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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Ronald Blue Trust, Inc. | -- | Sep 30, 26 | -238 | -- |
| MORGAN STANLEY | 1.66M | Jun 30, 26 | +1.19M | 13.36% |
| Invesco Ltd. | 1.49M | Jun 30, 26 | +104.00K | 12.02% |
| LPL Financial LLC | 814.16K | Jun 30, 26 | +105.84K | 6.56% |
| RAYMOND JAMES FINANCIAL INC | 663.33K | Jun 30, 26 | +171.53K | 5.35% |
| JONES FINANCIAL COMPANIES LLLP | 313.05K | Jun 30, 26 | +55.91K | 2.52% |
| UBS Group AG | 191.66K | Jun 30, 26 | +43.91K | 1.54% |
| Steward Partners Investment Advisory, LLC | 188.18K | Jun 30, 26 | +21.85K | 1.52% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 159.66K | Jun 30, 26 | +1.75K | 1.29% |
| Brookstone Capital Management | 157.77K | Jun 30, 26 | +157.77K | 1.27% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 132.13K | Jun 30, 26 | -98.68K | 1.06% |
| MML INVESTORS SERVICES, LLC | 126.09K | Jun 30, 26 | +24.70K | 1.02% |
| ENVESTNET ASSET MANAGEMENT INC | 120.11K | Jun 30, 26 | +18.02K | 0.97% |
| Private Advisor Group, LLC | 97.99K | Jun 30, 26 | -263.07K | 0.79% |
| Chicago Partners Investment Group LLC | 95.13K | Jun 30, 26 | -250 | 0.77% |
| NewEdge Advisors, LLC | 94.72K | Jun 30, 26 | +27.12K | 0.76% |
| Cetera Investment Advisers | 92.46K | Jun 30, 26 | -60.33K | 0.75% |
| Lifestyle Asset Management, Inc. | 91.30K | Jun 30, 26 | +10.64K | 0.74% |
| SageGuard Financial Group, LLC | 85.33K | Jun 30, 26 | +17.01K | 0.69% |
| JANE STREET GROUP, LLC | 84.07K | Jun 30, 26 | +16.27K | 0.68% |
| WELLS FARGO & COMPANY/MN | 77.64K | Jun 30, 26 | +77.64K | 0.63% |
| MJP ASSOCIATES INC /ADV | 67.96K | Jun 30, 26 | +8.46K | 0.55% |
| Advisor OS, LLC | 67.96K | Jun 30, 26 | +8.46K | 0.55% |
| STIFEL FINANCIAL CORP | 62.54K | Jun 30, 26 | +18.45K | 0.50% |
| COMMONWEALTH EQUITY SERVICES, LLC | 59.29K | Jun 30, 26 | +11.99K | 0.48% |
| Prospera Financial Services Inc | 53.84K | Jun 30, 26 | +4.21K | 0.43% |
| ADVISOR GROUP HOLDINGS, INC. | 52.24K | Jun 30, 26 | +34.71K | 0.42% |
| ROYAL BANK OF CANADA | 46.05K | Jun 30, 26 | +23.98K | 0.37% |
| Marshall & Sterling Wealth Advisors Inc. | 45.94K | Jun 30, 26 | +7.46K | 0.37% |
| Wealth Intelligence, LLC | 45.19K | Jun 30, 26 | +1.73K | 0.36% |
| BROWN, LISLE/CUMMINGS, INC. | 38.76K | Jun 30, 26 | +5.76K | 0.31% |
| CITADEL ADVISORS LLC | 32.74K | Jun 30, 26 | +32.74K | 0.26% |
| BANK OF AMERICA CORP /DE/ | 31.75K | Jun 30, 26 | -4.50K | 0.26% |
| INSIGNEO ADVISORY SERVICES, LLC | 26.46K | Jun 30, 26 | +7.84K | 0.21% |
| Janney Montgomery Scott LLC | 22.69K | Jun 30, 26 | +7.18K | 0.18% |
| Joel Isaacson & Co., LLC | 19.09K | Jun 30, 26 | +2.29K | 0.15% |
