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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 4.15M | Jun 30, 26 | +339.00K | 41.98% |
| Integrated Wealth Concepts LLC | 2.56M | Jun 30, 26 | +6.43K | 25.95% |
| ENVESTNET ASSET MANAGEMENT INC | 549.96K | Jun 30, 26 | +74.15K | 5.57% |
| Second Line Capital, LLC | 516.10K | Jun 30, 26 | +18.19K | 5.23% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 488.03K | Jun 30, 26 | +8.49K | 4.94% |
| Park Place Capital Corp | 478.40K | Jun 30, 26 | +19.61K | 4.84% |
| Waterloo Capital, L.P. | 307.81K | Jun 30, 26 | +91.38K | 3.12% |
| Signal Advisors Wealth, LLC | 280.46K | Jun 30, 26 | +72.42K | 2.84% |
| SILVER OAK SECURITIES, INCORPORATED | 146.41K | Jun 30, 26 | +5.61K | 1.48% |
| MBE Wealth Management, LLC | 142.92K | Jun 30, 26 | +952 | 1.45% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 89.10K | Jun 30, 26 | +11.48K | 0.90% |
| Capital Investment Advisory Services, LLC | 81.48K | Jun 30, 26 | +79.27K | 0.83% |
| Prime Capital Investment Advisors, LLC | 81.14K | Jun 30, 26 | +12.16K | 0.82% |
| Renasant Bank | 79.06K | Jun 30, 26 | +2.87K | 0.80% |
| Atria Investments, Inc | 71.90K | Jun 30, 26 | +564 | 0.73% |
| MARIPAU WEALTH MANAGEMENT LLC | 66.81K | Jun 30, 26 | +6.16K | 0.68% |
| Tailwinds Wealth, LLC | 63.91K | Jun 30, 26 | +63.91K | 0.65% |
| Regal Investment Advisors LLC | 49.42K | Jun 30, 26 | +137 | 0.50% |
| Second Half Financial Partners, LLC | 49.20K | Jun 30, 26 | -2.89K | 0.50% |
| Lord & Richards Wealth Management, LLC | 46.97K | Jun 30, 26 | +1.89K | 0.48% |
| Cushing Capital Partners, LLC | 43.98K | Jun 30, 26 | +2.79K | 0.45% |
| Independent Advisor Alliance | 34.95K | Jun 30, 26 | -42.25K | 0.35% |
| LPL Financial LLC | 22.69K | Jun 30, 26 | +1.24K | 0.23% |
| RFG Advisory, LLC | 19.49K | Jun 30, 26 | -17.66K | 0.20% |
| FIRST TRUST ADVISORS LP | 8.65K | Jun 30, 26 | +8.65K | 0.09% |
| Advisory Services Network, LLC | 7.87K | Jun 30, 26 | +1.20K | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 7.05K | Jun 30, 26 | -405 | 0.07% |
| MORRIS FINANCIAL CONCEPTS, INC. | 4.91K | Jun 30, 26 | -- | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.61K | Jun 30, 26 | +3.61K | 0.04% |
| HARBOUR INVESTMENTS, INC. | 2.50K | Jun 30, 26 | -177 | 0.03% |
| Global Retirement Partners, LLC | 1.14K | Jun 30, 26 | +1.14K | 0.01% |
| WHITTIER TRUST CO | 1.03K | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 595 | Jun 30, 26 | +595 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 417 | Jun 30, 26 | +2 | 0.00% |
| JPMORGAN CHASE & CO | 353 | Jun 30, 26 | -- | 0.00% |
| Regatta Research & Money Management | 258 | Jun 30, 26 | +258 | 0.00% |
| NewEdge Advisors, LLC | 73 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 16 | Jun 30, 26 | +16 | 0.00% |
| SIGNATUREFD, LLC | -- | Jun 30, 26 | -266 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -13.30K | -- |
| Town Capital LLC | -- | Jun 30, 26 | -8.72K | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -269 | -- |
| Gibbs Wealth Management | 5.79K | Mar 31, 26 | +1 | 0.06% |
| True Vision MN LLC | -- | Mar 31, 26 | -34.35K | -- |
| FSA Wealth Management LLC | 269 | Sep 30, 25 | -- | 0.00% |
| Sugarloaf Wealth Management, LLC | 676.53K | Dec 31, 24 | +10.44K | 6.85% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
