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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 |
|---|---|---|---|---|
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 21.80K | Sep 30, 26 | -499 | 0.41% |
| Noble Wealth Management PBC | 400 | Sep 30, 26 | -- | 0.01% |
| MML INVESTORS SERVICES, LLC | 247.10K | Jun 30, 26 | +27.79K | 4.65% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 192.77K | Jun 30, 26 | -231 | 3.63% |
| STATE OF WISCONSIN INVESTMENT BOARD | 179.35K | Jun 30, 26 | +1.24K | 3.38% |
| MORGAN STANLEY | 172.19K | Jun 30, 26 | -196 | 3.24% |
| Checchi Capital Advisers, LLC | 162.69K | Jun 30, 26 | +1.14K | 3.06% |
| BANK OF AMERICA CORP /DE/ | 144.03K | Jun 30, 26 | -61.52K | 2.71% |
| Savant Capital, LLC | 120.21K | Jun 30, 26 | +902 | 2.26% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 119.05K | Jun 30, 26 | -- | 2.24% |
| HARBOR ADVISORY CORP /MA/ | 116.28K | Jun 30, 26 | +2.72K | 2.19% |
| OLD MISSION CAPITAL LLC | 112.42K | Jun 30, 26 | +70.77K | 2.12% |
| WELLS FARGO & COMPANY/MN | 111.69K | Jun 30, 26 | +6.42K | 2.10% |
| LPL Financial LLC | 105.23K | Jun 30, 26 | +975 | 1.98% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 100.79K | Jun 30, 26 | +66.49K | 1.90% |
| RAYMOND JAMES FINANCIAL INC | 90.01K | Jun 30, 26 | +11.34K | 1.69% |
| Johnson Financial Group, LLC | 81.11K | Jun 30, 26 | -3.67K | 1.53% |
| Omega Financial Group, LLC | 76.93K | Jun 30, 26 | -377 | 1.45% |
| Texas Yale Capital Corp. | 67.01K | Jun 30, 26 | +1.24K | 1.26% |
| Pathway Financial Advisors LLC | 56.45K | Jun 30, 26 | +689 | 1.06% |
| ENVESTNET ASSET MANAGEMENT INC | 53.84K | Jun 30, 26 | -1.64K | 1.01% |
| Sowell Financial Services LLC | 48.94K | Jun 30, 26 | +324 | 0.92% |
| UBS Group AG | 47.15K | Jun 30, 26 | +5.24K | 0.89% |
| JANE STREET GROUP, LLC | 42.72K | Jun 30, 26 | +37.63K | 0.80% |
| Creative Planning | 40.39K | Jun 30, 26 | -1.05K | 0.76% |
| BlackRock, Inc. | 39.81K | Jun 30, 26 | +3.07K | 0.75% |
| Cetera Investment Advisers | 32.40K | Jun 30, 26 | +710 | 0.61% |
| Clear Harbor Asset Management, LLC | 29.68K | Jun 30, 26 | +3.79K | 0.56% |
| Cypress Point Wealth Management, LLC | 26.70K | Jun 30, 26 | -3.21K | 0.50% |
| VICTORY CAPITAL MANAGEMENT INC | 26.65K | Jun 30, 26 | +1.43K | 0.50% |
| Pure Financial Advisors, LLC | 25.20K | Jun 30, 26 | -20 | 0.47% |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 22.30K | Jun 30, 26 | -39.78K | 0.42% |
| Summit Financial, LLC | 21.03K | Jun 30, 26 | -1.86K | 0.40% |
| Resources Investment Advisors, LLC. | 20.93K | Jun 30, 26 | -1.30K | 0.39% |
| Williams & Novak, LLC | 20.04K | Jun 30, 26 | -229 | 0.38% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17.64K | Jun 30, 26 | -134 | 0.33% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.02K | Jun 30, 26 | +17.02K | 0.32% |
| REBALANCE, LLC | 15.80K | Jun 30, 26 | -862 | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 15.56K | Jun 30, 26 | +10.09K | 0.29% |
| Greenspring Advisors, LLC | 15.44K | Jun 30, 26 | -262 | 0.29% |
| NorthLanding Financial Partners, LLC | 15.32K | Jun 30, 26 | +842 | 0.29% |
| Integrated Wealth Concepts LLC | 14.83K | Jun 30, 26 | +785 | 0.28% |
| SAX WEALTH ADVISORS, LLC | 14.01K | Jun 30, 26 | -3.77K | 0.26% |
| Perigon Wealth Management, LLC | 11.26K | Jun 30, 26 | +37 | 0.21% |
| Powerhouse Assets LLC | 11.03K | Jun 30, 26 | +301 | 0.21% |
| Pathstone Holdings, LLC | 10.52K | Jun 30, 26 | +10.52K | 0.20% |
| Trust Co of the South | 10.39K | Jun 30, 26 | -- | 0.20% |
| MERCER GLOBAL ADVISORS INC /ADV | 10.18K | Jun 30, 26 | +337 | 0.19% |
| Advisory Services Network, LLC | 9.94K | Jun 30, 26 | +590 | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.68K | Jun 30, 26 | -53 | 0.18% |
