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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 218.51K | Sep 30, 26 | +1.71K | 2.46% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 27.90K | Sep 30, 26 | -1.10K | 0.31% |
| DAVENPORT & Co LLC | 13.25K | Sep 30, 26 | -55 | 0.15% |
| INSPIRION WEALTH ADVISORS, LLC | 6.37K | Sep 30, 26 | +25 | 0.07% |
| New Perspectives, Inc | 4.17K | Sep 30, 26 | -- | 0.05% |
| 4WEALTH ADVISORS, INC. | 3.00K | Sep 30, 26 | -69 | 0.03% |
| Hickory Point Bank & Trust | 2.27K | Sep 30, 26 | -- | 0.03% |
| MATHER GROUP, LLC. | 1.70K | Sep 30, 26 | +1.70K | 0.02% |
| Farther Finance Advisors, LLC | 229 | Sep 30, 26 | -19 | 0.00% |
| COURIER CAPITAL LLC | -- | Sep 30, 26 | -27.09K | -- |
| MORGAN STANLEY | 915.78K | Jun 30, 26 | -34.35K | 10.29% |
| LPL Financial LLC | 469.90K | Jun 30, 26 | -6.11K | 5.28% |
| WELLS FARGO & COMPANY/MN | 388.01K | Jun 30, 26 | -43.84K | 4.36% |
| LRI Investments, LLC | 386.41K | Jun 30, 26 | -133 | 4.34% |
| BANK OF AMERICA CORP /DE/ | 375.49K | Jun 30, 26 | -9.63K | 4.22% |
| Valmark Advisers, Inc. | 309.10K | Jun 30, 26 | -441 | 3.47% |
| UBS Group AG | 232.15K | Jun 30, 26 | +11.38K | 2.61% |
| FLOW TRADERS U.S. LLC | 117.26K | Jun 30, 26 | +21.92K | 1.32% |
| ENVESTNET ASSET MANAGEMENT INC | 111.99K | Jun 30, 26 | +273 | 1.26% |
| MOLLER FINANCIAL SERVICES | 97.74K | Jun 30, 26 | -559 | 1.10% |
| AMERIPRISE FINANCIAL INC | 91.85K | Jun 30, 26 | +3.00K | 1.03% |
| RAYMOND JAMES FINANCIAL INC | 89.20K | Jun 30, 26 | +113 | 1.00% |
| Kestra Advisory Services, LLC | 82.12K | Jun 30, 26 | -25.53K | 0.92% |
| NewSquare Capital LLC | 79.21K | Jun 30, 26 | +2.84K | 0.89% |
| MML INVESTORS SERVICES, LLC | 74.14K | Jun 30, 26 | +10.34K | 0.83% |
| Cetera Investment Advisers | 69.78K | Jun 30, 26 | -14.48K | 0.78% |
| JFS WEALTH ADVISORS, LLC | 63.20K | Jun 30, 26 | -2.69K | 0.71% |
| Key FInancial Inc | 62.73K | Jun 30, 26 | -1.08K | 0.70% |
| Merit Financial Group, LLC | 59.91K | Jun 30, 26 | +2.97K | 0.67% |
| Smallwood Wealth Investment Management, LLC | 59.02K | Jun 30, 26 | +1.41K | 0.66% |
| CIBC WORLD MARKET INC. | 58.71K | Jun 30, 26 | +5.05K | 0.66% |
| MISSION WEALTH MANAGEMENT, LP | 57.15K | Jun 30, 26 | +83 | 0.64% |
| HBK Sorce Advisory LLC | 52.75K | Jun 30, 26 | -- | 0.59% |
| Falcon Wealth Planning | 40.55K | Jun 30, 26 | +28.90K | 0.46% |
| SEI INVESTMENTS CO | 40.09K | Jun 30, 26 | -1.23K | 0.45% |
| TOBIAS FINANCIAL ADVISORS, INC. | 38.08K | Jun 30, 26 | -1.06K | 0.43% |
| Envision Financial LLC | 35.34K | Jun 30, 26 | -4.77K | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 32.88K | Jun 30, 26 | +1.16K | 0.37% |
| Janney Montgomery Scott LLC | 31.15K | Jun 30, 26 | +799 | 0.35% |
| Geneos Wealth Management Inc. | 27.97K | Jun 30, 26 | +1.44K | 0.31% |
| Creative Planning | 27.46K | Jun 30, 26 | +2 | 0.31% |
| COURIER CAPITAL LLC | 27.09K | Jun 30, 26 | +231 | 0.30% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 26.61K | Jun 30, 26 | -1.34K | 0.30% |
| TopTier Wealth Management, LLC | 26.59K | Jun 30, 26 | -5.64K | 0.30% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 24.73K | Jun 30, 26 | +473 | 0.28% |
| PLIMOTH TRUST CO LLC | 24.57K | Jun 30, 26 | -455 | 0.28% |
| Stratos Wealth Advisors, LLC | 21.04K | Jun 30, 26 | -3.38K | 0.24% |
| JANE STREET GROUP, LLC | 19.74K | Jun 30, 26 | +1.85K | 0.22% |
| ROYAL BANK OF CANADA | 17.93K | Jun 30, 26 | +757 | 0.20% |
