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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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 422.88K | Jun 30, 26 | +12.06K | 2.71% |
| 1607 Capital Partners, LLC | 422.77K | Jun 30, 26 | -98.39K | 2.71% |
| JONES FINANCIAL COMPANIES LLLP | 394.76K | Jun 30, 26 | +9.16K | 2.53% |
| GUGGENHEIM CAPITAL LLC | 277.27K | Jun 30, 26 | -73.18K | 1.77% |
| Hennion & Walsh Asset Management, Inc. | 249.18K | Jun 30, 26 | +20.52K | 1.59% |
| UBS Group AG | 190.62K | Jun 30, 26 | +1.31K | 1.22% |
| LPL Financial LLC | 133.47K | Jun 30, 26 | +13.16K | 0.85% |
| VAN ECK ASSOCIATES CORP | 130.73K | Jun 30, 26 | +4.92K | 0.84% |
| MORGAN STANLEY | 129.44K | Jun 30, 26 | +7.15K | 0.83% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 108.46K | Jun 30, 26 | +35.60K | 0.69% |
| ROYAL BANK OF CANADA | 98.91K | Jun 30, 26 | -7.02K | 0.63% |
| Wakefield Asset Management LLLP | 95.84K | Jun 30, 26 | +26.50K | 0.61% |
| Invesco Ltd. | 82.65K | Jun 30, 26 | -735 | 0.53% |
| MELFA WEALTH MANAGEMENT, LLC | 74.20K | Jun 30, 26 | -5.21K | 0.47% |
| BANK OF AMERICA CORP /DE/ | 71.24K | Jun 30, 26 | -5.00K | 0.46% |
| Allspring Global Investments Holdings, LLC | 56.19K | Jun 30, 26 | -- | 0.36% |
| Fiera Capital Corp | 56.14K | Jun 30, 26 | -2.76K | 0.36% |
| AMERIPRISE FINANCIAL INC | 41.22K | Jun 30, 26 | +15.44K | 0.26% |
| Formidable Asset Management, LLC | 41.18K | Jun 30, 26 | -1.50K | 0.26% |
| Ackerman Capital Advisors, LLC | 29.51K | Jun 30, 26 | -4.97K | 0.19% |
| WELLS FARGO & COMPANY/MN | 29.00K | Jun 30, 26 | -9.55K | 0.19% |
| Regal Investment Advisors LLC | 28.53K | Jun 30, 26 | -2.17K | 0.18% |
| Baird Financial Group, Inc. | 27.87K | Jun 30, 26 | +5.50K | 0.18% |
| Legacy Financial Strategies, LLC | 27.68K | Jun 30, 26 | -2.86K | 0.18% |
| Pensionmark Financial Group, LLC | 26.94K | Jun 30, 26 | -- | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 26.76K | Jun 30, 26 | +230 | 0.17% |
| Concurrent Investment Advisors, LLC | 26.55K | Jun 30, 26 | -- | 0.17% |
| Summit Trail Advisors, LLC | 24.26K | Jun 30, 26 | -1.32K | 0.16% |
| BENJAMIN EDWARDS INC | 22.54K | Jun 30, 26 | -- | 0.14% |
| NewEdge Advisors, LLC | 20.63K | Jun 30, 26 | +3.00K | 0.13% |
| Steward Partners Investment Advisory, LLC | 19.02K | Jun 30, 26 | +7.52K | 0.12% |
| HighTower Advisors, LLC | 17.94K | Jun 30, 26 | -- | 0.11% |
| HRT FINANCIAL LP | 13.53K | Jun 30, 26 | +13.53K | 0.09% |
| Keudell/Morrison Wealth Management | 12.46K | Jun 30, 26 | +12.46K | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 12.33K | Jun 30, 26 | +12.23K | 0.08% |
| Closed-End Fund Advisors, Inc. | 11.84K | Jun 30, 26 | -- | 0.08% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11.50K | Jun 30, 26 | +11.50K | 0.07% |
| Creative Planning | 11.38K | Jun 30, 26 | -- | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 11.09K | Jun 30, 26 | +9 | 0.07% |
| Mutual Advisors, LLC | 10.00K | Jun 30, 26 | -- | 0.06% |
| Ancora Advisors, LLC | 7.67K | Jun 30, 26 | -- | 0.05% |
| Mechanics Financial Corp | 5.00K | Jun 30, 26 | -- | 0.03% |
| Farther Finance Advisors, LLC | 4.83K | Jun 30, 26 | -- | 0.03% |
| Rockefeller Capital Management L.P. | 3.25K | Jun 30, 26 | -- | 0.02% |
| PRIVATE TRUST CO NA | 3.00K | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.65K | Jun 30, 26 | +2.65K | 0.02% |
| Center for Financial Planning, Inc. | 2.00K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 1.60K | Jun 30, 26 | +1.60K | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 1.30K | Jun 30, 26 | -- | 0.01% |
| Clear Street Group Inc. | 813 | Jun 30, 26 | +813 | 0.01% |
| ORG Wealth Partners, LLC | 612 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 600 | Jun 30, 26 | +600 | 0.00% |
| Beaird Harris Wealth Management, LLC | 556 | Jun 30, 26 | +556 | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 230 | Jun 30, 26 | -- | 0.00% |
| Catalina Capital Group, LLC | 10.32K | Mar 31, 26 | -24 | 0.07% |
| AHL INVESTMENT MANAGEMENT, INC. | -- | Sep 30, 25 | -20.00K | -- |
| Sonora Investment Management Group, LLC | -- | Sep 30, 25 | -13.50K | -- |
| Raymond James Financial Services Advisors, Inc. | 134.51K | Sep 30, 24 | +52.72K | 0.86% |
| RAYMOND JAMES & ASSOCIATES | 85.72K | Sep 30, 24 | -2.00K | 0.55% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 7.45K | Jun 30, 24 | -- | 0.05% |
| Baystate Wealth Management LLC | 503 | Dec 31, 23 | +503 | 0.00% |
| Hightower 6M Holding, LLC | -- | Sep 30, 22 | -13.71K | -- |
| Reby Advisors, LLC | 1.40K | Dec 31, 20 | +1.40K | 0.01% |
| Watson Rebecca | -- | Sep 30, 20 | -1.20K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 13.50K | Dec 31, 19 | -2.50K | 0.09% |
| Advisor Group, Inc. | 6.43K | Dec 31, 19 | +97 | 0.04% |
| MSI Financial Services Inc | 2.35K | Dec 31, 16 | -- | 0.02% |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 60.85K | Sep 30, 16 | +240 | 0.39% |
| VSR Financial Services, Inc. | 13.73K | Jun 30, 16 | -1.58K | 0.09% |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 46.87K | Mar 31, 15 | +46.87K | 0.30% |
| UBS AG | 34.45K | Sep 30, 14 | -5.80K | 0.22% |
