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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CX Institutional | -- | Sep 30, 26 | -530 | -- |
| Journey Advisory Group, LLC | 345.67K | Jun 30, 26 | +112.30K | 46.62% |
| RAYMOND JAMES FINANCIAL INC | 134.97K | Jun 30, 26 | +5.90K | 18.20% |
| Convergence Financial, LLC | 114.90K | Jun 30, 26 | -3.23K | 15.50% |
| Rockefeller Capital Management L.P. | 89.76K | Jun 30, 26 | -1.96K | 12.10% |
| LPL Financial LLC | 86.08K | Jun 30, 26 | -16.68K | 11.61% |
| Mutual Advisors, LLC | 85.05K | Jun 30, 26 | +4.37K | 11.47% |
| Cetera Investment Advisers | 73.08K | Jun 30, 26 | +4.20K | 9.85% |
| Belvedere Trading LLC | 68.20K | Jun 30, 26 | +68.20K | 9.20% |
| Equitable Holdings, Inc. | 52.76K | Jun 30, 26 | +7.15K | 7.12% |
| OneAscent Financial Services LLC | 50.46K | Jun 30, 26 | +50.46K | 6.80% |
| CITADEL ADVISORS LLC | 48.79K | Jun 30, 26 | +12.62K | 6.58% |
| JANE STREET GROUP, LLC | 44.91K | Jun 30, 26 | +25.82K | 6.06% |
| ADVISOR GROUP HOLDINGS, INC. | 44.41K | Jun 30, 26 | +16.75K | 5.99% |
| Federation des caisses Desjardins du Quebec | 41.67K | Jun 30, 26 | +25.12K | 5.62% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.93K | Jun 30, 26 | +35.93K | 4.85% |
| Cambridge Investment Research Advisors, Inc. | 21.95K | Jun 30, 26 | -1.81K | 2.96% |
| J. Safra Sarasin Holding AG | 21.80K | Jun 30, 26 | -- | 2.94% |
| Elequin Securities, LLC | 19.66K | Jun 30, 26 | +19.66K | 2.65% |
| GTS SECURITIES LLC | 19.27K | Jun 30, 26 | -9.03K | 2.60% |
| FLOW TRADERS U.S. LLC | 18.43K | Jun 30, 26 | +18.43K | 2.49% |
| HRT FINANCIAL LP | 14.15K | Jun 30, 26 | +14.15K | 1.91% |
| SIMPLEX TRADING, LLC | 13.28K | Jun 30, 26 | +9.84K | 1.79% |
| STIFEL FINANCIAL CORP | 12.14K | Jun 30, 26 | +292 | 1.64% |
| BFI Infinity Ltd. | 11.20K | Jun 30, 26 | -- | 1.51% |
| Steward Partners Investment Advisory, LLC | 11.20K | Jun 30, 26 | -62 | 1.51% |
| HBW Advisory Services LLC | 10.03K | Jun 30, 26 | +10.03K | 1.35% |
| BANQUE PICTET & CIE SA | 10.00K | Jun 30, 26 | -- | 1.35% |
| Sanctuary Advisors, LLC | 8.39K | Jun 30, 26 | +1.76K | 1.13% |
| Poehling Capital Management, INC. | 8.17K | Jun 30, 26 | -229 | 1.10% |
| Cornerstone Wealth Management, LLC | 8.07K | Jun 30, 26 | -- | 1.09% |
| LVW Advisors, LLC | 7.37K | Jun 30, 26 | +1.20K | 0.99% |
| PCG Wealth Advisors, LLC | 6.99K | Jun 30, 26 | +587 | 0.94% |
| Advisory Alpha, LLC | 6.09K | Jun 30, 26 | -- | 0.82% |
| Pekin Hardy Strauss, Inc. | 6.08K | Jun 30, 26 | +6.08K | 0.82% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 5.40K | Jun 30, 26 | -- | 0.73% |
| Westhampton Capital, LLC | 5.00K | Jun 30, 26 | -- | 0.67% |
| CAPTRUST FINANCIAL ADVISORS | 4.85K | Jun 30, 26 | -- | 0.65% |
| TD Waterhouse Canada Inc. | 3.04K | Jun 30, 26 | +3.04K | 0.41% |
| UBS Group AG | 1.72K | Jun 30, 26 | +296 | 0.23% |
| Allworth Financial LP | 1.09K | Jun 30, 26 | -309 | 0.15% |
| NewEdge Advisors, LLC | 1.09K | Jun 30, 26 | +960 | 0.15% |
| PRIVATE TRUST CO NA | 1.00K | Jun 30, 26 | -- | 0.13% |
| FIFTH THIRD BANCORP | 815 | Jun 30, 26 | -- | 0.11% |
| Community Financial Services Group, LLC | 626 | Jun 30, 26 | +626 | 0.08% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 489 | Jun 30, 26 | -- | 0.07% |
| Strategic Wealth Partners, Ltd. | 358 | Jun 30, 26 | -- | 0.05% |
| Dunhill Financial, LLC | 300 | Jun 30, 26 | +300 | 0.04% |
| ROYAL BANK OF CANADA | 258 | Jun 30, 26 | +258 | 0.03% |
| JPMORGAN CHASE & CO | 235 | Jun 30, 26 | -- | 0.03% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 187 | Jun 30, 26 | -- | 0.03% |
| HARBOUR INVESTMENTS, INC. | 100 | Jun 30, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 100 | Jun 30, 26 | +100 | 0.01% |
| Clearstead Trust, LLC | 75 | Jun 30, 26 | -- | 0.01% |
| Westend Capital Management, LLC | 26 | Jun 30, 26 | +15 | 0.00% |
| Integrity Financial Corp /WA | 2 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | -- | Jun 30, 26 | -9.66K | -- |
| Ferguson Shapiro LLC | -- | Jun 30, 26 | -4.20K | -- |
| Vontobel Holding Ltd. | -- | Jun 30, 26 | -10.00K | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -1 | -- |
| Plan Group Financial, LLC | -- | Jun 30, 26 | -13.00K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -329 | -- |
| BANK OF MONTREAL /CAN/ | -- | Jun 30, 26 | -7 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.26K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -19.08K | -- |
| Arkos Global Advisors | -- | Jun 30, 26 | -1.79K | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -- | Jun 30, 26 | -7.23K | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | -- | Jun 30, 26 | -36.28K | -- |
| Sunbelt Securities, Inc. | 1.01K | Mar 31, 26 | -- | 0.14% |
| RAYMOND JAMES & ASSOCIATES | 13.56K | Sep 30, 24 | +12 | 1.83% |
| Cetera Advisors LLC | 10.24K | Mar 31, 24 | -- | 1.38% |
| DB Wealth Management Group, LLC | 695 | Dec 31, 23 | -- | 0.09% |
| FourThought Financial, LLC | 109 | Sep 30, 22 | -- | 0.01% |
| NEXT Financial Group, Inc | 919 | Dec 31, 21 | -25 | 0.12% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.24K | Dec 31, 19 | +52 | 0.17% |
| Advisor Group, Inc. | 225 | Dec 31, 19 | -- | 0.03% |
| Vantage Investment Advisors, LLC | 200 | Sep 30, 18 | -- | 0.03% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
