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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 |
|---|---|---|---|---|
| Advisors Asset Management, Inc. | 2.48M | Jun 30, 26 | +27.70K | 5.77% |
| Karpus Management, Inc. | 1.62M | Jun 30, 26 | -44.58K | 3.76% |
| RAYMOND JAMES FINANCIAL INC | 1.56M | Jun 30, 26 | +118.88K | 3.62% |
| GUGGENHEIM CAPITAL LLC | 1.50M | Jun 30, 26 | +437.86K | 3.48% |
| Invesco Ltd. | 812.46K | Jun 30, 26 | -54.31K | 1.89% |
| BANK OF AMERICA CORP /DE/ | 714.25K | Jun 30, 26 | -32.13K | 1.66% |
| LPL Financial LLC | 607.85K | Jun 30, 26 | +33.33K | 1.41% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 485.25K | Jun 30, 26 | -4.05K | 1.13% |
| Paller Financial Services Inc | 431.55K | Jun 30, 26 | -41.73K | 1.00% |
| Closed-End Fund Advisors, Inc. | 349.86K | Jun 30, 26 | -3.30K | 0.81% |
| MORGAN STANLEY | 333.67K | Jun 30, 26 | +5.29K | 0.77% |
| UBS Group AG | 265.70K | Jun 30, 26 | -31.59K | 0.62% |
| HARBOUR INVESTMENTS, INC. | 239.99K | Jun 30, 26 | +75 | 0.56% |
| ADVISOR GROUP HOLDINGS, INC. | 215.61K | Jun 30, 26 | +17.43K | 0.50% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 162.66K | Jun 30, 26 | -6.33K | 0.38% |
| SIT INVESTMENT ASSOCIATES INC | 161.50K | Jun 30, 26 | -- | 0.38% |
| Steward Partners Investment Advisory, LLC | 150.01K | Jun 30, 26 | +32.76K | 0.35% |
| Cambridge Investment Research Advisors, Inc. | 148.91K | Jun 30, 26 | +138.37K | 0.35% |
| NWF Advisory Services Inc. | 143.30K | Jun 30, 26 | -1.80K | 0.33% |
| CreativeOne Wealth, LLC | 122.55K | Jun 30, 26 | -- | 0.28% |
| Dakota Wealth Management | 58.87K | Jun 30, 26 | -4.57K | 0.14% |
| PRINCIPAL SECURITIES, INC. | 57.03K | Jun 30, 26 | +35 | 0.13% |
| KANE INVESTMENT MANAGEMENT, INC. | 48.87K | Jun 30, 26 | +10.76K | 0.11% |
| RB Capital Management, LLC | 48.46K | Jun 30, 26 | +752 | 0.11% |
| SOA Wealth Advisors, LLC. | 45.55K | Jun 30, 26 | +14.07K | 0.11% |
| LAIRD NORTON TRUST COMPANY, LLC | 38.81K | Jun 30, 26 | -- | 0.09% |
| Shaker Financial Services, LLC | 37.49K | Jun 30, 26 | -21.70K | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 30.66K | Jun 30, 26 | -73.26K | 0.07% |
| Cetera Investment Advisers | 30.52K | Jun 30, 26 | -59.62K | 0.07% |
| Janney Montgomery Scott LLC | 29.30K | Jun 30, 26 | -- | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 25.15K | Jun 30, 26 | -- | 0.06% |
| VISTA INVESTMENT PARTNERS II, LLC | 23.63K | Jun 30, 26 | -- | 0.05% |
| DECISION INVESTMENTS, INC | 22.35K | Jun 30, 26 | -- | 0.05% |
| B. Riley Wealth Advisors, Inc. | 20.66K | Jun 30, 26 | +270 | 0.05% |
| Harbour Wealth Management Group, Inc. | 20.55K | Jun 30, 26 | +487 | 0.05% |
| Kovack Advisors, Inc. | 20.31K | Jun 30, 26 | +2.31K | 0.05% |
| Centurion Wealth Management LLC | 20.09K | Jun 30, 26 | +27 | 0.05% |
| Investment Management Trust, LLC | 19.65K | Jun 30, 26 | -1.12K | 0.05% |
| Concorde Asset Management, LLC | 19.50K | Jun 30, 26 | +19.50K | 0.05% |
| STIFEL FINANCIAL CORP | 18.95K | Jun 30, 26 | +1.50K | 0.04% |
| JANE STREET GROUP, LLC | 18.94K | Jun 30, 26 | -2.11K | 0.04% |
| Ameritas Advisory Services, LLC | 18.57K | Jun 30, 26 | +5.57K | 0.04% |
| CENTAURUS FINANCIAL, INC. | 18.00K | Jun 30, 26 | -- | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 17.27K | Jun 30, 26 | +6.22K | 0.04% |
| XTX Topco Ltd | 17.25K | Jun 30, 26 | +17.25K | 0.04% |
| Armor Investment Advisors, LLC | 17.02K | Jun 30, 26 | -- | 0.04% |
