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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | -- | Sep 30, 26 | -12.96K | -- |
| DAVENPORT & Co LLC | -- | Sep 30, 26 | -9.35K | -- |
| Signal Advisors Wealth, LLC | -- | Sep 30, 26 | -15.37K | -- |
| Horizon Wealth Management, LLC | 2.51M | Jun 30, 26 | +210.91K | 17.57% |
| Members Trust Co | 2.22M | Jun 30, 26 | +2.13M | 15.55% |
| LPL Financial LLC | 1.18M | Jun 30, 26 | +172.72K | 8.27% |
| HUNTINGTON NATIONAL BANK | 1.18M | Jun 30, 26 | +84.87K | 8.24% |
| RAYMOND JAMES FINANCIAL INC | 977.16K | Jun 30, 26 | +29.46K | 6.84% |
| Mariner, LLC | 466.76K | Jun 30, 26 | +140.92K | 3.27% |
| BANK OF AMERICA CORP /DE/ | 452.73K | Jun 30, 26 | +54.87K | 3.17% |
| ADVISOR GROUP HOLDINGS, INC. | 422.61K | Jun 30, 26 | +52.75K | 2.96% |
| ENVESTNET ASSET MANAGEMENT INC | 376.96K | Jun 30, 26 | +12.32K | 2.64% |
| Colony Group, LLC | 361.78K | Jun 30, 26 | -65.35K | 2.53% |
| Cetera Investment Advisers | 321.83K | Jun 30, 26 | +49.48K | 2.25% |
| Altman Advisors, Inc. | 304.38K | Jun 30, 26 | +40.91K | 2.13% |
| Paradigm Financial Partners, LLC | 284.96K | Jun 30, 26 | +284.96K | 1.99% |
| TRUIST FINANCIAL CORP | 261.48K | Jun 30, 26 | +20.64K | 1.83% |
| Envestnet Portfolio Solutions, Inc. | 202.82K | Jun 30, 26 | +202.82K | 1.42% |
| MTC Wealth Management LLC | 199.90K | Jun 30, 26 | +199.90K | 1.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 183.95K | Jun 30, 26 | +81.47K | 1.29% |
| JPMORGAN CHASE & CO | 138.14K | Jun 30, 26 | +50.20K | 0.97% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 118.22K | Jun 30, 26 | -3.61K | 0.83% |
| Allworth Financial LP | 109.14K | Jun 30, 26 | +46.62K | 0.76% |
| PlanVest Financial, Inc | 85.08K | Jun 30, 26 | +3.22K | 0.60% |
| Arkadios Wealth Advisors | 82.40K | Jun 30, 26 | +25.90K | 0.58% |
| Mutual Advisors, LLC | 70.55K | Jun 30, 26 | +22.76K | 0.49% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68.85K | Jun 30, 26 | +7.93K | 0.48% |
| CITADEL ADVISORS LLC | 60.02K | Jun 30, 26 | +60.02K | 0.42% |
| Savvy Advisors, Inc. | 59.86K | Jun 30, 26 | -16 | 0.42% |
| Laffer Tengler Investments | 59.84K | Jun 30, 26 | -4.95K | 0.42% |
| Cerity Partners LLC | 57.42K | Jun 30, 26 | +57.42K | 0.40% |
| PARTNERS WEALTH MANAGEMENT, LLC | 50.09K | Jun 30, 26 | -3.05K | 0.35% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 46.94K | Jun 30, 26 | +2.89K | 0.33% |
| FIFTH THIRD SECURITIES, INC. | 41.56K | Jun 30, 26 | +41.56K | 0.29% |
| Cambridge Investment Research Advisors, Inc. | 30.51K | Jun 30, 26 | +2.89K | 0.21% |
| Asset Management Group, Inc. | 29.11K | Jun 30, 26 | +387 | 0.20% |
| Modern Wealth Management, LLC | 27.52K | Jun 30, 26 | -88.66K | 0.19% |
| Daviman Financial, LLC | 26.41K | Jun 30, 26 | +881 | 0.18% |
| Valmark Advisers, Inc. | 24.46K | Jun 30, 26 | +584 | 0.17% |
| PRIVATE TRUST CO NA | 24.43K | Jun 30, 26 | -95 | 0.17% |
| Stratos Wealth Partners, LTD. | 21.96K | Jun 30, 26 | -419 | 0.15% |
| Kestra Advisory Services, LLC | 21.62K | Jun 30, 26 | +31 | 0.15% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21.16K | Jun 30, 26 | -4.59K | 0.15% |
| SYM FINANCIAL Corp | 19.93K | Jun 30, 26 | -4 | 0.14% |
| Redwood Financial Network Corp | 18.45K | Jun 30, 26 | -- | 0.13% |
| Rockefeller Capital Management L.P. | 17.65K | Jun 30, 26 | -- | 0.12% |
| GREAT VALLEY ADVISOR GROUP, INC. | 17.12K | Jun 30, 26 | -- | 0.12% |
| Argyle Capital Partners, LLC | 16.45K | Jun 30, 26 | +16.45K | 0.12% |
| NICOLET BANKSHARES INC | 15.29K | Jun 30, 26 | +15.29K | 0.11% |
