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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 |
|---|---|---|---|---|
| Windmill Hill Asset Management Ltd | 1.10M | Jun 30, 26 | -- | 44.63% |
| Betterment LLC | 556.93K | Jun 30, 26 | -28.75K | 22.55% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 199.96K | Jun 30, 26 | +52.87K | 8.10% |
| Rockefeller Capital Management L.P. | 104.31K | Jun 30, 26 | -- | 4.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 73.19K | Jun 30, 26 | -10.58K | 2.96% |
| BANK OF AMERICA CORP /DE/ | 72.77K | Jun 30, 26 | +3.27K | 2.95% |
| BALDWIN BROTHERS LLC/MA | 60.87K | Jun 30, 26 | +3.28K | 2.46% |
| Miracle Mile Advisors, LLC | 41.67K | Jun 30, 26 | -159 | 1.69% |
| Cerity Partners LLC | 38.49K | Jun 30, 26 | -647 | 1.56% |
| FLOW TRADERS U.S. LLC | 36.22K | Jun 30, 26 | -57.53K | 1.47% |
| CITADEL ADVISORS LLC | 29.63K | Jun 30, 26 | -5.95K | 1.20% |
| LPL Financial LLC | 28.74K | Jun 30, 26 | +1.06K | 1.16% |
| TIFF ADVISORY SERVICES INC | 16.44K | Jun 30, 26 | +870 | 0.67% |
| Creative Planning | 16.35K | Jun 30, 26 | +3.48K | 0.66% |
| JANE STREET GROUP, LLC | 15.20K | Jun 30, 26 | -38.12K | 0.62% |
| BlackRock, Inc. | 13.91K | Jun 30, 26 | +4.00K | 0.56% |
| BAILARD, INC. | 12.89K | Jun 30, 26 | -- | 0.52% |
| Modera Wealth Management, LLC | 11.43K | Jun 30, 26 | -- | 0.46% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11.31K | Jun 30, 26 | +27 | 0.46% |
| SCS Capital Management LLC | 11.30K | Jun 30, 26 | +11.30K | 0.46% |
| MERCER GLOBAL ADVISORS INC /ADV | 11.11K | Jun 30, 26 | +5.43K | 0.45% |
| Tortoise Investment Management, LLC | 10.81K | Jun 30, 26 | -400 | 0.44% |
| PROFFITT & GOODSON INC | 10.08K | Jun 30, 26 | -183 | 0.41% |
| Mariner, LLC | 7.84K | Jun 30, 26 | -4.35K | 0.32% |
| HARBOUR INVESTMENTS, INC. | 7.81K | Jun 30, 26 | -138 | 0.32% |
| THRIVENT FINANCIAL FOR LUTHERANS | 7.61K | Jun 30, 26 | -530 | 0.31% |
| OLD MISSION CAPITAL LLC | 7.26K | Jun 30, 26 | +7.26K | 0.29% |
| BRADLEY FOSTER & SARGENT INC/CT | 6.55K | Jun 30, 26 | -- | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 6.48K | Jun 30, 26 | +6.48K | 0.26% |
| Boyd Wealth Management, LLC | 5.49K | Jun 30, 26 | +5.49K | 0.22% |
| Financial Engines Advisors L.L.C. | 5.25K | Jun 30, 26 | -485 | 0.21% |
| Sankala Group LLC | 5.19K | Jun 30, 26 | -511 | 0.21% |
| GGM Financials LLC | 5.04K | Jun 30, 26 | +5.04K | 0.20% |
| William Mack & Associates, Inc. | 4.93K | Jun 30, 26 | +247 | 0.20% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4.36K | Jun 30, 26 | +4.36K | 0.18% |
| Hobbs Group Advisors, LLC | 4.20K | Jun 30, 26 | +4.20K | 0.17% |
| GenTrust, LLC | 3.96K | Jun 30, 26 | +3.96K | 0.16% |
| Wealthfront Advisers LLC | 3.96K | Jun 30, 26 | +3.96K | 0.16% |
| SRS Capital Advisors, Inc. | 3.90K | Jun 30, 26 | +3.90K | 0.16% |
| AQR CAPITAL MANAGEMENT LLC | 3.90K | Jun 30, 26 | +3.90K | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 3.79K | Jun 30, 26 | +1.56K | 0.15% |
| Robinswood Financial LLC | 1.58K | Jun 30, 26 | +176 | 0.06% |
| First Bancorp, Inc /ME/ | 1.17K | Jun 30, 26 | +1.17K | 0.05% |
| N.E.W. Advisory Services LLC | 889 | Jun 30, 26 | -207 | 0.04% |
| UBS Group AG | 860 | Jun 30, 26 | +768 | 0.03% |
| MASECO LLP | 547 | Jun 30, 26 | -- | 0.02% |
| Brooklyn FI, LLC | 420 | Jun 30, 26 | +420 | 0.02% |
| AdvisorNet Financial, Inc | 318 | Jun 30, 26 | -2 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 282 | Jun 30, 26 | -- | 0.01% |
| EVERMAY WEALTH MANAGEMENT LLC | 275 | Jun 30, 26 | -- | 0.01% |
| NewEdge Advisors, LLC | 112 | Jun 30, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | 92 | Jun 30, 26 | -14 | 0.00% |
| FMR LLC | 40 | Jun 30, 26 | -43 | 0.00% |
| Dunhill Financial, LLC | 14 | Jun 30, 26 | -- | 0.00% |
| MORGAN STANLEY | 2 | Jun 30, 26 | -1 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | -- | Jun 30, 26 | -4 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -12 | -- |
| Urban Financial Advisory Corp | -- | Jun 30, 26 | -1 | -- |
| Bridgewater Advisors Inc. | -- | Jun 30, 26 | -4.11K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -1 | -- |
| GW&K Investment Management, LLC | -- | Jun 30, 26 | -117 | -- |
| McIlrath & Eck, LLC | 1.26K | Mar 31, 26 | -58 | 0.05% |
| CWM, LLC | 39 | Mar 31, 26 | +39 | 0.00% |
| rebel Financial LLC | -- | Mar 31, 26 | -9.95K | -- |
| FIRST NATIONAL CORP /MA/ /ADV | 4.89K | Sep 30, 25 | +4.89K | 0.20% |
| LAKE STREET ADVISORS GROUP, LLC | 35.62K | Dec 31, 24 | +4 | 1.44% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 10.95K | Sep 30, 23 | +318 | 0.44% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | -- | Sep 30, 22 | -10.28K | -- |
| BINGHAM OSBORN & SCARBOROUGH LLC | 11.28K | Sep 30, 21 | +85 | 0.46% |
| Brouwer & Janachowski, LLC | -- | Sep 30, 21 | -3.94K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 153 | Dec 31, 19 | +70 | 0.01% |
| Virtu KCG Holdings LLC | 10.48K | Jun 30, 17 | +10.48K | 0.42% |