| Concurrent Investment Advisors, LLC | 13.71K | Jun 30, 26 | -- | 0.03% |
| Capital Investment Advisors, LLC | 13.61K | Jun 30, 26 | -- | 0.03% |
| New England Private Wealth Advisors LLC | 13.40K | Jun 30, 26 | +31 | 0.03% |
| Clearview Wealth Management LLC | 12.10K | Jun 30, 26 | -- | 0.03% |
| Sage Capital Management, LLC | 12.00K | Jun 30, 26 | -- | 0.03% |
| Advance Capital Management, Inc. | 11.30K | Jun 30, 26 | +11.30K | 0.03% |
| J.W. COLE ADVISORS, INC. | 10.82K | Jun 30, 26 | +10.82K | 0.03% |
| OpenArc Corporate Advisory, LLC | 10.75K | Jun 30, 26 | -- | 0.02% |
| Advisory Advocates, LLC | 10.43K | Jun 30, 26 | -- | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 10.00K | Jun 30, 26 | -- | 0.02% |
| CARY STREET PARTNERS FINANCIAL LLC | 10.00K | Jun 30, 26 | -- | 0.02% |
| FNY Investment Advisers, LLC | 7.50K | Jun 30, 26 | -- | 0.02% |
| Farther Finance Advisors, LLC | 1.11K | Jun 30, 26 | -- | 0.00% |
| Luminist Capital LLC | 558 | Jun 30, 26 | +558 | 0.00% |
| FIFTH THIRD BANCORP | 500 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 450 | Jun 30, 26 | +450 | 0.00% |
| Allied Private Wealth LLC | 410 | Jun 30, 26 | +410 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 327 | Jun 30, 26 | +327 | 0.00% |
| Integrated Wealth Concepts LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | +1 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | -- | Jun 30, 26 | -500 | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Jun 30, 26 | -20.28K | -- |
| High Point Wealth Management, LLC | -- | Jun 30, 26 | -260 | -- |
| Vise Technologies, Inc. | -- | Jun 30, 26 | -14.20K | -- |
| Pathstone Holdings, LLC | -- | Jun 30, 26 | -693.62K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -17.61K | -- |
| Catalina Capital Group, LLC | 22.22K | Mar 31, 26 | -- | 0.05% |
| CWM, LLC | 750 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 500 | Dec 31, 25 | -- | 0.00% |
| WETHERBY ASSET MANAGEMENT INC | 77.01K | Sep 30, 25 | -- | 0.18% |
| Raymond James Financial Services Advisors, Inc. | 23.28K | Sep 30, 24 | +397 | 0.05% |
| Flow State Investments, L.P. | -- | Sep 30, 24 | -21.09K | -- |
| RAYMOND JAMES & ASSOCIATES | -- | Sep 30, 24 | -15.99K | -- |
| ICA Group Wealth Management, LLC | 3.33K | Jun 30, 24 | -- | 0.01% |
| Cetera Advisors LLC | 23.26K | Mar 31, 24 | +10.66K | 0.05% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 528.98K | Mar 31, 22 | -135.94K | 1.23% |
| NEXT Financial Group, Inc | 1.50K | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 31.30K | Sep 30, 21 | +13.10K | 0.07% |
| Ameritas Investment Company, LLC | 19.79K | Sep 30, 21 | -900 | 0.05% |
| Advisor Group, Inc. | 157.83K | Dec 31, 19 | +11.46K | 0.37% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 43.19K | Dec 31, 19 | -1.59K | 0.10% |
| BB&T SECURITIES, LLC | 28.99K | Sep 30, 19 | -5.25K | 0.07% |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 26.53K | Mar 31, 19 | -8.46K | 0.06% |
| Commonwealth Equity Services, Inc | 12.50K | Jun 30, 17 | +2.16K | 0.03% |
| LBA Wealth Management, LLC | 360 | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 9.99K | Dec 31, 16 | +120 | 0.02% |
| Investors Capital Advisory Services | 11.04K | Jun 30, 16 | -4.00K | 0.03% |
| UBS AG | 67.27K | Sep 30, 14 | +13.25K | 0.16% |
| KNIGHT CAPITAL GROUP LLC | 14.19K | Jun 30, 13 | +14.19K | 0.03% |
| First Allied Securities, Inc. | 37.30K | Jun 30, 12 | -708 | 0.09% |
