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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 |
|---|---|---|---|---|
| LPL Financial LLC | 1.62M | Jun 30, 26 | +157.30K | 14.77% |
| ENVESTNET ASSET MANAGEMENT INC | 875.43K | Jun 30, 26 | +112.20K | 8.00% |
| Envestnet Portfolio Solutions, Inc. | 785.29K | Jun 30, 26 | +112.98K | 7.18% |
| ASSETMARK, INC | 558.69K | Jun 30, 26 | +16.63K | 5.11% |
| Cerity Partners LLC | 399.03K | Jun 30, 26 | +37.22K | 3.65% |
| Aspire Private Capital, LLC | 236.63K | Jun 30, 26 | +8.99K | 2.16% |
| PARK AVENUE SECURITIES LLC | 157.44K | Jun 30, 26 | +8.51K | 1.44% |
| JANE STREET GROUP, LLC | 135.61K | Jun 30, 26 | +135.61K | 1.24% |
| NewEdge Advisors, LLC | 129.50K | Jun 30, 26 | +7.46K | 1.18% |
| Breakwater Investment Management | 121.72K | Jun 30, 26 | +49.95K | 1.11% |
| Cambridge Investment Research Advisors, Inc. | 121.63K | Jun 30, 26 | +2.07K | 1.11% |
| Raleigh Capital Management Inc. | 103.34K | Jun 30, 26 | +6.71K | 0.94% |
| Capital Investment Management, Inc. | 100.69K | Jun 30, 26 | +3.93K | 0.92% |
| LANDMARK WEALTH MANAGEMENT, INC. | 100.31K | Jun 30, 26 | +5.94K | 0.92% |
| Cetera Investment Advisers | 94.64K | Jun 30, 26 | +3.70K | 0.87% |
| Valtinson Bruner Financial Planning LLC | 91.68K | Jun 30, 26 | +12.68K | 0.84% |
| HighTower Advisors, LLC | 85.94K | Jun 30, 26 | +7.95K | 0.79% |
| KWB Wealth | 76.24K | Jun 30, 26 | +48.10K | 0.70% |
| Hibernia Wealth Partners, LLC | 66.76K | Jun 30, 26 | -51.26K | 0.61% |
| Signal Advisors Wealth, LLC | 62.18K | Jun 30, 26 | +7.06K | 0.57% |
| PRINCIPAL SECURITIES, INC. | 61.85K | Jun 30, 26 | +37.14K | 0.57% |
| Simplicity Wealth,LLC | 58.05K | Jun 30, 26 | +391 | 0.53% |
| HARBOUR INVESTMENTS, INC. | 53.92K | Jun 30, 26 | +7.57K | 0.49% |
| MML INVESTORS SERVICES, LLC | 53.10K | Jun 30, 26 | +16.90K | 0.49% |
| AE Wealth Management LLC | 50.35K | Jun 30, 26 | +3.57K | 0.46% |
| VICUS CAPITAL | 45.62K | Jun 30, 26 | +6.49K | 0.42% |
| McNamara Financial Services, Inc. | 42.88K | Jun 30, 26 | +1.30K | 0.39% |
| VISIONARY HORIZONS, LLC | 42.08K | Jun 30, 26 | +42.08K | 0.38% |
| Brinker Capital Investments, LLC | 40.91K | Jun 30, 26 | +3.31K | 0.37% |
| RFG Advisory, LLC | 37.27K | Jun 30, 26 | +271 | 0.34% |
| WealthPoint Financial, LLC | 36.26K | Jun 30, 26 | +3.92K | 0.33% |
| Sanctuary Advisors, LLC | 36.10K | Jun 30, 26 | +1.24K | 0.33% |
| NOVUS ADVISORS, LLC | 34.48K | Jun 30, 26 | +938 | 0.32% |
| Midwest Financial Network, LLC | 34.02K | Jun 30, 26 | +8.55K | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 33.19K | Jun 30, 26 | +740 | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 31.21K | Jun 30, 26 | +2.74K | 0.29% |
| Western Wealth Management, LLC | 26.81K | Jun 30, 26 | +15.52K | 0.25% |
| Sharkey, Howes & Javer | 26.28K | Jun 30, 26 | -29.31K | 0.24% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 25.97K | Jun 30, 26 | -474 | 0.24% |
