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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 |
|---|---|---|---|---|
| Stonebridge Financial Group, LLC | 9.32K | Sep 30, 26 | -- | 0.09% |
| Creative Planning | 2.69M | Jun 30, 26 | -8.75K | 25.01% |
| MORGAN STANLEY | 1.12M | Jun 30, 26 | +32.38K | 10.40% |
| HUNTINGTON NATIONAL BANK | 852.79K | Jun 30, 26 | -5.23K | 7.94% |
| JPMORGAN CHASE & CO | 369.18K | Jun 30, 26 | +5.59K | 3.44% |
| Cascade Financial Partners, LLC | 307.54K | Jun 30, 26 | +37.98K | 2.86% |
| Key FInancial Inc | 306.31K | Jun 30, 26 | -15.02K | 2.85% |
| ROYAL BANK OF CANADA | 306.13K | Jun 30, 26 | -5.28K | 2.85% |
| BIP Wealth, LLC | 301.93K | Jun 30, 26 | +9.04K | 2.81% |
| LPL Financial LLC | 253.34K | Jun 30, 26 | +14.63K | 2.36% |
| BANK OF AMERICA CORP /DE/ | 201.36K | Jun 30, 26 | -4.98K | 1.87% |
| M&T BANK CORP | 129.34K | Jun 30, 26 | +275 | 1.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 124.97K | Jun 30, 26 | -512 | 1.16% |
| Avidian Wealth Solutions, LLC | 112.54K | Jun 30, 26 | +1.62K | 1.05% |
| Evernest Financial Advisors, LLC | 91.53K | Jun 30, 26 | -867 | 0.85% |
| Powers Advisory Group, LLC | 81.33K | Jun 30, 26 | -2.31K | 0.76% |
| WELLS FARGO & COMPANY/MN | 79.37K | Jun 30, 26 | +4.36K | 0.74% |
| UBS Group AG | 79.11K | Jun 30, 26 | +2.35K | 0.74% |
| MML INVESTORS SERVICES, LLC | 76.99K | Jun 30, 26 | +24.71K | 0.72% |
| ADVISOR GROUP HOLDINGS, INC. | 73.33K | Jun 30, 26 | -7.08K | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 67.26K | Jun 30, 26 | +8.55K | 0.63% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 63.96K | Jun 30, 26 | -3.10K | 0.60% |
| Cetera Investment Advisers | 61.19K | Jun 30, 26 | -1.07K | 0.57% |
| Rockefeller Capital Management L.P. | 54.49K | Jun 30, 26 | -1.98K | 0.51% |
| AMERIPRISE FINANCIAL INC | 49.12K | Jun 30, 26 | +25.20K | 0.46% |
| Gladstone Institutional Advisory LLC | 42.66K | Jun 30, 26 | -308 | 0.40% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 31.60K | Jun 30, 26 | -890 | 0.29% |
| Western Wealth Management, LLC | 31.35K | Jun 30, 26 | +2.26K | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 29.70K | Jun 30, 26 | +1.05K | 0.28% |
| Waverly Advisors, LLC | 29.21K | Jun 30, 26 | -481 | 0.27% |
| First Heartland Consultants, Inc. | 28.92K | Jun 30, 26 | -16.63K | 0.27% |
| JANE STREET GROUP, LLC | 28.21K | Jun 30, 26 | -52.57K | 0.26% |
| JFS WEALTH ADVISORS, LLC | 27.16K | Jun 30, 26 | +1.54K | 0.25% |
| BlackRock, Inc. | 25.70K | Jun 30, 26 | +2.07K | 0.24% |
| Mariner, LLC | 25.55K | Jun 30, 26 | -4.50K | 0.24% |
| HOWE & RUSLING INC | 19.11K | Jun 30, 26 | +830 | 0.18% |
| Kestra Advisory Services, LLC | 15.52K | Jun 30, 26 | -2.32K | 0.14% |
| Private Advisor Group, LLC | 14.95K | Jun 30, 26 | -125 | 0.14% |
| Atria Investments, Inc | 13.94K | Jun 30, 26 | -11.11K | 0.13% |
| FLOW TRADERS U.S. LLC | 12.28K | Jun 30, 26 | -3.15K | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.95K | Jun 30, 26 | -2.77K | 0.11% |
| Evanson Financial, LLC | 11.68K | Jun 30, 26 | +11.68K | 0.11% |
| CI Private Wealth, LLC | 11.63K | Jun 30, 26 | -- | 0.11% |
| FIFTH THIRD BANCORP | 11.53K | Jun 30, 26 | -17 | 0.11% |
| Institute for Wealth Management, LLC. | 10.98K | Jun 30, 26 | -24 | 0.10% |
| Herold Advisors, Inc. | 10.57K | Jun 30, 26 | +1.56K | 0.10% |
| CoreCap Advisors, LLC | 10.39K | Jun 30, 26 | -76 | 0.10% |
| STIFEL FINANCIAL CORP | 9.05K | Jun 30, 26 | +348 | 0.08% |
| Colony Group, LLC | 8.97K | Jun 30, 26 | -17 | 0.08% |
| Geneos Wealth Management Inc. | 8.89K | Jun 30, 26 | +1.22K | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | 8.33K | Jun 30, 26 | -218 | 0.08% |
