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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 | 950.47K | Jun 30, 26 | -173.13K | 10.08% |
| BANK OF AMERICA CORP /DE/ | 672.32K | Jun 30, 26 | +84.74K | 7.13% |
| RAYMOND JAMES FINANCIAL INC | 657.46K | Jun 30, 26 | +2.76K | 6.97% |
| LPL Financial LLC | 500.28K | Jun 30, 26 | -20.06K | 5.30% |
| SILVER OAK SECURITIES, INCORPORATED | 460.36K | Jun 30, 26 | -6.90K | 4.88% |
| ATLANTIC FAMILY WEALTH, LLC | 384.42K | Jun 30, 26 | +3.18K | 4.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 278.68K | Jun 30, 26 | -5.04K | 2.95% |
| WELLS FARGO & COMPANY/MN | 226.14K | Jun 30, 26 | -5.44K | 2.40% |
| ROYAL BANK OF CANADA | 214.13K | Jun 30, 26 | -12.73K | 2.27% |
| Cambridge Investment Research Advisors, Inc. | 185.46K | Jun 30, 26 | +7.52K | 1.97% |
| Rockefeller Capital Management L.P. | 162.45K | Jun 30, 26 | -2.31K | 1.72% |
| COMMONWEALTH EQUITY SERVICES, LLC | 146.22K | Jun 30, 26 | -5.99K | 1.55% |
| UBS Group AG | 119.74K | Jun 30, 26 | +13.37K | 1.27% |
| AMERIPRISE FINANCIAL INC | 110.29K | Jun 30, 26 | +1.39K | 1.17% |
| Garrett Wealth Advisory Group, LLC | 107.64K | Jun 30, 26 | -1.99K | 1.14% |
| Integrated Wealth Concepts LLC | 106.83K | Jun 30, 26 | -3.27K | 1.13% |
| NewEdge Advisors, LLC | 89.23K | Jun 30, 26 | -5.87K | 0.95% |
| Private Advisor Group, LLC | 73.77K | Jun 30, 26 | -6.19K | 0.78% |
| Cetera Investment Advisers | 71.65K | Jun 30, 26 | +6.82K | 0.76% |
| Strategic Blueprint, LLC | 62.09K | Jun 30, 26 | +2.16K | 0.66% |
| Vise Technologies, Inc. | 50.99K | Jun 30, 26 | +50.99K | 0.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50.49K | Jun 30, 26 | +4.94K | 0.54% |
| ADVISOR GROUP HOLDINGS, INC. | 45.13K | Jun 30, 26 | +16.49K | 0.48% |
| TRUIST FINANCIAL CORP | 37.45K | Jun 30, 26 | +2.15K | 0.40% |
| PFG Advisors | 34.85K | Jun 30, 26 | +1.20K | 0.37% |
| MATHER GROUP, LLC. | 34.03K | Jun 30, 26 | -2.99K | 0.36% |
| HighTower Advisors, LLC | 30.60K | Jun 30, 26 | +830 | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 30.17K | Jun 30, 26 | -5.95K | 0.32% |
| Keystone Financial Group | 27.28K | Jun 30, 26 | -5.59K | 0.29% |
| STIFEL FINANCIAL CORP | 23.84K | Jun 30, 26 | -8.40K | 0.25% |
| GOLDMAN SACHS GROUP INC | 23.46K | Jun 30, 26 | -94.47K | 0.25% |
| Russell Investments Group, Ltd. | 22.62K | Jun 30, 26 | -4.29K | 0.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21.43K | Jun 30, 26 | +220 | 0.23% |
| Caprock Group, LLC | 20.04K | Jun 30, 26 | -- | 0.21% |
| Kestra Advisory Services, LLC | 19.59K | Jun 30, 26 | -436 | 0.21% |
| CITADEL ADVISORS LLC | 18.61K | Jun 30, 26 | -1.36K | 0.20% |
| Salus Financial Advisors, LLC | 17.28K | Jun 30, 26 | -- | 0.18% |
| J.W. COLE ADVISORS, INC. | 14.96K | Jun 30, 26 | -1.36K | 0.16% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 14.40K | Jun 30, 26 | -- | 0.15% |
| Stratos Wealth Partners, LTD. | 12.58K | Jun 30, 26 | -52 | 0.13% |
| MONEY CONCEPTS CAPITAL CORP | 12.33K | Jun 30, 26 | -7.22K | 0.13% |
| Western Wealth Management, LLC | 12.17K | Jun 30, 26 | -53 | 0.13% |
| Creative Planning | 11.04K | Jun 30, 26 | +2 | 0.12% |
| Axis Wealth Partners, LLC | 10.24K | Jun 30, 26 | -653 | 0.11% |
| FLAGSHIP HARBOR ADVISORS, LLC | 9.04K | Jun 30, 26 | -49 | 0.10% |
| KPP Advisory Services LLC | 8.33K | Jun 30, 26 | -283 | 0.09% |