| LOCKERMAN FINANCIAL GROUP, INC. | 25.83K | Jun 30, 26 | +5.15K | 0.24% |
| International Private Wealth Advisors LLC | 25.15K | Jun 30, 26 | +1.31K | 0.23% |
| Legacy Wealth Partners, LLC | 25.12K | Jun 30, 26 | +669 | 0.23% |
| Ethic Inc. | 24.84K | Jun 30, 26 | +24.84K | 0.23% |
| AXXCESS WEALTH MANAGEMENT, LLC | 24.52K | Jun 30, 26 | -4.19K | 0.22% |
| Concurrent Investment Advisors, LLC | 23.56K | Jun 30, 26 | +2.44K | 0.22% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 22.69K | Jun 30, 26 | +1.76K | 0.21% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 22.48K | Jun 30, 26 | +22.48K | 0.21% |
| CreativeOne Wealth, LLC | 19.93K | Jun 30, 26 | -9.24K | 0.18% |
| BANK OF AMERICA CORP /DE/ | 16.98K | Jun 30, 26 | +710 | 0.16% |
| Belpointe Asset Management LLC | 16.01K | Jun 30, 26 | +7.78K | 0.15% |
| Atria Investments, Inc | 15.22K | Jun 30, 26 | +1.95K | 0.14% |
| BlueChip Wealth Advisors LLC | 14.76K | Jun 30, 26 | +14.76K | 0.13% |
| Arete Wealth Advisors, LLC | 14.47K | Jun 30, 26 | +2.56K | 0.13% |
| VisionPoint Advisory Group, LLC | 13.58K | Jun 30, 26 | +154 | 0.12% |
| Kestra Advisory Services, LLC | 13.36K | Jun 30, 26 | -7.51K | 0.12% |
| PCB Capital LLC | 13.09K | Jun 30, 26 | +4.32K | 0.12% |
| AlphaStar Capital Management, LLC | 12.77K | Jun 30, 26 | +1.44K | 0.12% |
| Ascent Group, LLC | 12.03K | Jun 30, 26 | +81 | 0.11% |
| Outlook Wealth Advisors, LLC | 11.39K | Jun 30, 26 | +501 | 0.10% |
| Sowell Financial Services LLC | 10.92K | Jun 30, 26 | +1.15K | 0.10% |
| RICHARDSON FINANCIAL SERVICES INC. | 10.68K | Jun 30, 26 | +191 | 0.10% |
| Balboa Wealth Partners | 10.53K | Jun 30, 26 | -7.70K | 0.10% |
| Cannon Financial Strategists, Inc. | 10.29K | Jun 30, 26 | +145 | 0.09% |
| Adviser Investments LLC | 10.25K | Jun 30, 26 | -- | 0.09% |
| Global Financial Private Client, LLC | 9.39K | Jun 30, 26 | +537 | 0.09% |
| GeoWealth Management, LLC | 8.61K | Jun 30, 26 | +541 | 0.08% |
| Lifeworks Advisors, LLC | 8.44K | Jun 30, 26 | -166 | 0.08% |
| Founders Financial Alliance, LLC | 8.26K | Jun 30, 26 | +8.26K | 0.08% |
| Smartleaf Asset Management LLC | 6.05K | Jun 30, 26 | -- | 0.06% |
| Geneos Wealth Management Inc. | 5.28K | Jun 30, 26 | +3.39K | 0.05% |
| Strategic Investment Advisors / MI | 4.60K | Jun 30, 26 | -668 | 0.04% |
| IFP Advisors, Inc | 4.17K | Jun 30, 26 | +4.17K | 0.04% |
| Richard W. Paul & Associates, LLC | 3.27K | Jun 30, 26 | +195 | 0.03% |
| Integrated Wealth Concepts LLC | 2.45K | Jun 30, 26 | +2.45K | 0.02% |
| Principia Wealth Advisory, LLC | 2.38K | Jun 30, 26 | +105 | 0.02% |
| Triumph Capital Management | 2.23K | Jun 30, 26 | +68 | 0.02% |
| BROWN, LISLE/CUMMINGS, INC. | 1.15K | Jun 30, 26 | +614 | 0.01% |
| Farther Finance Advisors, LLC | 1.12K | Jun 30, 26 | +95 | 0.01% |
| AdvisorNet Financial, Inc | 729 | Jun 30, 26 | -- | 0.01% |