| Palatine Hill Wealth Management, LLC | 8.00K | Jun 30, 26 | -- | 0.07% |
| Aptus Capital Advisors, LLC | 8.00K | Jun 30, 26 | -- | 0.07% |
| Integrated Wealth Concepts LLC | 8.00K | Jun 30, 26 | -- | 0.07% |
| TopTier Wealth Management, LLC | 7.73K | Jun 30, 26 | +34 | 0.07% |
| HighTower Advisors, LLC | 7.66K | Jun 30, 26 | -325 | 0.07% |
| Stratos Wealth Partners, LTD. | 7.41K | Jun 30, 26 | +299 | 0.07% |
| Meridian Financial Partners LLC | 7.14K | Jun 30, 26 | -600 | 0.07% |
| VANCE WEALTH, INC. | 6.15K | Jun 30, 26 | -- | 0.06% |
| MCF Advisors LLC | 5.88K | Jun 30, 26 | -- | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.88K | Jun 30, 26 | -180 | 0.05% |
| HRT FINANCIAL LP | 5.61K | Jun 30, 26 | +5.61K | 0.05% |
| IFG Advisory, LLC | 5.60K | Jun 30, 26 | +5.60K | 0.05% |
| Altrius Capital Management Inc | 5.29K | Jun 30, 26 | -85 | 0.05% |
| Apella Capital, LLC | 5.25K | Jun 30, 26 | +46 | 0.05% |
| Discipline Wealth Solutions, LLC | 5.25K | Jun 30, 26 | -- | 0.05% |
| MAI Capital Management | 5.04K | Jun 30, 26 | +5.04K | 0.05% |
| JNBA Financial Advisors | 4.81K | Jun 30, 26 | -- | 0.04% |
| Cerity Partners LLC | 4.70K | Jun 30, 26 | +43 | 0.04% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4.49K | Jun 30, 26 | -- | 0.04% |
| Clearstead Advisors, LLC | 4.24K | Jun 30, 26 | -- | 0.04% |
| Frazier Financial Advisors, LLC | 4.23K | Jun 30, 26 | -- | 0.04% |
| Hubbell Strickland Wealth Management, LLC | 4.11K | Jun 30, 26 | +55 | 0.04% |
| United Advisor Group, LLC | 3.77K | Jun 30, 26 | +538 | 0.04% |
| FMR LLC | 3.61K | Jun 30, 26 | +181 | 0.03% |
| Chicago Partners Investment Group LLC | 3.59K | Jun 30, 26 | -171 | 0.03% |
| FIFTH THIRD SECURITIES, INC. | 3.41K | Jun 30, 26 | +22 | 0.03% |
| Janney Montgomery Scott LLC | 3.27K | Jun 30, 26 | -43 | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 3.11K | Jun 30, 26 | +3.11K | 0.03% |
| Relyea Zuckerberg Hanson LLC | 3.10K | Jun 30, 26 | +1 | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 2.94K | Jun 30, 26 | -- | 0.03% |
| Sound Stewardship, LLC | 2.75K | Jun 30, 26 | +2.75K | 0.03% |
| Lantz Financial LLC | 2.70K | Jun 30, 26 | +2.70K | 0.03% |
| Savant Capital, LLC | 2.62K | Jun 30, 26 | +2.62K | 0.02% |
| CARDIFF PARK ADVISORS, LLC | 2.46K | Jun 30, 26 | +33 | 0.02% |
| Farther Finance Advisors, LLC | 2.17K | Jun 30, 26 | -1.81K | 0.02% |
| LRI Investments, LLC | 2.08K | Jun 30, 26 | -- | 0.02% |
| SOA Wealth Advisors, LLC. | 1.90K | Jun 30, 26 | +26 | 0.02% |
| US BANCORP \DE\ | 1.81K | Jun 30, 26 | +1.35K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.62K | Jun 30, 26 | +1.62K | 0.02% |
| ASSETMARK, INC | 1.60K | Jun 30, 26 | -- | 0.01% |
| Ronald Blue Trust, Inc. | 1.38K | Jun 30, 26 | -- | 0.01% |
| IFP Advisors, Inc | 1.24K | Jun 30, 26 | -350 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 936 | Jun 30, 26 | -9.70K | 0.01% |
| Ancora Advisors, LLC | 720 | Jun 30, 26 | -- | 0.01% |
| Ameritas Advisory Services, LLC | 645 | Jun 30, 26 | +645 | 0.01% |
| Cherry Tree Wealth Management, LLC | 644 | Jun 30, 26 | -70 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 632 | Jun 30, 26 | -- | 0.01% |
| Newton One Investments LLC | 631 | Jun 30, 26 | -- | 0.01% |
| Point Nemo Capital, LLC | 439 | Jun 30, 26 | +439 | 0.00% |
| SIGNATUREFD, LLC | 425 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 387 | Jun 30, 26 | -5.34K | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 310 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 307 | Jun 30, 26 | +307 | 0.00% |