| Smith Thornton Advisors LLC | 8.19K | Jun 30, 26 | -68 | 0.09% |
| Simplicity Wealth,LLC | 7.66K | Jun 30, 26 | +2.78K | 0.08% |
| Comprehensive Financial Planning, Inc./PA | 7.56K | Jun 30, 26 | +63 | 0.08% |
| JPMORGAN CHASE & CO | 7.55K | Jun 30, 26 | +7.19K | 0.08% |
| Patriot Financial Group Insurance Agency, LLC | 7.09K | Jun 30, 26 | -7.71K | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.76K | Jun 30, 26 | +262 | 0.07% |
| GREAT VALLEY ADVISOR GROUP, INC. | 6.75K | Jun 30, 26 | -458 | 0.07% |
| Mariner, LLC | 6.28K | Jun 30, 26 | +51 | 0.07% |
| CoreCap Advisors, LLC | 5.39K | Jun 30, 26 | -287 | 0.06% |
| Steward Partners Investment Advisory, LLC | 5.30K | Jun 30, 26 | +81 | 0.06% |
| CHOREO, LLC | 5.27K | Jun 30, 26 | -- | 0.06% |
| First Heartland Consultants, Inc. | 4.89K | Jun 30, 26 | -331 | 0.05% |
| StoneX Group Inc. | 4.56K | Jun 30, 26 | +4.56K | 0.05% |
| Allworth Financial LP | 4.30K | Jun 30, 26 | -- | 0.05% |
| Dynamic Advisor Solutions LLC | 4.23K | Jun 30, 26 | +311 | 0.04% |
| Signal Advisors Wealth, LLC | 3.80K | Jun 30, 26 | -- | 0.04% |
| Global Retirement Partners, LLC | 3.75K | Jun 30, 26 | +3.75K | 0.04% |
| CALTON & ASSOCIATES, INC. | 3.33K | Jun 30, 26 | +14 | 0.04% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3.33K | Jun 30, 26 | -- | 0.04% |
| IFP Advisors, Inc | 3.20K | Jun 30, 26 | -351 | 0.03% |
| FLOW TRADERS U.S. LLC | 3.18K | Jun 30, 26 | +3.18K | 0.03% |
| CI Private Wealth, LLC | 3.04K | Jun 30, 26 | +25 | 0.03% |
| JANE STREET GROUP, LLC | 3.00K | Jun 30, 26 | -7.98K | 0.03% |
| Platt Wealth Management LLC | 2.97K | Jun 30, 26 | -- | 0.03% |
| BECKER CAPITAL MANAGEMENT INC | 2.94K | Jun 30, 26 | -- | 0.03% |
| one8zero8, LLC | 2.80K | Jun 30, 26 | -- | 0.03% |
| Intrua Financial, LLC | 2.76K | Jun 30, 26 | +2.76K | 0.03% |
| Trek Financial, LLC | 2.75K | Jun 30, 26 | -60 | 0.03% |
| GTS SECURITIES LLC | 2.74K | Jun 30, 26 | -1.53K | 0.03% |
| Keel Point, LLC | 2.69K | Jun 30, 26 | +2.69K | 0.03% |
| BlackRock, Inc. | 2.66K | Jun 30, 26 | -- | 0.03% |
| WHITTIER TRUST CO OF NEVADA INC | 2.43K | Jun 30, 26 | -333 | 0.03% |
| PRIVATE TRUST CO NA | 2.20K | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.58K | Jun 30, 26 | +1.58K | 0.02% |
| DHJJ Financial Advisors, Ltd. | 896 | Jun 30, 26 | -- | 0.01% |
| Frazier Financial Advisors, LLC | 688 | Jun 30, 26 | +688 | 0.01% |
| FIFTH THIRD BANCORP | 656 | Jun 30, 26 | -2.10K | 0.01% |
| Noble Wealth Management PBC | 620 | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 560 | Jun 30, 26 | +219 | 0.01% |
| SRS Capital Advisors, Inc. | 482 | Jun 30, 26 | +482 | 0.01% |
| FMR LLC | 477 | Jun 30, 26 | -49 | 0.01% |
| Measured Wealth Private Client Group, LLC | 395 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 391 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 346 | Jun 30, 26 | -- | 0.00% |
| Spectrum Wealth Advisory Group, LLC | 264 | Jun 30, 26 | +264 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 248 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 214 | Jun 30, 26 | +214 | 0.00% |
| Newbridge Financial Services Group, Inc. | 200 | Jun 30, 26 | -- | 0.00% |
| Capital Advisors, Ltd. LLC | 162 | Jun 30, 26 | -- | 0.00% |
| Financial Network Wealth Advisors LLC | 128 | Jun 30, 26 | -- | 0.00% |
| Operose Advisors LLC | 88 | Jun 30, 26 | -48 | 0.00% |
| Larson Financial Group LLC | 69 | Jun 30, 26 | -- | 0.00% |