| Buck Wealth Strategies, LLC | 723 | Jun 30, 26 | +723 | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 661 | Jun 30, 26 | +661 | 0.01% |
| ROYAL BANK OF CANADA | 550 | Jun 30, 26 | +400 | 0.01% |
| PRIVATE TRUST CO NA | 406 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 397 | Jun 30, 26 | +397 | 0.00% |
| FIFTH THIRD BANCORP | 312 | Jun 30, 26 | -2 | 0.00% |
| Capital Analysts, LLC | 265 | Jun 30, 26 | +2 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 260 | Jun 30, 26 | +260 | 0.00% |
| Aptus Capital Advisors, LLC | 258 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 198 | Jun 30, 26 | -29 | 0.00% |
| MORGAN STANLEY | 169 | Jun 30, 26 | +72 | 0.00% |
| Lloyd Advisory Services, LLC. | 162 | Jun 30, 26 | +14 | 0.00% |
| Kingdom Financial Group LLC. | 150 | Jun 30, 26 | +2 | 0.00% |
| Covestor Ltd | 132 | Jun 30, 26 | +8 | 0.00% |
| UBS Group AG | 120 | Jun 30, 26 | +120 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 115 | Jun 30, 26 | -- | 0.00% |
| REAP Financial Group, LLC | 111 | Jun 30, 26 | +11 | 0.00% |
| Cape Investment Advisory, Inc. | 111 | Jun 30, 26 | +111 | 0.00% |
| Continuum Advisory, LLC | 89 | Jun 30, 26 | +89 | 0.00% |
| JPMORGAN CHASE & CO | 87 | Jun 30, 26 | -71 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 74 | Jun 30, 26 | -43 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 59 | Jun 30, 26 | -129 | 0.00% |
| CoreCap Advisors, LLC | 57 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 52 | Jun 30, 26 | -- | 0.00% |
| Meramec Financial Planners, LLC | 14 | Jun 30, 26 | +14 | 0.00% |
| Key Capital Management, INC | 9 | Jun 30, 26 | +1 | 0.00% |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -89 | -- |
| Strategic Financial Planning, Inc. | -- | Jun 30, 26 | -30.26K | -- |
| Signature Equity Partners, LLC | -- | Jun 30, 26 | -1.33K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -624 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -20.84K | -- |
| IAMS WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -9.78K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -13.46K | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -225 | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -27 | -- |
| CWM, LLC | 2.89K | Mar 31, 26 | +243 | 0.03% |
| Austin Private Wealth, LLC | 332.89K | Dec 31, 25 | +29.16K | 3.04% |
| COMERICA BANK | 306 | Dec 31, 25 | +6 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -8.59K | -- |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -20 | -- |
| Orion Portfolio Solutions, LLC | 20.63K | Mar 31, 25 | +10.03K | 0.19% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -17.52K | -- |
| Cetera Advisors LLC | 11.46K | Mar 31, 24 | +11.46K | 0.10% |
| Retirement Group, LLC | 142 | Mar 31, 24 | -- | 0.00% |
| LeJeune Puetz Investment Counsel LLC | 14.88K | Mar 31, 23 | -- | 0.14% |