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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 |
|---|---|---|---|---|
| CX Institutional | -- | Sep 30, 26 | -43 | -- |
| Capital International Investors | 9.97M | Jun 30, 26 | +44.79K | 16.71% |
| Capital Group Private Client Services, Inc. | 6.17M | Jun 30, 26 | +795.04K | 10.34% |
| LPL Financial LLC | 5.74M | Jun 30, 26 | +1.07M | 9.61% |
| RAYMOND JAMES FINANCIAL INC | 2.94M | Jun 30, 26 | +571.78K | 4.93% |
| ENVESTNET ASSET MANAGEMENT INC | 2.48M | Jun 30, 26 | +345.17K | 4.16% |
| WELLS FARGO & COMPANY/MN | 2.06M | Jun 30, 26 | +1.40M | 3.46% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.28M | Jun 30, 26 | +65.45K | 2.14% |
| Cetera Investment Advisers | 1.12M | Jun 30, 26 | +223.42K | 1.87% |
| DMKC Advisory Services, LLC | 951.60K | Jun 30, 26 | +882.20K | 1.59% |
| JONES FINANCIAL COMPANIES LLLP | 907.29K | Jun 30, 26 | +250.33K | 1.52% |
| STIFEL FINANCIAL CORP | 830.71K | Jun 30, 26 | -7.64K | 1.39% |
| Tribridge Partners Financial LLC | 783.41K | Jun 30, 26 | -10.55K | 1.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 646.08K | Jun 30, 26 | -185.04K | 1.08% |
| Envision Financial Planning, LLC | 639.03K | Jun 30, 26 | +10.08K | 1.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 638.32K | Jun 30, 26 | -75.69K | 1.07% |
| Clearstead Trust, LLC | 535.81K | Jun 30, 26 | +22.05K | 0.90% |
| Souders Financial Advisors | 510.79K | Jun 30, 26 | +41.45K | 0.86% |
| ADVISOR GROUP HOLDINGS, INC. | 488.02K | Jun 30, 26 | +136.69K | 0.82% |
| HighPoint Advisor Group LLC | 458.40K | Jun 30, 26 | +1.16K | 0.77% |
| MML INVESTORS SERVICES, LLC | 451.25K | Jun 30, 26 | +89.71K | 0.76% |
| BANK OF AMERICA CORP /DE/ | 442.18K | Jun 30, 26 | +169.22K | 0.74% |
| Confluence Wealth Services, Inc. | 416.05K | Jun 30, 26 | +65.44K | 0.70% |
| ST GERMAIN D J CO INC | 377.88K | Jun 30, 26 | -2.51K | 0.63% |
| Cambridge Investment Research Advisors, Inc. | 375.54K | Jun 30, 26 | +27.42K | 0.63% |
| AdvisorNet Financial, Inc | 367.69K | Jun 30, 26 | +25.85K | 0.62% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 339.87K | Jun 30, 26 | +29.84K | 0.57% |
| J. Derek Lewis & Associates Inc. | 327.61K | Jun 30, 26 | +45.76K | 0.55% |
| Steward Partners Investment Advisory, LLC | 325.15K | Jun 30, 26 | +98.25K | 0.54% |
| HARBOUR INVESTMENTS, INC. | 323.62K | Jun 30, 26 | +20.84K | 0.54% |
| Valmark Advisers, Inc. | 323.62K | Jun 30, 26 | +42.91K | 0.54% |
| Carson Advisory Inc. | 301.17K | Jun 30, 26 | +8.74K | 0.50% |
| RM Financial Services, LLC | 283.29K | Jun 30, 26 | +2.33K | 0.47% |
| Troutman Wealth Management, LLC | 251.58K | Jun 30, 26 | +4.60K | 0.42% |
| FINANCIAL MANAGEMENT NETWORK INC | 247.29K | Jun 30, 26 | +36.78K | 0.41% |
| ROYAL BANK OF CANADA | 233.46K | Jun 30, 26 | +49.97K | 0.39% |
| Midwest Heritage Bank, FSB | 232.21K | Jun 30, 26 | +10.54K | 0.39% |
| Western Wealth Management, LLC | 211.64K | Jun 30, 26 | +187.10K | 0.35% |
| Janney Montgomery Scott LLC | 207.62K | Jun 30, 26 | +27.56K | 0.35% |
| Baird Financial Group, Inc. | 195.17K | Jun 30, 26 | +4.42K | 0.33% |
