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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| CoreCap Advisors, LLC | -- | Sep 30, 26 | -432 | -- |
| Virtus Wealth Solutions LLC | 209.34K | Jun 30, 26 | -8.42K | 13.08% |
| ADVISOR GROUP HOLDINGS, INC. | 173.80K | Jun 30, 26 | +12.27K | 10.86% |
| LPL Financial LLC | 153.83K | Jun 30, 26 | -827 | 9.61% |
| Concurrent Investment Advisors, LLC | 91.06K | Jun 30, 26 | +5.87K | 5.69% |
| Steward Partners Investment Advisory, LLC | 64.05K | Jun 30, 26 | +1.49K | 4.00% |
| Kesler, Norman & Wride, LLC | 53.17K | Jun 30, 26 | -4.65K | 3.32% |
| GOLDMAN SACHS GROUP INC | 45.02K | Jun 30, 26 | -123 | 2.81% |
| MORGAN STANLEY | 36.20K | Jun 30, 26 | -7.81K | 2.26% |
| RAYMOND JAMES FINANCIAL INC | 36.02K | Jun 30, 26 | +5.91K | 2.25% |
| TCFG Investment Advisors, LLC | 26.96K | Jun 30, 26 | -9 | 1.68% |
| BANK OF AMERICA CORP /DE/ | 19.73K | Jun 30, 26 | -705 | 1.23% |
| Prospera Financial Services Inc | 17.58K | Jun 30, 26 | +30 | 1.10% |
| Atomi Financial Group, Inc. | 13.15K | Jun 30, 26 | +151 | 0.82% |
| CITADEL ADVISORS LLC | 13.15K | Jun 30, 26 | -11.91K | 0.82% |
| Cetera Investment Advisers | 11.99K | Jun 30, 26 | -23.75K | 0.75% |
| HighTower Advisors, LLC | 8.77K | Jun 30, 26 | -- | 0.55% |
| Cambridge Investment Research Advisors, Inc. | 8.74K | Jun 30, 26 | +32 | 0.55% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.26K | Jun 30, 26 | +2.30K | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 5.41K | Jun 30, 26 | -1.93K | 0.34% |
| HARBOUR INVESTMENTS, INC. | 5.36K | Jun 30, 26 | -4.09K | 0.33% |
| HighPoint Advisor Group LLC | 5.25K | Jun 30, 26 | -- | 0.33% |
| MANCHESTER FINANCIAL INC | 5.23K | Jun 30, 26 | +5.23K | 0.33% |
| J.W. COLE ADVISORS, INC. | 5.00K | Jun 30, 26 | +5.00K | 0.31% |
| Janney Montgomery Scott LLC | 4.73K | Jun 30, 26 | +4.73K | 0.30% |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 4.72K | Jun 30, 26 | +4.72K | 0.29% |
| COLUMBIA ADVISORY PARTNERS LLC | 4.53K | Jun 30, 26 | +4.53K | 0.28% |
| Rockefeller Capital Management L.P. | 2.54K | Jun 30, 26 | +5 | 0.16% |
| KERR FINANCIAL PLANNING Corp | 2.38K | Jun 30, 26 | -- | 0.15% |
| MTM Investment Management, LLC | 901 | Jun 30, 26 | -- | 0.06% |
| FIDUCIARY FINANCIAL ADVISORS | 650 | Jun 30, 26 | +650 | 0.04% |
| Coastal Investment Advisors, Inc. | 601 | Jun 30, 26 | -- | 0.04% |
| MPWM ADVISORY SOLUTIONS, LLC | 253 | Jun 30, 26 | -- | 0.02% |
| IFP Advisors, Inc | 205 | Jun 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 200 | Jun 30, 26 | +100 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 190 | Jun 30, 26 | +1 | 0.01% |
| Truvestments Capital LLC | 62 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 46 | Jun 30, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 27 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 10 | Jun 30, 26 | +10 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -776 | 0.00% |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -3.61K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Jun 30, 26 | -7.21K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -385 | -- |
| Greenline Wealth Management LLC | -- | Jun 30, 26 | -11.34K | -- |
| TCFG WEALTH MANAGEMENT, LLC | 26.97K | Mar 31, 26 | -- | 1.69% |
| RAYMOND JAMES & ASSOCIATES | 16.44K | Sep 30, 24 | +8.19K | 1.03% |
| Raymond James Financial Services Advisors, Inc. | -- | Sep 30, 24 | -40.03K | -- |
| Cetera Advisors LLC | 6.01K | Mar 31, 24 | +6.01K | 0.38% |
| LEVEL FOUR FINANCIAL, LLC | 7.50K | Sep 30, 21 | -- | 0.47% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.48K | Dec 31, 19 | +950 | 0.15% |
| Advisor Group, Inc. | 1.00K | Dec 31, 19 | +350 | 0.06% |
| BB&T SECURITIES, LLC | 154.51K | Sep 30, 19 | +141.70K | 9.66% |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 16.03K | Mar 31, 19 | -- | 1.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data