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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 | 1.77M | Jun 30, 26 | +10.59K | 10.55% |
| Pathstone Holdings, LLC | 1.59M | Jun 30, 26 | -80.23K | 9.48% |
| Allspring Global Investments Holdings, LLC | 740.41K | Jun 30, 26 | -- | 4.41% |
| Shaker Financial Services, LLC | 473.76K | Jun 30, 26 | +77.77K | 2.82% |
| WELLS FARGO & COMPANY/MN | 368.06K | Jun 30, 26 | -100.52K | 2.19% |
| Advisors Asset Management, Inc. | 333.63K | Jun 30, 26 | -2.25K | 1.99% |
| BANK OF AMERICA CORP /DE/ | 307.36K | Jun 30, 26 | +20.54K | 1.83% |
| GUGGENHEIM CAPITAL LLC | 298.80K | Jun 30, 26 | +264.73K | 1.78% |
| Rareview Capital LLC | 179.23K | Jun 30, 26 | +64.91K | 1.07% |
| LPL Financial LLC | 164.23K | Jun 30, 26 | +18.67K | 0.98% |
| Invesco Ltd. | 161.12K | Jun 30, 26 | -28.07K | 0.96% |
| STEPHENS INC /AR/ | 158.57K | Jun 30, 26 | +45 | 0.94% |
| Matisse Capital | 145.87K | Jun 30, 26 | -- | 0.87% |
| WOLVERINE ASSET MANAGEMENT LLC | 126.80K | Jun 30, 26 | +8.77K | 0.76% |
| ROYAL BANK OF CANADA | 99.96K | Jun 30, 26 | +18.88K | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 91.06K | Jun 30, 26 | +2.86K | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 88.57K | Jun 30, 26 | +27.39K | 0.53% |
| ECLECTIC ASSOCIATES INC /ADV | 44.44K | Jun 30, 26 | +3.51K | 0.26% |
| NewEdge Advisors, LLC | 40.30K | Jun 30, 26 | -3.80K | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 39.41K | Jun 30, 26 | +20.53K | 0.23% |
| Apollon Wealth Management, LLC | 31.48K | Jun 30, 26 | -- | 0.19% |
| Closed-End Fund Advisors, Inc. | 30.01K | Jun 30, 26 | +7.61K | 0.18% |
| AMERIPRISE FINANCIAL INC | 29.39K | Jun 30, 26 | +5.15K | 0.18% |
| AlphaCore Capital LLC | 29.00K | Jun 30, 26 | -2.00K | 0.17% |
| Logan Stone Capital, LLC | 22.82K | Jun 30, 26 | -20.17K | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 20.21K | Jun 30, 26 | +459 | 0.12% |
| UBS Group AG | 19.37K | Jun 30, 26 | +6.38K | 0.12% |
| Van Diest Capital, LLC | 19.19K | Jun 30, 26 | +2.36K | 0.11% |
| Cerity Partners LLC | 19.13K | Jun 30, 26 | -- | 0.11% |
| Cetera Investment Advisers | 18.37K | Jun 30, 26 | +5 | 0.11% |
| Virtu Financial LLC | 16.18K | Jun 30, 26 | +16.18K | 0.10% |
| EVOLVE PRIVATE WEALTH, LLC | 15.88K | Jun 30, 26 | -977 | 0.09% |
| FLAX POND CAPITAL, LLC | 15.00K | Jun 30, 26 | -- | 0.09% |
| OPPENHEIMER & CO INC | 14.27K | Jun 30, 26 | -- | 0.08% |
| XTX Topco Ltd | 12.48K | Jun 30, 26 | +12.48K | 0.07% |
| PFG Investments, LLC | 12.36K | Jun 30, 26 | +96 | 0.07% |
| JANE STREET GROUP, LLC | 12.27K | Jun 30, 26 | +12.27K | 0.07% |
| Global Retirement Partners, LLC | 8.27K | Jun 30, 26 | +8.27K | 0.05% |
| Pinnacle Wealth Planning Services, Inc. | 2.40K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 1.95K | Jun 30, 26 | -41 | 0.01% |
| WPG Advisers, LLC | 1.50K | Jun 30, 26 | -3 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 998 | Jun 30, 26 | +998 | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 863 | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 703 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 665 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 330 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 316 | Jun 30, 26 | -- | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 266 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 113 | Jun 30, 26 | +113 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.17K | -- |
| Osbon Capital Management LLC | -- | Jun 30, 26 | -323 | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -167.74K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -320 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -12.39K | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -2.00K | -- |
| Steward Partners Investment Advisory, LLC | -- | Jun 30, 26 | -1.00K | -- |
| Alexander Randolph Advisory, Inc. | -- | Jun 30, 26 | -41.53K | -- |
| Integrity Advisory Solutions, LLC | -- | Jun 30, 26 | -12.62K | -- |
| COMERICA BANK | 2.03K | Dec 31, 25 | -1.19K | 0.01% |
| WETHERBY ASSET MANAGEMENT INC | 21.08K | Sep 30, 25 | -- | 0.13% |
| RAYMOND JAMES & ASSOCIATES | 72.51K | Sep 30, 24 | -3.00K | 0.43% |
| Cetera Advisors LLC | 27.22K | Mar 31, 24 | +27.22K | 0.16% |
| ADVISOR PARTNERS II, LLC | 195.53K | Sep 30, 23 | +195.53K | 1.16% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2.12M | Mar 31, 22 | +248.77K | 12.62% |
| 6 Meridian | 25.07K | Dec 31, 21 | -1.91K | 0.15% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 46.80K | Sep 30, 21 | +11.40K | 0.28% |
| First Allied Advisory Services, Inc. | 12.13K | Sep 30, 20 | -363 | 0.07% |
| Advisor Group, Inc. | 32.26K | Dec 31, 19 | +23.76K | 0.19% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 18.04K | Dec 31, 19 | -1.26K | 0.11% |
| BB&T SECURITIES, LLC | 19.38K | Sep 30, 19 | -754 | 0.12% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 624.00K | Dec 31, 18 | +128.67K | 3.72% |