| Apollon Wealth Management, LLC | 186.45K | Jun 30, 26 | +23.59K | 0.31% |
| Compton Financial Group, LLC | 180.29K | Jun 30, 26 | +95.34K | 0.30% |
| Kestra Advisory Services, LLC | 168.36K | Jun 30, 26 | +23.71K | 0.28% |
| Vestmark Advisory Solutions, Inc. | 164.34K | Jun 30, 26 | -- | 0.28% |
| REGATTA CAPITAL GROUP, LLC | 148.06K | Jun 30, 26 | +16.09K | 0.25% |
| TRUIST FINANCIAL CORP | 140.44K | Jun 30, 26 | +10.02K | 0.24% |
| GREAT VALLEY ADVISOR GROUP, INC. | 115.25K | Jun 30, 26 | -4.16K | 0.19% |
| GTS SECURITIES LLC | 107.99K | Jun 30, 26 | +84.79K | 0.18% |
| CAPTRUST FINANCIAL ADVISORS | 104.31K | Jun 30, 26 | +5.49K | 0.17% |
| FOUNDERS FINANCIAL SECURITIES LLC | 97.41K | Jun 30, 26 | +1.98K | 0.16% |
| Evernest Financial Advisors, LLC | 96.87K | Jun 30, 26 | -33.01K | 0.16% |
| BlueChip Wealth Advisors LLC | 96.17K | Jun 30, 26 | +17.21K | 0.16% |
| Private Advisor Group, LLC | 86.07K | Jun 30, 26 | +22.91K | 0.14% |
| Equitable Holdings, Inc. | 85.60K | Jun 30, 26 | +54.96K | 0.14% |
| Bulwark Capital Corp | 83.88K | Jun 30, 26 | +4.01K | 0.14% |
| ASSETMARK, INC | 75.65K | Jun 30, 26 | +9.29K | 0.13% |
| Hartmann Taylor Wealth Management, LLC | 74.83K | Jun 30, 26 | -1.13K | 0.13% |
| Prospera Financial Services Inc | 74.63K | Jun 30, 26 | +4.77K | 0.13% |
| Integrated Wealth Concepts LLC | 63.56K | Jun 30, 26 | +20.83K | 0.11% |
| Pines Wealth Management, LLC | 58.77K | Jun 30, 26 | +75 | 0.10% |
| Meridian Wealth Management, LLC | 57.20K | Jun 30, 26 | -365 | 0.10% |
| BENJAMIN EDWARDS INC | 56.88K | Jun 30, 26 | +10.79K | 0.10% |
| Worthington Financial Partners, LLC | 55.70K | Jun 30, 26 | +521 | 0.09% |
| CWS Financial Advisors, LLC | 53.48K | Jun 30, 26 | -2.15K | 0.09% |
| Junk Investment Group, LLC | 52.41K | Jun 30, 26 | +1.75K | 0.09% |
| Brookstone Capital Management | 51.46K | Jun 30, 26 | +44.11K | 0.09% |
| NATIXIS ADVISORS, L.P. | 51.15K | Jun 30, 26 | +29.93K | 0.09% |
| Gateway Wealth Partners, LLC | 47.25K | Jun 30, 26 | -20.89K | 0.08% |
| CGN Advisors LLC | 45.13K | Jun 30, 26 | +1.05K | 0.08% |
| Continuum Advisory, LLC | 44.33K | Jun 30, 26 | +4.37K | 0.07% |
| Brinker Capital Investments, LLC | 43.86K | Jun 30, 26 | -1.58K | 0.07% |
| PRIVATE CLIENT SERVICES, LLC | 43.02K | Jun 30, 26 | +43.02K | 0.07% |
| CULLEN/FROST BANKERS, INC. | 42.87K | Jun 30, 26 | +8.36K | 0.07% |
| Sigma Planning Corp | 41.51K | Jun 30, 26 | +8.62K | 0.07% |
| PRINCIPAL SECURITIES, INC. | 40.09K | Jun 30, 26 | +1.98K | 0.07% |
| Envestnet Portfolio Solutions, Inc. | 36.88K | Jun 30, 26 | +6.40K | 0.06% |
| UBS ASSET MANAGEMENT AMERICAS INC | 36.58K | Jun 30, 26 | -- | 0.06% |
| Pensionmark Financial Group, LLC | 34.51K | Jun 30, 26 | +3.70K | 0.06% |
| HighTower Advisors, LLC | 32.87K | Jun 30, 26 | +2.53K | 0.06% |
| D.A. DAVIDSON & CO. | 26.17K | Jun 30, 26 | +590 | 0.04% |
| Main Line Retirement Advisors, LLC | 25.16K | Jun 30, 26 | +93 | 0.04% |
| ROTHSCHILD INVESTMENT LLC | 24.85K | Jun 30, 26 | +1.00K | 0.04% |
| NewEdge Advisors, LLC | 24.46K | Jun 30, 26 | +9.36K | 0.04% |
| Bank of New York Mellon Corp | 23.63K | Jun 30, 26 | +23.63K | 0.04% |
| KWB Wealth | 23.27K | Jun 30, 26 | +5.94K | 0.04% |