| Asset Allocation Strategies LLC | 11.71K | Jun 30, 26 | -11.36K | 0.08% |
| Arlington Financial Advisors, LLC | 11.54K | Jun 30, 26 | +11.54K | 0.08% |
| Pacific Excel Wealth Advisors, Inc. | 9.31K | Jun 30, 26 | +9.31K | 0.07% |
| Heritage Family Offices, LLP | 9.31K | Jun 30, 26 | -18.74K | 0.07% |
| KLCM Advisors, Inc. | 9.24K | Jun 30, 26 | -- | 0.06% |
| ROYAL BANK OF CANADA | 6.81K | Jun 30, 26 | -822 | 0.05% |
| SRS Capital Advisors, Inc. | 6.63K | Jun 30, 26 | +6.63K | 0.05% |
| Integrated Wealth Concepts LLC | 4.20K | Jun 30, 26 | +4.20K | 0.03% |
| EverSource Wealth Advisors, LLC | 2.41K | Jun 30, 26 | +16 | 0.02% |
| FIFTH THIRD BANCORP | 2.19K | Jun 30, 26 | +1.72K | 0.02% |
| Darwin Wealth Management, LLC | 2.12K | Jun 30, 26 | +24 | 0.01% |
| WELLS FARGO & COMPANY/MN | 1.99K | Jun 30, 26 | +1.62K | 0.01% |
| COMPASS FINANCIAL MANAGEMENT LLC | 1.43K | Jun 30, 26 | +1.43K | 0.01% |
| NBC SECURITIES, INC. | 1.03K | Jun 30, 26 | -- | 0.01% |
| Align Financial, LLC | 1.02K | Jun 30, 26 | -111 | 0.01% |
| DELTA ASSET MANAGEMENT LLC/TN | 1.00K | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 859 | Jun 30, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 515 | Jun 30, 26 | -120 | 0.00% |
| US BANCORP \DE\ | 488 | Jun 30, 26 | -1.67K | 0.00% |
| MORGAN STANLEY | 422 | Jun 30, 26 | -1.30K | 0.00% |
| Signature Equity Partners, LLC | 391 | Jun 30, 26 | -- | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 386 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 175 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 145 | Jun 30, 26 | +145 | 0.00% |
| FMR LLC | 52 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 8 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 1 | Jun 30, 26 | +1 | 0.00% |
| HORIZON BANCORP INC /IN/ | -- | Jun 30, 26 | -332 | -- |
| Pensionmark Financial Group, LLC | -- | Jun 30, 26 | -11.14K | -- |
| SJS Investment Consulting Inc. | -- | Jun 30, 26 | -120 | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -9.00K | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -22.42K | -- |
| UBS Group AG | -- | Jun 30, 26 | -137 | -- |
| Keel Point, LLC | -- | Jun 30, 26 | -9.64K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.62K | -- |
| LWM Advisory Services, LLC | -- | Jun 30, 26 | -28.27K | -- |
| Crews Bank & Trust | -- | Jun 30, 26 | -213 | -- |
| CWM, LLC | 520 | Mar 31, 26 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 56.55K | Jun 30, 25 | +3.63K | 0.40% |
| Atria Wealth Solutions, Inc. | 9.82K | Jun 30, 25 | +9.82K | 0.07% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -375 | -- |
| Raymond James Financial Services Advisors, Inc. | 302.80K | Sep 30, 24 | -248 | 2.12% |
| RAYMOND JAMES & ASSOCIATES | 259.51K | Sep 30, 24 | +35.05K | 1.82% |
| Atlas Private Wealth Management | 377.17K | Mar 31, 24 | +20.08K | 2.64% |
| Retirement Group, LLC | 2.00K | Mar 31, 24 | +500 | 0.01% |
| American Portfolios Advisors | 202 | Sep 30, 22 | +202 | 0.00% |
| KerberRose Wealth Management, LLC | 47.75K | Jun 30, 22 | +47.75K | 0.33% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -7.94K | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 24.88K | Sep 30, 21 | -4.45K | 0.17% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 52.41K | Dec 31, 19 | +6.00K | 0.37% |
| Advisor Group, Inc. | 44.42K | Dec 31, 19 | +4.79K | 0.31% |
| Virtu KCG Holdings LLC | 24.76K | Jun 30, 17 | +6.14K | 0.17% |
| MSI Financial Services Inc | 3.83K | Dec 31, 16 | +10 | 0.03% |
| UBS AG | 141 | Sep 30, 14 | +100 | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data