| Colony Group, LLC | 16.93K | Jun 30, 26 | -898 | 0.19% |
| Frazier Financial Advisors, LLC | 16.75K | Jun 30, 26 | -86 | 0.19% |
| Pinnacle Wealth Planning Services, Inc. | 15.79K | Jun 30, 26 | -1.49K | 0.18% |
| Kondo Wealth Advisors, Inc. | 15.41K | Jun 30, 26 | -243 | 0.17% |
| ProVise Management Group, LLC | 14.69K | Jun 30, 26 | -- | 0.17% |
| HighTower Advisors, LLC | 14.09K | Jun 30, 26 | +1.20K | 0.16% |
| OneAscent Financial Services LLC | 13.94K | Jun 30, 26 | +139 | 0.16% |
| Octavia Wealth Advisors, LLC | 13.62K | Jun 30, 26 | -196 | 0.15% |
| DAVENPORT & Co LLC | 13.31K | Jun 30, 26 | -731 | 0.15% |
| CITADEL ADVISORS LLC | 12.77K | Jun 30, 26 | +12.77K | 0.14% |
| Intrua Financial, LLC | 12.77K | Jun 30, 26 | +135 | 0.14% |
| Thrive Capital Management, LLC | 12.35K | Jun 30, 26 | +56 | 0.14% |
| FIFTH THIRD BANCORP | 11.95K | Jun 30, 26 | -54 | 0.13% |
| JPMORGAN CHASE & CO | 11.93K | Jun 30, 26 | -22 | 0.13% |
| Modera Wealth Management, LLC | 11.88K | Jun 30, 26 | -- | 0.13% |
| STIFEL FINANCIAL CORP | 11.87K | Jun 30, 26 | +29 | 0.13% |
| MCF Advisors LLC | 11.12K | Jun 30, 26 | +11.12K | 0.12% |
| Brightwater Advisory LLC | 10.81K | Jun 30, 26 | -469 | 0.12% |
| Robertson Stephens Wealth Management, LLC | 10.52K | Jun 30, 26 | -1.26K | 0.12% |
| Steward Partners Investment Advisory, LLC | 9.40K | Jun 30, 26 | -- | 0.11% |
| Kingsview Wealth Management, LLC | 9.23K | Jun 30, 26 | +1 | 0.10% |
| OARSMAN CAPITAL, INC. | 8.89K | Jun 30, 26 | -600 | 0.10% |
| Beacon Pointe Advisors, LLC | 8.80K | Jun 30, 26 | -- | 0.10% |
| JONES FINANCIAL COMPANIES LLLP | 8.68K | Jun 30, 26 | +963 | 0.10% |
| Rockefeller Capital Management L.P. | 8.51K | Jun 30, 26 | +24 | 0.10% |
| SRS Capital Advisors, Inc. | 7.08K | Jun 30, 26 | +4.02K | 0.08% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 7.07K | Jun 30, 26 | +136 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 7.02K | Jun 30, 26 | -7.80K | 0.08% |
| Allen Capital Group, LLC | 6.87K | Jun 30, 26 | -- | 0.08% |
| CAPE ANN SAVINGS BANK | 6.79K | Jun 30, 26 | -- | 0.08% |
| BEACON FINANCIAL GROUP | 6.68K | Jun 30, 26 | -993 | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 6.45K | Jun 30, 26 | -- | 0.07% |
| New World Advisors LLC | 6.35K | Jun 30, 26 | +1.05K | 0.07% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.03K | Jun 30, 26 | -2.84K | 0.07% |
| Private Advisor Group, LLC | 5.99K | Jun 30, 26 | +153 | 0.07% |
| Pinnacle Financial Group, LLC / IL | 5.98K | Jun 30, 26 | +8 | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.80K | Jun 30, 26 | +5.80K | 0.07% |
| TRUST CO OF VIRGINIA /VA | 5.78K | Jun 30, 26 | -- | 0.06% |
| Waverly Advisors, LLC | 5.71K | Jun 30, 26 | -- | 0.06% |
| NewEdge Advisors, LLC | 5.64K | Jun 30, 26 | +70 | 0.06% |
| HOWARD WEALTH MANAGEMENT, LLC | 5.62K | Jun 30, 26 | -- | 0.06% |
| Global Retirement Partners, LLC | 5.36K | Jun 30, 26 | +5.36K | 0.06% |
| Arlington Financial Advisors, LLC | 4.59K | Jun 30, 26 | -300 | 0.05% |
| McNamara Financial Services, Inc. | 4.50K | Jun 30, 26 | -46 | 0.05% |
| Rockbridge Investment Management, LCC | 4.42K | Jun 30, 26 | -146 | 0.05% |
| JTC Employer Solutions Trustee Ltd | 4.23K | Jun 30, 26 | -- | 0.05% |
| VALLEY NATIONAL ADVISERS INC | 4.01K | Jun 30, 26 | -- | 0.05% |
| REGIMEN WEALTH, LLC | 4.00K | Jun 30, 26 | +58 | 0.04% |
| CAHILL FINANCIAL ADVISORS INC | 3.94K | Jun 30, 26 | +54 | 0.04% |
