.49% |
| Modern Wealth Management, LLC | 30.77K | Jun 30, 26 | -38.66K | 1.43% |
| HighTower Advisors, LLC | 26.43K | Jun 30, 26 | +442 | 1.23% |
| Kestra Advisory Services, LLC | 25.75K | Jun 30, 26 | +5.85K | 1.20% |
| Bleakley Financial Group, LLC | 23.45K | Jun 30, 26 | +23.45K | 1.09% |
| Cetera Investment Advisers | 22.06K | Jun 30, 26 | -4.08K | 1.03% |
| DAVENPORT & Co LLC | 20.12K | Jun 30, 26 | -45.47K | 0.94% |
| Maridea Wealth Management LLC | 16.85K | Jun 30, 26 | +1.44K | 0.78% |
| IHT Wealth Management, LLC | 14.73K | Jun 30, 26 | +8.30K | 0.69% |
| Sankala Group LLC | 14.52K | Jun 30, 26 | +5.28K | 0.68% |
| Gladstone Institutional Advisory LLC | 9.89K | Jun 30, 26 | +1.01K | 0.46% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 8.86K | Jun 30, 26 | +628 | 0.41% |
| KINGSWOOD WEALTH ADVISORS, LLC | 8.81K | Jun 30, 26 | -- | 0.41% |
| Savvy Advisors, Inc. | 6.75K | Jun 30, 26 | -193 | 0.31% |
| Capital Analysts, LLC | 6.50K | Jun 30, 26 | -- | 0.30% |
| Integrated Wealth Concepts LLC | 6.27K | Jun 30, 26 | +1.13K | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.64K | Jun 30, 26 | -845 | 0.26% |
| Rockefeller Capital Management L.P. | 5.02K | Jun 30, 26 | +2.38K | 0.23% |
| INDEPENDENT FINANCIAL GROUP, LLC | 4.51K | Jun 30, 26 | -250 | 0.21% |
| PFG Advisors | 4.09K | Jun 30, 26 | -212 | 0.19% |
| HighPoint Advisor Group LLC | 3.86K | Jun 30, 26 | -1.04K | 0.18% |
| BlackRock, Inc. | 983 | Jun 30, 26 | -- | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 764 | Jun 30, 26 | -- | 0.04% |
| FIFTH THIRD BANCORP | 700 | Jun 30, 26 | -- | 0.03% |
| FMR LLC | 576 | Jun 30, 26 | -- | 0.03% |
| Ameritas Advisory Services, LLC | 517 | Jun 30, 26 | +517 | 0.02% |
| ROYAL BANK OF CANADA | 484 | Jun 30, 26 | -262 | 0.02% |
| Steward Partners Investment Advisory, LLC | 445 | Jun 30, 26 | -- | 0.02% |
| COMPASS FINANCIAL MANAGEMENT LLC | 324 | Jun 30, 26 | +324 | 0.02% |
| IFP Advisors, Inc | 314 | Jun 30, 26 | -- | 0.01% |
| Russell Investments Group, Ltd. | 217 | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 206 | Jun 30, 26 | -- | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 153 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 136 | Jun 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 86 | Jun 30, 26 | +86 | 0.00% |
| AE Wealth Management LLC | 47 | Jun 30, 26 | +39 | 0.00% |
| Founders Capital Management | 10 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -268 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -10.85K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -153 | -- |
| MILLINGTON SECURITIES, INC. | 37.83K | Mar 31, 26 | +37.83K | 1.76% |
| New Century Financial Group, LLC | 6.15K | Sep 30, 25 | -11.14K | 0.29% |
| AVANTAX ADVISORY SERVICES, INC. | 23.39K | Jun 30, 25 | -1.12K | 1.09% |
| Raymond James Financial Services Advisors, Inc. | 36.28K | Sep 30, 24 | +347 | 1.69% |
| Cetera Advisors LLC | 27.90K | Mar 31, 24 | +2.00K | 1.30% |
| Cetera Advisor Networks LLC | 24.99K | Mar 31, 24 | +7.83K | 1.16% |
| Barber Financial Group, Inc. | 189.14K | Mar 31, 23 | +87.54K | 8.80% |
| Strategic Asset Management, LLC | 345 | Sep 30, 22 | -421 | 0.02% |
| American Portfolios Advisors | 200 | Sep 30, 22 | -- | 0.01% |