| Regal Investment Advisors LLC | 23.14K | Jun 30, 26 | +954 | 0.04% |
| INDEPENDENT FINANCIAL GROUP, LLC | 20.04K | Jun 30, 26 | -198 | 0.03% |
| Stratos Wealth Partners, LTD. | 19.97K | Jun 30, 26 | +1.41K | 0.03% |
| Capital Analysts, LLC | 19.79K | Jun 30, 26 | +5.11K | 0.03% |
| Ameritas Advisory Services, LLC | 19.49K | Jun 30, 26 | +19.49K | 0.03% |
| Synergy Investment Management, LLC | 18.98K | Jun 30, 26 | -- | 0.03% |
| AI Financial Services LLC | 18.79K | Jun 30, 26 | -2.07K | 0.03% |
| DAVENPORT & Co LLC | 18.50K | Jun 30, 26 | +3.20K | 0.03% |
| Kingsview Wealth Management, LLC | 18.19K | Jun 30, 26 | -3.69K | 0.03% |
| M.E. ALLISON & CO., INC. | 17.66K | Jun 30, 26 | +3.22K | 0.03% |
| Global Retirement Partners, LLC | 16.52K | Jun 30, 26 | +16.52K | 0.03% |
| Cyndeo Wealth Partners, LLC | 16.45K | Jun 30, 26 | -4 | 0.03% |
| Merit Financial Group, LLC | 16.04K | Jun 30, 26 | +16.04K | 0.03% |
| Transamerica Financial Advisors, Inc. | 16.04K | Jun 30, 26 | -807 | 0.03% |
| Aspire Growth Partners LLC | 15.65K | Jun 30, 26 | +8.48K | 0.03% |
| Evergreen Wealth Solutions, LLC | 14.27K | Jun 30, 26 | +2.46K | 0.02% |
| ADVISORTRUST PARTNERS, LLC | 13.95K | Jun 30, 26 | +2.95K | 0.02% |
| FLAGSHIP WEALTH ADVISORS, LLC | 13.31K | Jun 30, 26 | +13.31K | 0.02% |
| Lodestone Wealth Management LLC | 12.84K | Jun 30, 26 | +52 | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 12.60K | Jun 30, 26 | -- | 0.02% |
| EQ WEALTH ADVISORS, LLC | 12.24K | Jun 30, 26 | +12.24K | 0.02% |
| Simplicity Wealth,LLC | 11.59K | Jun 30, 26 | +148 | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11.50K | Jun 30, 26 | +1.48K | 0.02% |
| Concurrent Investment Advisors, LLC | 11.02K | Jun 30, 26 | +11.02K | 0.02% |
| Capital Investment Management, Inc. | 10.92K | Jun 30, 26 | +3.34K | 0.02% |
| Creative Planning | 10.82K | Jun 30, 26 | +904 | 0.02% |
| Advisory Services Network, LLC | 10.77K | Jun 30, 26 | +1.48K | 0.02% |
| D. E. Shaw & Co., Inc. | 10.56K | Jun 30, 26 | +10.56K | 0.02% |
| HB Wealth Management, LLC | 10.40K | Jun 30, 26 | +10.40K | 0.02% |
| LongView Wealth Management | 10.24K | Jun 30, 26 | -2.46K | 0.02% |
| PARK AVENUE SECURITIES LLC | 10.07K | Jun 30, 26 | +10.07K | 0.02% |
| Perennial Investment Advisors, LLC | 9.72K | Jun 30, 26 | +9.72K | 0.02% |
| Fearless Solutions, LLC dba Best Invest | 9.71K | Jun 30, 26 | +1.24K | 0.02% |
| WEDBUSH SECURITIES INC | 9.68K | Jun 30, 26 | +234 | 0.02% |
| OneAscent Financial Services LLC | 9.51K | Jun 30, 26 | +3 | 0.02% |
| Golden State Wealth Management, LLC | 9.45K | Jun 30, 26 | -54.70K | 0.02% |
| SRS Capital Advisors, Inc. | 9.19K | Jun 30, 26 | +9.04K | 0.02% |
| Triune Financial Partners, LLC | 9.14K | Jun 30, 26 | +40 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.00K | Jun 30, 26 | +8.00K | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7.90K | Jun 30, 26 | +708 | 0.01% |
| Gerber Kawasaki Wealth & Investment Management | 7.41K | Jun 30, 26 | +614 | 0.01% |
| GWN SECURITIES INC. | 7.37K | Jun 30, 26 | +37 | 0.01% |
| DAYMARK WEALTH PARTNERS, LLC | 7.30K | Jun 30, 26 | +60 | 0.01% |
