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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Deane Retirement Strategies, Inc. | -- | Sep 30, 26 | -149 | -- |
| MATHER GROUP, LLC. | 583.09K | Jun 30, 26 | +275.34K | 23.09% |
| MML INVESTORS SERVICES, LLC | 274.87K | Jun 30, 26 | +274.87K | 10.88% |
| ENVESTNET ASSET MANAGEMENT INC | 105.03K | Jun 30, 26 | +105.03K | 4.16% |
| Simplify Asset Management Inc. | 100.00K | Jun 30, 26 | -- | 3.96% |
| Kensington Asset Management, LLC | 100.00K | Jun 30, 26 | +100.00K | 3.96% |
| Professional Financial Advisors, LLC | 87.94K | Jun 30, 26 | +11.13K | 3.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | 78.16K | Jun 30, 26 | +4.16K | 3.09% |
| WEDBUSH SECURITIES INC | 77.08K | Jun 30, 26 | +35.84K | 3.05% |
| Kestra Advisory Services, LLC | 64.47K | Jun 30, 26 | +64.47K | 2.55% |
| JPMORGAN CHASE & CO | 30.56K | Jun 30, 26 | +30.42K | 1.21% |
| Pekin Hardy Strauss, Inc. | 26.58K | Jun 30, 26 | +5.21K | 1.05% |
| Triton Wealth Management, PLLC | 18.13K | Jun 30, 26 | -367 | 0.72% |
| Magnolia Private Wealth, LLC | 16.94K | Jun 30, 26 | +1.33K | 0.67% |
| Chicago Partners Investment Group LLC | 7.16K | Jun 30, 26 | +7.16K | 0.28% |
| Reyes Financial Architecture, Inc. | 874 | Jun 30, 26 | +874 | 0.03% |
| Caitlin John, LLC | 337 | Jun 30, 26 | +337 | 0.01% |
| AE Wealth Management LLC | -- | Jun 30, 26 | -155 | -- |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | -- | Jun 30, 26 | -956 | -- |
| CWM, LLC | 3.37M | Mar 31, 26 | +3.37M | 133.40% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data