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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 336.06K | Jun 30, 26 | +96.70K | 15.28% |
| RAYMOND JAMES FINANCIAL INC | 242.85K | Jun 30, 26 | +19.05K | 11.04% |
| Cambridge Investment Research Advisors, Inc. | 78.20K | Jun 30, 26 | +72.32K | 3.56% |
| Global Retirement Partners, LLC | 73.10K | Jun 30, 26 | +73.10K | 3.32% |
| OLD MISSION CAPITAL LLC | 68.79K | Jun 30, 26 | -28.55K | 3.13% |
| TRUIST FINANCIAL CORP | 44.84K | Jun 30, 26 | +6.25K | 2.04% |
| J.W. COLE ADVISORS, INC. | 41.93K | Jun 30, 26 | +2.66K | 1.91% |
| JANE STREET GROUP, LLC | 40.89K | Jun 30, 26 | -46.21K | 1.86% |
| ADVISOR GROUP HOLDINGS, INC. | 30.08K | Jun 30, 26 | +8.65K | 1.37% |
| Sequent Planning LLC | 26.08K | Jun 30, 26 | +3.35K | 1.19% |
| BYRNE FINANCIAL FREEDOM, LLC | 25.20K | Jun 30, 26 | -80.35K | 1.15% |
| Sanctuary Advisors, LLC | 19.90K | Jun 30, 26 | -2.57K | 0.90% |
| Indivisible Partners | 18.45K | Jun 30, 26 | +3.22K | 0.84% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17.39K | Jun 30, 26 | +2.25K | 0.79% |
| BCS Wealth Management | 13.27K | Jun 30, 26 | +559 | 0.60% |
| Cetera Investment Advisers | 11.35K | Jun 30, 26 | +3.01K | 0.52% |
| Bank of New York Mellon Corp | 8.38K | Jun 30, 26 | -1.13K | 0.38% |
| JPMORGAN CHASE & CO | 7.05K | Jun 30, 26 | -919 | 0.32% |
| MORGAN STANLEY | 5.83K | Jun 30, 26 | +1.01K | 0.27% |
| Gladstone Institutional Advisory LLC | 5.63K | Jun 30, 26 | +5.63K | 0.26% |
| PRIVATE TRUST CO NA | 4.95K | Jun 30, 26 | +4.95K | 0.23% |
| FRANKLIN RESOURCES INC | 4.08K | Jun 30, 26 | -- | 0.19% |
| Capital Analysts, LLC | 4.01K | Jun 30, 26 | +403 | 0.18% |
| Integrated Wealth Concepts LLC | 2.79K | Jun 30, 26 | +2.79K | 0.13% |
| Geneos Wealth Management Inc. | 750 | Jun 30, 26 | -- | 0.03% |
| Tidemark, LLC | 197 | Jun 30, 26 | -- | 0.01% |
| ROYAL BANK OF CANADA | 163 | Jun 30, 26 | -39.83K | 0.01% |
| Smartleaf Asset Management LLC | 87 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -13.61K | -- |
| UBS Group AG | -- | Jun 30, 26 | -599 | -- |
| CWM, LLC | 251 | Mar 31, 26 | -- | 0.01% |
| Sandy Spring Bank | -- | Mar 31, 25 | -174 | -- |
| Raymond James Financial Services Advisors, Inc. | 9.27K | Sep 30, 24 | -623 | 0.42% |
| NEXT Financial Group, Inc | 240 | Dec 31, 21 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 25.49K | Dec 31, 19 | +884 | 1.16% |
| Advisor Group, Inc. | 1.02K | Dec 31, 19 | +82 | 0.05% |
| NEXT Financial Holdings | 843 | Mar 31, 19 | +843 | 0.04% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