| Founders Financial Alliance, LLC | 265 | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 179 | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 88 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 79 | Jun 30, 26 | +1 | 0.00% |
| VANGUARD ADVISERS INC | 51 | Jun 30, 26 | -- | 0.00% |
| Harborfront Financial Group LLC | 42 | Jun 30, 26 | +42 | 0.00% |
| Triumph Capital Management | 25 | Jun 30, 26 | -- | 0.00% |
| Strategic Financial Concepts, LLC | -- | Jun 30, 26 | -12.20K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -950 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -400 | -- |
| Steward Partners Investment Advisory, LLC | -- | Jun 30, 26 | -2 | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -76 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -7.54K | -- |
| TD Waterhouse Canada Inc. | -- | Jun 30, 26 | -300 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -173 | -- |
| Bank of New York Mellon Corp | -- | Jun 30, 26 | -7.47K | -- |
| CWM, LLC | 28.02K | Mar 31, 26 | -2.03K | 0.26% |
| Evanson Asset Management, LLC | 11.64K | Mar 31, 26 | +10 | 0.11% |
| COMERICA BANK | 7.84K | Dec 31, 25 | -582 | 0.07% |
| PBMares Wealth Management LLC | 6.30K | Sep 30, 25 | +18 | 0.06% |
| FSA Wealth Management LLC | 400 | Sep 30, 25 | -- | 0.00% |
| Congress Wealth Management LLC / DE / | 52.43K | Jun 30, 25 | -1.95K | 0.49% |
| Raymond James Financial Services Advisors, Inc. | 7.02K | Sep 30, 24 | -161 | 0.07% |
| RAYMOND JAMES & ASSOCIATES | 6.74K | Sep 30, 24 | -298 | 0.06% |
| GYL FINANCIAL SYNERGIES, LLC | 4.19K | Sep 30, 24 | -211 | 0.04% |
| Cetera Advisor Networks LLC | 53.19K | Mar 31, 24 | -27.58K | 0.49% |
| Cetera Advisors LLC | 8.36K | Mar 31, 24 | +8.36K | 0.08% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4.36K | Mar 31, 24 | -- | 0.04% |
| Baystate Wealth Management LLC | 61.32K | Dec 31, 23 | -2.94K | 0.57% |
| StrategIQ Financial Group, LLC | 44.04K | Dec 31, 23 | -1.42K | 0.41% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 362.26K | Sep 30, 23 | -1.77K | 3.37% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -14 | -- |
| American Portfolios Advisors | 2.15K | Sep 30, 22 | +2.15K | 0.02% |
| Carroll Financial Associates, Inc. | 552 | Dec 31, 21 | -- | 0.01% |
| TCF National Bank | 21.92K | Mar 31, 21 | -1.14K | 0.20% |
| First Allied Advisory Services, Inc. | 46.43K | Sep 30, 20 | +6.20K | 0.43% |
| Private Vista, LLC | -- | Jun 30, 20 | -101.95K | -- |
| Squar Milner Financial Services LLC | 300 | Mar 31, 20 | -- | 0.00% |
| Advisor Group, Inc. | 7.69K | Dec 31, 19 | -515 | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.94K | Dec 31, 19 | +1.28K | 0.03% |
| Highwater Wealth Management, LLC | 4.85K | Sep 30, 19 | -145 | 0.05% |
| CHEMICAL BANK | 32.46K | Jun 30, 19 | +867 | 0.30% |
| RAND WEALTH, LLC | -- | Sep 30, 18 | -4.89K | -- |
| Commonwealth Equity Services, Inc | 13.18K | Jun 30, 17 | +1.47K | 0.12% |
| Trutina Financial LLC | 83.57K | Dec 31, 16 | -14.35K | 0.78% |
| MSI Financial Services Inc | 6.85K | Dec 31, 16 | -127 | 0.06% |
| FIRSTMERIT BANK N A TRUSTEE | 210.15K | Jun 30, 16 | -10.11K | 1.96% |
| SOCIETE GENERALE | 8.72K | Jun 30, 16 | +8.72K | 0.08% |
| Gupta Wealth Management LLC | 132.35K | Mar 31, 16 | +34.67K | 1.23% |
| MANAGED ACCOUNT ADVISORS LLC | 785 | Jun 30, 15 | -- | 0.01% |
| BAIRD ROBERT W & CO INC /WI/ | 47.22K | Mar 31, 15 | +700 | 0.44% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -55.44K | -- |
| UBS AG | 81.77K | Sep 30, 14 | +1.54K | 0.76% |
| Jane Street Holding, LLC | 15.17K | Dec 31, 13 | -15.69K | 0.14% |
| KNIGHT CAPITAL GROUP LLC | 6.85K | Jun 30, 13 | +6.85K | 0.06% |
| First Allied Securities, Inc. | 670 | Jun 30, 12 | -115 | 0.01% |