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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 |
|---|---|---|---|---|
| LPL Financial LLC | 104.65K | Jun 30, 26 | -1.99K | 7.05% |
| MORGAN STANLEY | 103.20K | Jun 30, 26 | -33.90K | 6.96% |
| COMMONWEALTH EQUITY SERVICES, LLC | 70.01K | Jun 30, 26 | +733 | 4.72% |
| WELLS FARGO & COMPANY/MN | 34.87K | Jun 30, 26 | -387 | 2.35% |
| GOLDMAN SACHS GROUP INC | 25.64K | Jun 30, 26 | +6.91K | 1.73% |
| RAYMOND JAMES FINANCIAL INC | 23.90K | Jun 30, 26 | +312 | 1.61% |
| Cambridge Investment Research Advisors, Inc. | 23.47K | Jun 30, 26 | -4.56K | 1.58% |
| Rodgers & Associates, LTD | 22.17K | Jun 30, 26 | -- | 1.49% |
| PACIFIC SUN FINANCIAL CORP | 18.97K | Jun 30, 26 | -530 | 1.28% |
| TRUIST FINANCIAL CORP | 18.47K | Jun 30, 26 | -17 | 1.25% |
| Empirical Asset Management, LLC | 16.05K | Jun 30, 26 | +793 | 1.08% |
| AMERIPRISE FINANCIAL INC | 14.14K | Jun 30, 26 | -52 | 0.95% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.08K | Jun 30, 26 | +8.35K | 0.95% |
| Davis Investment Partners, LLC | 11.43K | Jun 30, 26 | -50 | 0.77% |
| EP Wealth Advisors, LLC | 10.95K | Jun 30, 26 | -107 | 0.74% |
| MML INVESTORS SERVICES, LLC | 8.19K | Jun 30, 26 | +1.23K | 0.55% |
| Quantinno Capital Management LP | 7.97K | Jun 30, 26 | +154 | 0.54% |
| HUNTINGTON NATIONAL BANK | 7.95K | Jun 30, 26 | +7.95K | 0.54% |
| JONES FINANCIAL COMPANIES LLLP | 7.76K | Jun 30, 26 | -254 | 0.52% |
| Well Done, LLC | 7.58K | Jun 30, 26 | -7.95K | 0.51% |
| Cetera Investment Advisers | 7.39K | Jun 30, 26 | -657 | 0.50% |
| Savant Capital, LLC | 6.59K | Jun 30, 26 | -204 | 0.44% |
| CITADEL ADVISORS LLC | 5.94K | Jun 30, 26 | +115 | 0.40% |
| ENVESTNET ASSET MANAGEMENT INC | 5.60K | Jun 30, 26 | -37 | 0.38% |
| ROYAL BANK OF CANADA | 5.57K | Jun 30, 26 | -4.04K | 0.38% |
| J.W. COLE ADVISORS, INC. | 5.50K | Jun 30, 26 | +5.50K | 0.37% |
| WILLNER & HELLER, LLC | 5.46K | Jun 30, 26 | -380 | 0.37% |
| Colonial River Wealth Management, LLC | 4.97K | Jun 30, 26 | -310 | 0.34% |
| BANK OF AMERICA CORP /DE/ | 4.20K | Jun 30, 26 | -1.98K | 0.28% |
| CAPTRUST FINANCIAL ADVISORS | 3.20K | Jun 30, 26 | -- | 0.22% |
| HAZLETT, BURT & WATSON, INC. | 3.16K | Jun 30, 26 | -- | 0.21% |
| VICTORY FINANCIAL GROUP, LLC | 2.92K | Jun 30, 26 | -1.26K | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 2.85K | Jun 30, 26 | -832 | 0.19% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2.79K | Jun 30, 26 | -- | 0.19% |
| MISSION WEALTH MANAGEMENT, LP | 2.69K | Jun 30, 26 | -- | 0.18% |
| Kestra Advisory Services, LLC | 2.66K | Jun 30, 26 | -540 | 0.18% |
| Creative Planning | 2.50K | Jun 30, 26 | -- | 0.17% |
| FMR LLC | 2.38K | Jun 30, 26 | +168 | 0.16% |
| Quattro Advisors LLC | 2.31K | Jun 30, 26 | -- | 0.16% |
| Private Advisor Group, LLC | 2.17K | Jun 30, 26 | -- | 0.15% |
| Sovran Advisors, LLC | 1.79K | Jun 30, 26 | -- | 0.12% |
| First Heartland Consultants, Inc. | 1.70K | Jun 30, 26 | +1.70K | 0.11% |