| Sanctuary Advisors, LLC | 3.88K | Jun 30, 26 | +5 | 0.04% |
| CULBERTSON A N & CO INC | 3.69K | Jun 30, 26 | -- | 0.04% |
| ROTHSCHILD INVESTMENT LLC | 3.49K | Jun 30, 26 | +3.46K | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.26K | Jun 30, 26 | +15 | 0.04% |
| Pathstone Holdings, LLC | 3.23K | Jun 30, 26 | -- | 0.04% |
| Vise Technologies, Inc. | 3.21K | Jun 30, 26 | +3.21K | 0.04% |
| FMR LLC | 2.97K | Jun 30, 26 | +789 | 0.03% |
| CITIGROUP INC | 2.93K | Jun 30, 26 | -71 | 0.03% |
| BLAIR WILLIAM & CO/IL | 2.11K | Jun 30, 26 | +24 | 0.02% |
| Viewpoint Capital Management LLC | 2.10K | Jun 30, 26 | -2.00K | 0.02% |
| Independence Bank of Kentucky | 2.08K | Jun 30, 26 | -335 | 0.02% |
| HUNTINGTON NATIONAL BANK | 1.81K | Jun 30, 26 | +12 | 0.02% |
| IMA Wealth, Inc. | 1.72K | Jun 30, 26 | +1.72K | 0.02% |
| Aptus Capital Advisors, LLC | 1.65K | Jun 30, 26 | -- | 0.02% |
| Founders Financial Alliance, LLC | 1.52K | Jun 30, 26 | +14 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.50K | Jun 30, 26 | +1.50K | 0.02% |
| Integrated Wealth Concepts LLC | 1.41K | Jun 30, 26 | +1.41K | 0.02% |
| Institute for Wealth Management, LLC. | 1.35K | Jun 30, 26 | +1.35K | 0.02% |
| Allworth Financial LP | 1.23K | Jun 30, 26 | +400 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.16K | Jun 30, 26 | -112 | 0.01% |
| WPG Advisers, LLC | 1.09K | Jun 30, 26 | -- | 0.01% |
| Ancora Advisors, LLC | 1.00K | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 877 | Jun 30, 26 | -- | 0.01% |
| Three Bearings Fiduciary Advisors, Inc. | 855 | Jun 30, 26 | -51 | 0.01% |
| Westside Investment Management, Inc. | 816 | Jun 30, 26 | -- | 0.01% |
| IFG Advisory, LLC | 774 | Jun 30, 26 | +774 | 0.01% |
| Creative Capital Management Investments LLC | 539 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 512 | Jun 30, 26 | -1.04K | 0.01% |
| NBC SECURITIES, INC. | 490 | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 338 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 325 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 215 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 191 | Jun 30, 26 | +191 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 154 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 132 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 128 | Jun 30, 26 | +128 | 0.00% |
| Abound Wealth Management | 113 | Jun 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 73 | Jun 30, 26 | +73 | 0.00% |
| TD Waterhouse Canada Inc. | 50 | Jun 30, 26 | +50 | 0.00% |
| SHP Wealth Management | 30 | Jun 30, 26 | -- | 0.00% |
| LOWE BROCKENBROUGH & CO INC | 1 | Jun 30, 26 | -- | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -1.74K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -116 | -- |
| Phillip James Consulting Co. | -- | Jun 30, 26 | -37.27K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -950 | -- |
| WELLINGTON-ALTUS USA INC. | -- | Jun 30, 26 | -1.43K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -17.44K | -- |
| American Trust | -- | Jun 30, 26 | -3.17K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -322 | -- |
| Medallion Wealth Advisors, LLC | -- | Jun 30, 26 | -61 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -510 | -- |
| CWM, LLC | 4.43K | Mar 31, 26 | +5 | 0.05% |
| COMERICA BANK | 12.53K | Dec 31, 25 | -10.41K | 0.14% |
| Litman Gregory Wealth Management LLC | 7.00K | Dec 31, 25 | -- | 0.08% |