| NATIXIS ADVISORS, L.P. | 18.74K | Jun 30, 26 | +18.74K | 0.15% |
| WCG Wealth Advisors LLC | 17.77K | Jun 30, 26 | +1.18K | 0.14% |
| Wealthcare Advisory Partners LLC | 17.77K | Jun 30, 26 | +752 | 0.14% |
| Western Wealth Management, LLC | 16.61K | Jun 30, 26 | -134 | 0.13% |
| TRUIST FINANCIAL CORP | 13.82K | Jun 30, 26 | +13.82K | 0.11% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11.68K | Jun 30, 26 | -1.22K | 0.09% |
| MADDEN SECURITIES Corp | 9.87K | Jun 30, 26 | -- | 0.08% |
| Apollon Wealth Management, LLC | 9.77K | Jun 30, 26 | +738 | 0.08% |
| VERUS CAPITAL PARTNERS, LLC | 8.06K | Jun 30, 26 | +725 | 0.06% |
| PRIVATE TRUST CO NA | 6.65K | Jun 30, 26 | -- | 0.05% |
| Summit Financial, LLC | 6.46K | Jun 30, 26 | +1.07K | 0.05% |
| QP WEALTH MANAGEMENT, LLC | 6.20K | Jun 30, 26 | +35 | 0.05% |
| Stratos Wealth Partners, LTD. | 5.92K | Jun 30, 26 | +1.42K | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.83K | Jun 30, 26 | -9.69K | 0.05% |
| Visionary Wealth Advisors | 5.12K | Jun 30, 26 | -5.29K | 0.04% |
| Adalta Capital Management LLC | 5.05K | Jun 30, 26 | -950 | 0.04% |
| FIFTH THIRD BANCORP | 5.02K | Jun 30, 26 | +4.62K | 0.04% |
| Madison Wealth Partners, Inc | 5.01K | Jun 30, 26 | +5.01K | 0.04% |
| Aurdan Capital Management, LLC | 4.99K | Jun 30, 26 | +4.99K | 0.04% |
| Equitable Holdings, Inc. | 4.76K | Jun 30, 26 | -50 | 0.04% |
| Integrated Wealth Concepts LLC | 4.43K | Jun 30, 26 | +4.43K | 0.04% |
| SHEETS SMITH WEALTH MANAGEMENT | 4.12K | Jun 30, 26 | +4.12K | 0.03% |
| Cerity Partners LLC | 4.00K | Jun 30, 26 | -- | 0.03% |
| Asset Allocation Strategies LLC | 3.84K | Jun 30, 26 | +3.84K | 0.03% |
| Wayfinding Financial, LLC | 3.77K | Jun 30, 26 | +3.77K | 0.03% |
| IAG Wealth Partners, LLC | 2.47K | Jun 30, 26 | -- | 0.02% |
| Murphy & Mullick Capital Management Corp | 1.20K | Jun 30, 26 | +400 | 0.01% |
| NBC SECURITIES, INC. | 1.15K | Jun 30, 26 | -- | 0.01% |
| BlackRock, Inc. | 412 | Jun 30, 26 | +412 | 0.00% |
| Ronald Blue Trust, Inc. | 238 | Jun 30, 26 | +238 | 0.00% |
| AE Wealth Management LLC | 185 | Jun 30, 26 | +185 | 0.00% |
| BANK OF MONTREAL /CAN/ | 82 | Jun 30, 26 | +1 | 0.00% |
| Oakworth Capital, Inc. | 77 | Jun 30, 26 | +77 | 0.00% |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -4.36K | -- |
| Phillip James Consulting Co. | -- | Jun 30, 26 | -39.93K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -370 | -- |
| Sunbelt Securities, Inc. | 973 | Mar 31, 26 | +6 | 0.01% |
| CWM, LLC | 134 | Mar 31, 26 | +1 | 0.00% |
| CIBC Private Wealth Group, LLC | 411 | Dec 31, 25 | +8 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 11.33K | Jun 30, 25 | +11.33K | 0.09% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