| Glass Jacobson Investment Advisors llc | 9.49K | Jun 30, 26 | +337 | 0.18% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9.47K | Jun 30, 26 | -- | 0.18% |
| Falcon Wealth Planning | 9.42K | Jun 30, 26 | -127 | 0.18% |
| Janney Montgomery Scott LLC | 9.11K | Jun 30, 26 | +65 | 0.17% |
| SIMON QUICK ADVISORS, LLC | 9.11K | Jun 30, 26 | +23 | 0.17% |
| JONES FINANCIAL COMPANIES LLLP | 9.01K | Jun 30, 26 | +75 | 0.17% |
| NOTTINGHAM ADVISORS, INC. | 8.30K | Jun 30, 26 | -- | 0.16% |
| MB Generational Wealth, LLC | 7.64K | Jun 30, 26 | -- | 0.14% |
| AMERIPRISE FINANCIAL INC | 7.53K | Jun 30, 26 | -62 | 0.14% |
| BIP Wealth, LLC | 7.16K | Jun 30, 26 | -10 | 0.13% |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | 7.14K | Jun 30, 26 | -190 | 0.13% |
| Nuveen, LLC | 6.80K | Jun 30, 26 | +6.80K | 0.13% |
| Index Fund Advisors, Inc. | 6.57K | Jun 30, 26 | -115 | 0.12% |
| CITADEL ADVISORS LLC | 6.43K | Jun 30, 26 | -27.48K | 0.12% |
| Samalin Investment Counsel, LLC | 6.22K | Jun 30, 26 | -130 | 0.12% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 6.05K | Jun 30, 26 | -1.18K | 0.11% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 5.93K | Jun 30, 26 | -253 | 0.11% |
| ROYAL BANK OF CANADA | 5.92K | Jun 30, 26 | +647 | 0.11% |
| Cascade Financial Partners, LLC | 5.81K | Jun 30, 26 | -- | 0.11% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 5.37K | Jun 30, 26 | -- | 0.10% |
| CI Private Wealth, LLC | 4.92K | Jun 30, 26 | -2.69K | 0.09% |
| Sigma Planning Corp | 4.76K | Jun 30, 26 | +18 | 0.09% |
| Colony Group, LLC | 4.49K | Jun 30, 26 | -60 | 0.08% |
| Quantinno Capital Management LP | 4.43K | Jun 30, 26 | +4.43K | 0.08% |
| Private Advisor Group, LLC | 4.21K | Jun 30, 26 | -51 | 0.08% |
| STIFEL FINANCIAL CORP | 4.07K | Jun 30, 26 | +831 | 0.08% |
| JPMORGAN CHASE & CO | 4.01K | Jun 30, 26 | +8 | 0.08% |
| M&T BANK CORP | 3.94K | Jun 30, 26 | +3.94K | 0.07% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.62K | Jun 30, 26 | -- | 0.07% |
| Harbour Capital Advisors, LLC | 3.53K | Jun 30, 26 | +420 | 0.07% |
| Kohmann Bosshard Financial Services, LLC | 3.50K | Jun 30, 26 | -- | 0.07% |
| Virtue Capital Management, LLC | 3.39K | Jun 30, 26 | -699 | 0.06% |
| Valued Retirements, Inc. | 3.19K | Jun 30, 26 | -2.11K | 0.06% |
| Freestone Capital Holdings, LLC | 2.95K | Jun 30, 26 | +2.95K | 0.06% |
| AlphaCore Capital LLC | 2.79K | Jun 30, 26 | -465 | 0.05% |
| Global Retirement Partners, LLC | 2.04K | Jun 30, 26 | +2.04K | 0.04% |
| NewEdge Advisors, LLC | 2.00K | Jun 30, 26 | -- | 0.04% |
| Farther Finance Advisors, LLC | 1.72K | Jun 30, 26 | -7.66K | 0.03% |
| MARYLAND CAPITAL ADVISORS INC. | 1.37K | Jun 30, 26 | +1.37K | 0.03% |
| SBI Securities Co., Ltd. | 1.25K | Jun 30, 26 | -36 | 0.02% |
| FMR LLC | 1.24K | Jun 30, 26 | +93 | 0.02% |
| Strategic Wealth Partners, Ltd. | 1.13K | Jun 30, 26 | +2 | 0.02% |
| MASECO LLP | 1.11K | Jun 30, 26 | -- | 0.02% |
| Bogart Wealth, LLC | 1.05K | Jun 30, 26 | -- | 0.02% |
| US BANCORP \DE\ | 859 | Jun 30, 26 | +859 | 0.02% |
| Triumph Capital Management | 741 | Jun 30, 26 | -45 | 0.01% |
| AdvisorNet Financial, Inc | 574 | Jun 30, 26 | +4 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 477 | Jun 30, 26 | +2 | 0.01% |
| Hilton Head Capital Partners, LLC | 340 | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 324 | Jun 30, 26 | -- | 0.01% |
| MB, LEVIS & ASSOCIATES, LLC | 304 | Jun 30, 26 | +2 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 244 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 227 | Jun 30, 26 | +79 | 0.00% |
| BANK OF MONTREAL /CAN/ | 210 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 185 | Jun 30, 26 | -- | 0.00% |