| Lowe Wealth Advisors, LLC | 320 | Sep 30, 25 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 78.51K | Sep 30, 24 | -2.00K | 0.88% |
| RAYMOND JAMES & ASSOCIATES | 29.70K | Sep 30, 24 | +117 | 0.33% |
| GYL FINANCIAL SYNERGIES, LLC | 4.70K | Sep 30, 24 | +140 | 0.05% |
| Greylin Investment Management, Inc | 4.32K | Jun 30, 24 | -- | 0.05% |
| ICA Group Wealth Management, LLC | 211 | Jun 30, 24 | -1.35K | 0.00% |
| Cetera Advisor Networks LLC | 9.28K | Mar 31, 24 | +135 | 0.10% |
| Cetera Advisors LLC | 8.36K | Mar 31, 24 | +8.36K | 0.09% |
| Benedetti & Gucer, Inc. | 4.75K | Mar 31, 24 | -292 | 0.05% |
| DB Wealth Management Group, LLC | 92.03K | Dec 31, 23 | +270 | 1.03% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 6.33K | Sep 30, 23 | -66 | 0.07% |
| Parsec Financial Management, Inc. | 6.86K | Mar 31, 23 | -- | 0.08% |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -30.15K | -- |
| Cribstone Capital Management, LLC | 134 | Dec 31, 22 | -- | 0.00% |
| 55I, LLC | 31.36K | Sep 30, 22 | +10.71K | 0.35% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 18.69K | Sep 30, 22 | +18.69K | 0.21% |
| American Portfolios Advisors | 217 | Sep 30, 22 | -- | 0.00% |
| KARLINSKI ANDREW C | -- | Sep 30, 22 | -187 | -- |
| CADENCE BANK NA | -- | Sep 30, 22 | -4.53K | -- |
| B. Riley Wealth Management, Inc. | 47.76K | Jun 30, 22 | +6.73K | 0.54% |
| HYA Advisors, Inc | 5.23K | Jun 30, 22 | -549 | 0.06% |
| Lenox Wealth Advisors, LLC | 444 | Mar 31, 22 | -- | 0.00% |
| Dixon Hughes Goodman Wealth Advisors LLC | -- | Mar 31, 22 | -8 | -- |
| FormulaFolio Investments, LLC | 1.28K | Jun 30, 21 | +16 | 0.01% |
| Reby Advisors, LLC | 1.43K | Dec 31, 20 | +1.43K | 0.02% |
| Winslow, Evans & Crocker, Inc. | 1.35K | Dec 31, 20 | +950 | 0.02% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 790 | Mar 31, 20 | -- | 0.01% |
| Advisor Group, Inc. | 67.08K | Dec 31, 19 | +11.65K | 0.75% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 52.42K | Dec 31, 19 | -821 | 0.59% |
| TMD & ASSOCIATES, INC | 48.65K | Jun 30, 19 | +1.11K | 0.55% |
| CHEMICAL BANK | 8.27K | Jun 30, 19 | -- | 0.09% |
| Yellowstone Partners, LLC | 7.61K | Dec 31, 17 | -3.45K | 0.09% |
| WealthShield, LLC | 45 | Dec 31, 17 | +45 | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -12.14K | -- |
| RAY GERALD L & ASSOCIATES LTD | 12.42K | Sep 30, 17 | -200 | 0.14% |
| Commonwealth Equity Services, Inc | 12.52K | Jun 30, 17 | +2.56K | 0.14% |
| WFG Advisors, LP | 1.69K | Jun 30, 17 | -- | 0.02% |
| MSI Financial Services Inc | 2.19K | Dec 31, 16 | +921 | 0.02% |
| Investors Capital Advisory Services | 31.10K | Jun 30, 16 | +5.42K | 0.35% |
| MANAGED ACCOUNT ADVISORS LLC | 5.78K | Jun 30, 15 | +961 | 0.06% |
| Mariner Wealth Advisors-NYC, LLC | 2.77K | Mar 31, 15 | +2.77K | 0.03% |
| Placemark Investments, Inc. | 87.25K | Dec 31, 14 | +3.33K | 0.98% |
| NEW ENGLAND SECURITIES CORP /MA/ | 386 | Dec 31, 14 | -123 | 0.00% |
| UBS AG | 122.16K | Sep 30, 14 | +219 | 1.37% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -3.72K | -- |
| TOWER TRUST Co | 16.52K | Mar 31, 14 | -1.91K | 0.19% |
| Jane Street Holding, LLC | 46.73K | Dec 31, 13 | -15.19K | 0.53% |
| Compass Efficient Model Portfolios, LLC | 713 | Dec 31, 13 | -1.53K | 0.01% |
| STIFEL NICOLAUS & CO INC \MO\ | 8.44K | Sep 30, 13 | +102 | 0.09% |
| First Allied Securities, Inc. | 3.45K | Jun 30, 12 | -- | 0.04% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data