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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Kathmere Capital Management, LLC | 621.82K | Jun 30, 26 | +44.51K | 20.53% |
| Resonant Capital Advisors, LLC | 297.93K | Jun 30, 26 | +2.55K | 9.83% |
| Sentinus, LLC | 249.17K | Jun 30, 26 | +2.22K | 8.23% |
| Rockefeller Capital Management L.P. | 211.92K | Jun 30, 26 | -39 | 7.00% |
| Indivisible Partners | 201.23K | Jun 30, 26 | +1.51K | 6.64% |
| Aspect Partners, LLC | 189.54K | Jun 30, 26 | +24.48K | 6.26% |
| Berkeley, Inc | 142.80K | Jun 30, 26 | -3.40K | 4.71% |
| Madison Asset Management, LLC | 64.39K | Jun 30, 26 | +2.33K | 2.13% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 32.78K | Jun 30, 26 | -11.62K | 1.08% |
| Toroso Investments, LLC | 28.31K | Jun 30, 26 | +3.35K | 0.93% |
| LPL Financial LLC | 17.89K | Jun 30, 26 | -753 | 0.59% |
| National Philanthropic Trust | 17.00K | Jun 30, 26 | -- | 0.56% |
| Legacy Wealth Managment, LLC/ID | 11.94K | Jun 30, 26 | +4.54K | 0.39% |
| Colony Group, LLC | 11.83K | Jun 30, 26 | +80 | 0.39% |
| Global View Capital Management LLC | 10.88K | Jun 30, 26 | -2.93K | 0.36% |
| Accurate Wealth Management, LLC | 9.92K | Jun 30, 26 | -15.99K | 0.33% |
| WealthCare Investment Partners, LLC | 5.89K | Jun 30, 26 | +34 | 0.19% |
| Abacus Planning Group, Inc. | 5.50K | Jun 30, 26 | +5.50K | 0.18% |
| Nuveen, LLC | 5.24K | Jun 30, 26 | +5.24K | 0.17% |
| US BANCORP \DE\ | 1.36K | Jun 30, 26 | -- | 0.04% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.03K | Jun 30, 26 | -118 | 0.03% |
| Orion Capital Management LLC | 628 | Jun 30, 26 | -- | 0.02% |
| Essential Partners LLC | 359 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 308 | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 220 | Jun 30, 26 | +220 | 0.01% |
| Geneos Wealth Management Inc. | 200 | Jun 30, 26 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | 72 | Jun 30, 26 | -- | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 71 | Jun 30, 26 | +71 | 0.00% |
| UBS Group AG | 2 | Jun 30, 26 | -207 | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -10.41K | -- |
| Opal Wealth Advisors, LLC | -- | Jun 30, 26 | -1.68K | -- |
| FMR LLC | -- | Jun 30, 26 | -1 | -- |
| PERRITT CAPITAL MANAGEMENT INC | -- | Dec 31, 25 | -240.58K | -- |
| Legacy Investment Solutions, LLC | 9.23K | Jun 30, 25 | +9.23K | 0.30% |
| CAROLINAS WEALTH CONSULTING LLC | 834 | Mar 31, 25 | -859 | 0.03% |
| Madison Investment Advisors, LLC | 60.48K | Dec 31, 24 | +60.48K | 2.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data