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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 |
|---|---|---|---|---|
| Brinker Capital Investments, LLC | 2.95M | Jun 30, 26 | +401.39K | 39.76% |
| ADVISOR GROUP HOLDINGS, INC. | 1.15M | Jun 30, 26 | +79.34K | 15.44% |
| ENVESTNET ASSET MANAGEMENT INC | 186.33K | Jun 30, 26 | +62.23K | 2.51% |
| Cambridge Investment Research Advisors, Inc. | 149.37K | Jun 30, 26 | +37.71K | 2.01% |
| POTOMAC FUND MANAGEMENT INC /ADV | 82.45K | Jun 30, 26 | +3.69K | 1.11% |
| 3EDGE Asset Management, LP | 80.52K | Jun 30, 26 | +4.84K | 1.08% |
| Strategic Blueprint, LLC | 67.87K | Jun 30, 26 | +2.99K | 0.91% |
| AMG Asset Management Group, Inc. | 50.34K | Jun 30, 26 | +537 | 0.68% |
| Silver Grove Financial Group, Inc. | 45.93K | Jun 30, 26 | +3.39K | 0.62% |
| LPL Financial LLC | 37.49K | Jun 30, 26 | +2.12K | 0.50% |
| Diversify Advisory Services, LLC | 35.86K | Jun 30, 26 | +35.86K | 0.48% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 35.86K | Jun 30, 26 | -3.96K | 0.48% |
| Ashton Thomas Private Wealth, LLC | 17.24K | Jun 30, 26 | +6.22K | 0.23% |
| JANE STREET GROUP, LLC | 16.57K | Jun 30, 26 | +16.57K | 0.22% |
| GTS SECURITIES LLC | 14.86K | Jun 30, 26 | +14.86K | 0.20% |
| Ausdal Financial Partners, Inc. | 13.76K | Jun 30, 26 | +1.75K | 0.19% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.59K | Jun 30, 26 | +9.59K | 0.13% |
| CITADEL ADVISORS LLC | 7.47K | Jun 30, 26 | +7.47K | 0.10% |
| Basepoint Wealth LLC | 3.90K | Jun 30, 26 | -- | 0.05% |
| HARBOUR INVESTMENTS, INC. | 2.75K | Jun 30, 26 | +2.75K | 0.04% |
| UBS Group AG | 1.72K | Jun 30, 26 | +1.39K | 0.02% |
| Mowery & Schoenfeld Wealth Management, LLC | 1.31K | Jun 30, 26 | -- | 0.02% |
| Federation des caisses Desjardins du Quebec | 500 | Jun 30, 26 | -- | 0.01% |
| TSFG, LLC | 485 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 203 | Jun 30, 26 | +130 | 0.00% |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -29.84K | -- |
| Sanctuary Advisors, LLC | -- | Jun 30, 26 | -6.12K | -- |
| PACIFIC FINANCIAL GROUP INC | -- | Jun 30, 26 | -11.32K | -- |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | -- | Jun 30, 26 | -9.76K | -- |
| Sowell Financial Services LLC | -- | Jun 30, 26 | -6.79K | -- |
| Atria Investments, Inc | -- | Jun 30, 26 | -6.79K | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -76.17K | -- |
| Orion Portfolio Solutions, LLC | 1.66M | Mar 31, 25 | +1.66M | 22.38% |