| SITTNER & NELSON, LLC | 7.24K | Jun 30, 26 | -- | 0.01% |
| Birchwood Financial Partners, Inc. | 6.92K | Jun 30, 26 | +143 | 0.01% |
| Virtu Financial LLC | 6.87K | Jun 30, 26 | -11.33K | 0.01% |
| J.W. COLE ADVISORS, INC. | 6.74K | Jun 30, 26 | +6.74K | 0.01% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6.42K | Jun 30, 26 | +6.42K | 0.01% |
| Maridea Wealth Management LLC | 6.36K | Jun 30, 26 | +6.36K | 0.01% |
| TCFG Investment Advisors, LLC | 6.22K | Jun 30, 26 | +6.22K | 0.01% |
| Smartleaf Asset Management LLC | 5.37K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 4.51K | Jun 30, 26 | +4.24K | 0.01% |
| DHJJ Financial Advisors, Ltd. | 3.78K | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 3.57K | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 2.38K | Jun 30, 26 | +884 | 0.00% |
| IFG Advisory, LLC | 2.20K | Jun 30, 26 | +2.20K | 0.00% |
| EverSource Wealth Advisors, LLC | 2.12K | Jun 30, 26 | +10 | 0.00% |
| Geneos Wealth Management Inc. | 2.12K | Jun 30, 26 | +236 | 0.00% |
| IAG Wealth Partners, LLC | 2.04K | Jun 30, 26 | +800 | 0.00% |
| Harborfront Financial Group LLC | 2.00K | Jun 30, 26 | +2.00K | 0.00% |
| NBC SECURITIES, INC. | 1.45K | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 1.09K | Jun 30, 26 | +177 | 0.00% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 930 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 861 | Jun 30, 26 | +861 | 0.00% |
| JPMORGAN CHASE & CO | 831 | Jun 30, 26 | +513 | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 828 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 700 | Jun 30, 26 | -- | 0.00% |
| MORGAN STANLEY | 540 | Jun 30, 26 | +327 | 0.00% |
| Ronald Blue Trust, Inc. | 408 | Jun 30, 26 | +408 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 400 | Jun 30, 26 | +400 | 0.00% |
| IFP Advisors, Inc | 205 | Jun 30, 26 | +205 | 0.00% |
| Allworth Financial LP | 107 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 79 | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 45 | Jun 30, 26 | +45 | 0.00% |
| Independent Advisor Alliance | -- | Jun 30, 26 | -21.21K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -153.71K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -133.17K | -- |
| PCG Wealth Advisors, LLC | -- | Jun 30, 26 | -31.36K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -10.10K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -647.51K | -- |
| U.S. Capital Wealth Advisors, LLC | 9.04K | Mar 31, 26 | +9.04K | 0.02% |
| Sunbelt Securities, Inc. | 1.00K | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | 31 | Mar 31, 26 | -- | 0.00% |
| Canandaigua National Trust Co of Florida | -- | Mar 31, 26 | -47.73K | -- |
| ORG Partners LLC | 1.90K | Dec 31, 25 | +1.22K | 0.00% |
| COMERICA BANK | 905 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -506 | -- |
| Moloney Securities Asset Management, LLC | 13.51K | Sep 30, 25 | -713 | 0.02% |
| Atria Wealth Solutions, Inc. | 255.59K | Jun 30, 25 | +17.42K | 0.43% |
| Orion Portfolio Solutions, LLC | 7.64K | Mar 31, 25 | +7.64K | 0.01% |
| FinTrust Capital Advisors, LLC | 374 | Sep 30, 24 | +374 | 0.00% |