| Pacific Center for Financial Services | 35 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 22 | Jun 30, 26 | -- | 0.00% |
| JFS WEALTH ADVISORS, LLC | 11 | Jun 30, 26 | +11 | 0.00% |
| EverSource Wealth Advisors, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | -- | Jun 30, 26 | -30 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -3.29K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -205 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -12 | -- |
| RPS ADVISORY SOLUTIONS LLC | -- | Jun 30, 26 | -4.27K | -- |
| Advisory Alpha, LLC | -- | Jun 30, 26 | -4.63K | -- |
| Aptus Capital Advisors, LLC | -- | Jun 30, 26 | -63 | -- |
| Geneos Wealth Management Inc. | -- | Jun 30, 26 | -2.44K | -- |
| CWM, LLC | 303.54K | Mar 31, 26 | -1.53K | 3.22% |
| Sunbelt Securities, Inc. | 155 | Mar 31, 26 | -- | 0.00% |
| Vantage Financial Partners, LLC | 5.30K | Dec 31, 25 | -492 | 0.06% |
| COMERICA BANK | 2.72K | Dec 31, 25 | -92 | 0.03% |
| CIBC Private Wealth Group, LLC | 300 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -11.77K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 24.65K | Jun 30, 25 | -5.91K | 0.26% |
| Atria Wealth Solutions, Inc. | 7.44K | Jun 30, 25 | +7.44K | 0.08% |
| Sanctuary Wealth Management, L.L.C. | 717 | Dec 31, 24 | -- | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 768.25K | Sep 30, 24 | -71.77K | 8.14% |
| RAYMOND JAMES & ASSOCIATES | 106.80K | Sep 30, 24 | -1.04K | 1.13% |
| Cetera Advisor Networks LLC | 49.05K | Mar 31, 24 | -20.55K | 0.52% |
| Cetera Advisors LLC | 5.86K | Mar 31, 24 | -606 | 0.06% |
| FOCUS FINANCIAL NETWORK INC /ADV | 12.88K | Dec 31, 23 | +12.88K | 0.14% |
| Virginia National Bank | -- | Sep 30, 23 | -9.88K | -- |
| Lumature Wealth Partners, LLC | 49.42K | Jun 30, 23 | -62.47K | 0.52% |
| PIERSHALE FINANCIAL GROUP, INC. | -- | Jun 30, 23 | -300 | -- |
| BDO Wealth Advisors, LLC | -- | Jun 30, 23 | -2.11K | -- |
| TITLEIST ASSET MANAGEMENT, LTD. | 56.08K | Dec 31, 22 | +6.86K | 0.59% |
| Claraphi Advisory Network, LLC | 10.99K | Dec 31, 22 | +4.94K | 0.12% |
| Sargent Bickham Lagudis LLC | 32 | Dec 31, 22 | -- | 0.00% |
| American Portfolios Advisors | 17.62K | Sep 30, 22 | +17.62K | 0.19% |
| Pinnacle Private Wealth, LLC | 29.70K | Jun 30, 22 | +20.49K | 0.31% |
| NEXT Financial Group, Inc | 1.25K | Dec 31, 21 | -1.75K | 0.01% |
| Carroll Financial Associates, Inc. | 1.06K | Dec 31, 21 | -- | 0.01% |
| LEVEL FOUR FINANCIAL, LLC | 21.06K | Sep 30, 21 | -- | 0.22% |
| Advisor Group, Inc. | 140.99K | Dec 31, 19 | -10.97K | 1.49% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 69.94K | Dec 31, 19 | -6.99K | 0.74% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 52.80K | Sep 30, 19 | +2.51K | 0.56% |
| Wealth & Pension Services Group, Inc. | 13.42K | Sep 30, 19 | -- | 0.14% |
| SUNTRUST BANKS INC | 8.20K | Sep 30, 19 | -1.84K | 0.09% |
| BB&T SECURITIES, LLC | -- | Sep 30, 19 | -7.39K | -- |
| Sound View Wealth Advisors, LLC | 30.68K | Mar 31, 19 | +2.15K | 0.33% |
| NEXT Financial Holdings | 3.30K | Mar 31, 19 | +3.30K | 0.03% |
| SII INVESTMENTS INC/WI | 11.58K | Dec 31, 17 | -5.39K | 0.12% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -6.22K | -- |
| Commonwealth Equity Services, Inc | 6.33K | Jun 30, 17 | -799 | 0.07% |
| MSI Financial Services Inc | 5.34K | Dec 31, 16 | +6 | 0.06% |