| Advocate Investing Services LLC | 145 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 110 | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 110 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 66 | Jun 30, 26 | +66 | 0.00% |
| Princeton Global Asset Management LLC | 51 | Jun 30, 26 | -142 | 0.00% |
| Richardson Capital Management LLC | 42 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 40 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | -- | Jun 30, 26 | -50 | -- |
| CoreCap Advisors, LLC | -- | Jun 30, 26 | -57 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -456 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -2 | -- |
| Cerity Partners LLC | -- | Jun 30, 26 | -2.95K | -- |
| HighTower Advisors, LLC | -- | Jun 30, 26 | -3.42K | -- |
| Van Berkom & Associates Inc. | -- | Jun 30, 26 | -700 | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -468 | -- |
| BASSO CAPITAL MANAGEMENT, L.P. | -- | Jun 30, 26 | -105 | -- |
| Connor, Clark & Lunn Investment Management Ltd. | -- | Jun 30, 26 | -1.01M | -- |
| Mill Creek Capital Advisors, LLC | 10.52K | Mar 31, 26 | -- | 0.20% |
| Skopos Labs, Inc. | 3.86K | Mar 31, 26 | +627 | 0.07% |
| JFG Wealth Management, LLC | 40.94K | Sep 30, 25 | -- | 0.77% |
| FULLCIRCLE WEALTH LLC | 12.10K | Sep 30, 25 | +3.18K | 0.23% |
| Kathleen S. Wright Associates Inc. | 3 | Sep 30, 25 | -- | 0.00% |
| Parkworth Wealth Management, Inc. | 454 | Jun 30, 25 | +3 | 0.01% |
| Corrigan Financial, Inc. | 126.73K | Mar 31, 25 | -235 | 2.39% |
| Merriman Wealth Management, LLC | 9.62K | Dec 31, 24 | -- | 0.18% |
| AlphaMark Advisors, LLC | 408 | Dec 31, 24 | -- | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 46.96K | Sep 30, 24 | -15.52K | 0.88% |
| GUARDIAN CAPITAL ADVISORS LP | 7.05K | Sep 30, 24 | -- | 0.13% |
| BlackRock Inc. | 9.99K | Jun 30, 24 | -141.09K | 0.19% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 4.37K | Jun 30, 24 | -- | 0.08% |
| Cetera Advisors LLC | 4.09K | Mar 31, 24 | +4.09K | 0.08% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 6.64K | Sep 30, 23 | -- | 0.12% |
| BDO Wealth Advisors, LLC | 450 | Jun 30, 23 | -- | 0.01% |
| Hightower 6M Holding, LLC | 57.69K | Sep 30, 22 | +1.23K | 1.09% |
| Strategic Asset Management, LLC | 851 | Sep 30, 22 | -- | 0.02% |
| EATON VANCE MANAGEMENT | -- | Sep 30, 22 | -4.16K | -- |
| Fieldpoint Private Securities, LLC | -- | Jun 30, 22 | -6 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20.89K | Mar 31, 22 | -494 | 0.39% |
| KINGS POINT CAPITAL MANAGEMENT | -- | Mar 31, 22 | -175 | -- |
| 6 Meridian | 58.94K | Dec 31, 21 | -594 | 1.11% |
| NEXT Financial Group, Inc | 118 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -106 | -- |
| Cardan Capital Partners, LLC | -- | Sep 30, 21 | -56.11K | -- |
| FIRST INTERSTATE BANCSYSTEM INC | 4.57K | Mar 31, 21 | +4.57K | 0.09% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 14.41K | Dec 31, 19 | -3.21K | 0.27% |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 9.59K | Dec 31, 19 | -- | 0.18% |
| Advisor Group, Inc. | 385 | Dec 31, 19 | -847 | 0.01% |
| SUNTRUST BANKS INC | 17.56K | Sep 30, 19 | +4.20K | 0.33% |
| RAND WEALTH, LLC | 4.81K | Sep 30, 18 | +4.81K | 0.09% |
| RONALD BLUE & CO LLC | 25.23K | Jun 30, 17 | -46 | 0.47% |
| Virtu KCG Holdings LLC | 16.69K | Jun 30, 17 | +12.32K | 0.31% |
| SOCIETE GENERALE | 14.32K | Jun 30, 16 | +14.32K | 0.27% |
| Fusion Investment Group, LLC | -- | Dec 31, 15 | -698 | -- |
| J.P. Turner & Co Capital Mnagement, LLC | 30.56K | Sep 30, 15 | +30.56K | 0.58% |
| UBS AG | 7.62K | Sep 30, 14 | -128 | 0.14% |
| MUNDER CAPITAL MANAGEMENT | -- | Sep 30, 14 | -475 | -- |
| Long Wharf Investors, Inc. | 39.14K | Jun 30, 14 | -690 | 0.74% |
| Jane Street Holding, LLC | 5.46K | Dec 31, 13 | -85.11K | 0.10% |
| KNIGHT CAPITAL GROUP LLC | 28.67K | Jun 30, 13 | +28.67K | 0.54% |