| BlackRock, Inc. | 1.42K | Jun 30, 26 | -- | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.02K | Jun 30, 26 | +1.02K | 0.07% |
| WHITTIER TRUST CO | 582 | Jun 30, 26 | -- | 0.04% |
| Spectrum Wealth Advisory Group, LLC | 579 | Jun 30, 26 | +579 | 0.04% |
| Tidemark, LLC | 575 | Jun 30, 26 | -- | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 449 | Jun 30, 26 | -- | 0.03% |
| Steward Partners Investment Advisory, LLC | 414 | Jun 30, 26 | -- | 0.03% |
| Clearstead Advisors, LLC | 321 | Jun 30, 26 | -- | 0.02% |
| UBS Group AG | 302 | Jun 30, 26 | -400 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 254 | Jun 30, 26 | -- | 0.02% |
| Silver Grove Financial Group, Inc. | 216 | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 210 | Jun 30, 26 | +112 | 0.01% |
| BLAIR WILLIAM & CO/IL | 135 | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 127 | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 110 | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 108 | Jun 30, 26 | -- | 0.01% |
| HHM Wealth Advisors, LLC | 30 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 7 | Jun 30, 26 | -- | 0.00% |
| IMC-Chicago, LLC | -- | Jun 30, 26 | -35.33K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -113 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -4.77K | -- |
| Baer Investment Advisory LLC | -- | Jun 30, 26 | -4.18K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.83K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -8 | -- |
| Mariner, LLC | -- | Jun 30, 26 | -1.94K | -- |
| FLAGSHIP HARBOR ADVISORS, LLC | -- | Jun 30, 26 | -2.56K | -- |
| CWM, LLC | 3.68K | Mar 31, 26 | -576 | 0.25% |
| COMERICA BANK | 83 | Dec 31, 25 | -5 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 8.49K | Sep 30, 24 | -873 | 0.57% |
| RAYMOND JAMES & ASSOCIATES | 5.37K | Sep 30, 24 | -60 | 0.36% |
| TNF LLC | 4.34K | Sep 30, 24 | -- | 0.29% |
| Cetera Advisors LLC | 5.46K | Mar 31, 24 | +5.46K | 0.37% |
| Retirement Group, LLC | 241 | Mar 31, 24 | -- | 0.02% |
| FOCUS FINANCIAL NETWORK INC /ADV | 3.33K | Dec 31, 23 | +3.33K | 0.22% |
| DB Wealth Management Group, LLC | 143 | Dec 31, 23 | -- | 0.01% |
| Domani Wealth, LLC | 8.55K | Mar 31, 23 | -- | 0.58% |
| Sargent Bickham Lagudis LLC | 73 | Dec 31, 22 | -- | 0.00% |
| American Portfolios Advisors | 2.00K | Sep 30, 22 | -443 | 0.13% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2.80K | Mar 31, 22 | -- | 0.19% |
| NEXT Financial Group, Inc | 179 | Dec 31, 21 | -48 | 0.01% |
| Ameritas Investment Company, LLC | -- | Sep 30, 21 | -2.39K | -- |
| FormulaFolio Investments, LLC | 800 | Jun 30, 21 | -- | 0.05% |
| LifePlan Financial Group, Inc | 602 | Sep 30, 20 | -- | 0.04% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 15.59K | Dec 31, 19 | -11.44K | 1.05% |
| Advisor Group, Inc. | 10.05K | Dec 31, 19 | -17.69K | 0.68% |
| KHP Capital, LLC | 1.64K | Sep 30, 18 | -- | 0.11% |
