Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.
Top 17 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|
| Dynamic Advisor Solutions LLC | -- | Sep 30, 26 | -7.15K | -- |
| RWA WEALTH PARTNERS, LLC | 103.90K | Jun 30, 26 | -7.51K | 52.33% |
| BSW Wealth Partners | 51.12K | Jun 30, 26 | -7.58K | 25.74% |
| PFG Investments, LLC | 33.28K | Jun 30, 26 | +8.12K | 16.76% |
| MORGAN STANLEY | 30.66K | Jun 30, 26 | -- | 15.44% |
| SILVER OAK SECURITIES, INCORPORATED | 23.11K | Jun 30, 26 | +23.11K | 11.64% |
| CITADEL ADVISORS LLC | 18.51K | Jun 30, 26 | -28.75K | 9.32% |
| OLD MISSION CAPITAL LLC | 13.34K | Jun 30, 26 | -9.51K | 6.72% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.71K | Jun 30, 26 | +1.72K | 5.90% |
| EP Wealth Advisors, LLC | 8.96K | Jun 30, 26 | -44 | 4.51% |
| JANE STREET GROUP, LLC | 7.38K | Jun 30, 26 | +7.38K | 3.72% |
| Rollins Financial Advisors, LLC | 7.24K | Jun 30, 26 | +7.24K | 3.64% |
| Odyssey Group, LLC | 4.72K | Jun 30, 26 | +4.72K | 2.38% |
| Sankala Group LLC | 3.77K | Jun 30, 26 | -715 | 1.90% |
| UBS Group AG | 178 | Jun 30, 26 | +148 | 0.09% |
| Addison Advisors LLC | -- | Jun 30, 26 | -690 | -- |
| LongView Asset Management LLC | 12.67K | Dec 31, 25 | -2.98K | 6.38% |
Latest holdings as of · Funds file quarterly, up to 45 days after quarter end; this page refreshes weekly · About this data