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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 |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 825.24K | Jun 30, 26 | +144.51K | 2.81% |
| MORGAN STANLEY | 515.69K | Jun 30, 26 | +9.31K | 1.76% |
| BANK OF AMERICA CORP /DE/ | 474.40K | Jun 30, 26 | +17.82K | 1.61% |
| Invesco Ltd. | 443.53K | Jun 30, 26 | +47.61K | 1.51% |
| Shaker Financial Services, LLC | 437.83K | Jun 30, 26 | -30.78K | 1.49% |
| UBS Group AG | 382.00K | Jun 30, 26 | +5.80K | 1.30% |
| LPL Financial LLC | 349.62K | Jun 30, 26 | +15.54K | 1.19% |
| 1607 Capital Partners, LLC | 297.95K | Jun 30, 26 | -- | 1.01% |
| Cetera Investment Advisers | 296.87K | Jun 30, 26 | -5.78K | 1.01% |
| WELLS FARGO & COMPANY/MN | 243.82K | Jun 30, 26 | +42.88K | 0.83% |
| COMMONWEALTH EQUITY SERVICES, LLC | 207.86K | Jun 30, 26 | -330 | 0.71% |
| RAYMOND JAMES FINANCIAL INC | 207.50K | Jun 30, 26 | +1.15K | 0.71% |
| ADVISOR GROUP HOLDINGS, INC. | 156.94K | Jun 30, 26 | +6.39K | 0.53% |
| ENVESTNET ASSET MANAGEMENT INC | 126.13K | Jun 30, 26 | -391 | 0.43% |
| AMERIPRISE FINANCIAL INC | 114.07K | Jun 30, 26 | -2.02K | 0.39% |
| SIMS INVESTMENT MANAGEMENT, LLC | 100.47K | Jun 30, 26 | -- | 0.34% |
| Meridian Wealth Management, LLC | 79.21K | Jun 30, 26 | +4.32K | 0.27% |
| PARK AVENUE SECURITIES LLC | 78.41K | Jun 30, 26 | -1.45K | 0.27% |
| PMG Family Office LLC | 77.74K | Jun 30, 26 | +1.60K | 0.26% |
| COHEN & STEERS, INC. | 70.96K | Jun 30, 26 | -- | 0.24% |
| ROYAL BANK OF CANADA | 63.80K | Jun 30, 26 | +1.99K | 0.22% |
| Quartz Partners, LLC | 55.20K | Jun 30, 26 | +3.13K | 0.19% |
| Janney Montgomery Scott LLC | 52.81K | Jun 30, 26 | +2.11K | 0.18% |
| CFO4Life Group, LLC | 47.09K | Jun 30, 26 | +849 | 0.16% |
| WCG Wealth Advisors LLC | 37.18K | Jun 30, 26 | -- | 0.13% |
| D.A. DAVIDSON & CO. | 34.23K | Jun 30, 26 | -- | 0.12% |
| MML INVESTORS SERVICES, LLC | 31.91K | Jun 30, 26 | +3.87K | 0.11% |
| Ameritas Advisory Services, LLC | 31.53K | Jun 30, 26 | +6.26K | 0.11% |
| Keystone Financial Group | 28.15K | Jun 30, 26 | -- | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 27.14K | Jun 30, 26 | -14.00K | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 26.64K | Jun 30, 26 | -65 | 0.09% |
| Tyche Wealth Partners LLC | 24.65K | Jun 30, 26 | +16 | 0.08% |
| CITADEL ADVISORS LLC | 24.63K | Jun 30, 26 | +24.63K | 0.08% |
| Somerset Trust Co | 23.45K | Jun 30, 26 | -- | 0.08% |
| HighPoint Advisor Group LLC | 23.04K | Jun 30, 26 | +12 | 0.08% |
| STIFEL FINANCIAL CORP | 21.17K | Jun 30, 26 | +3.70K | 0.07% |
| VSM Wealth Advisory, LLC | 20.45K | Jun 30, 26 | +12.69K | 0.07% |
| Fortitude Advisory Group L.L.C. | 19.24K | Jun 30, 26 | -- | 0.07% |
| HRT FINANCIAL LP | 18.84K | Jun 30, 26 | +18.84K | 0.06% |
| Creative Planning | 18.19K | Jun 30, 26 | -1.93K | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16.13K | Jun 30, 26 | +802 | 0.05% |
| Stonebridge Financial Group, LLC/CA | 15.96K | Jun 30, 26 | +15.96K | 0.05% |
| MGO ONE SEVEN LLC | 15.35K | Jun 30, 26 | -- | 0.05% |
| Cerity Partners LLC | 15.20K | Jun 30, 26 | -- | 0.05% |
| NewEdge Advisors, LLC | 14.90K | Jun 30, 26 | +13.30K | 0.05% |
| FIFTH THIRD BANCORP | 14.87K | Jun 30, 26 | -- | 0.05% |
| Summit Financial, LLC | 14.82K | Jun 30, 26 | +14.82K | 0.05% |
| Jacobi Capital Management LLC | 14.57K | Jun 30, 26 | +239 | 0.05% |
| Stonebridge Capital Advisors LLC | 14.00K | Jun 30, 26 | -- | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13.52K | Jun 30, 26 | -- | 0.05% |
| Buckingham Strategic Partners | 13.16K | Jun 30, 26 | -3.47K | 0.04% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 13.15K | Jun 30, 26 | -1.59K | 0.04% |
| AssuredPartners Investment Advisors, LLC | 13.15K | Jun 30, 26 | -- | 0.04% |
| Global Retirement Partners, LLC | 12.87K | Jun 30, 26 | +12.87K | 0.04% |
| XTX Topco Ltd | 12.82K | Jun 30, 26 | +682 | 0.04% |
| HighTower Advisors, LLC | 12.82K | Jun 30, 26 | -- | 0.04% |
| Essex Financial Services, Inc. | 12.65K | Jun 30, 26 | -- | 0.04% |
| Burford Brothers, Inc. | 12.50K | Jun 30, 26 | -- | 0.04% |
| King Wealth | 11.98K | Jun 30, 26 | -196 | 0.04% |
| Waverly Advisors, LLC | 11.91K | Jun 30, 26 | -- | 0.04% |
| Founders Financial Alliance, LLC | 11.73K | Jun 30, 26 | +44 | 0.04% |
| Intrua Financial, LLC | 11.63K | Jun 30, 26 | +92 | 0.04% |
| Parallel Advisors, LLC | 11.54K | Jun 30, 26 | +165 | 0.04% |
| Integrated Wealth Concepts LLC | 10.73K | Jun 30, 26 | -5.71K | 0.04% |
| SAGE RHINO CAPITAL LLC | 10.00K | Jun 30, 26 | -- | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.56K | Jun 30, 26 | +9.56K | 0.03% |
| Gould Capital, LLC | 9.10K | Jun 30, 26 | +1.58K | 0.03% |
| CoreCap Advisors, LLC | 8.00K | Jun 30, 26 | -- | 0.03% |
| HOLLENCREST CAPITAL MANAGEMENT | 7.44K | Jun 30, 26 | -- | 0.03% |
| Allworth Financial LP | 5.98K | Jun 30, 26 | -12.62K | 0.02% |
| IFP Advisors, Inc | 5.16K | Jun 30, 26 | +34 | 0.02% |
| Rockefeller Capital Management L.P. | 3.97K | Jun 30, 26 | +1.47K | 0.01% |
| Creative Capital Management Investments LLC | 3.56K | Jun 30, 26 | +3.56K | 0.01% |
| HORIZON FINANCIAL SERVICES, LLC | 3.10K | Jun 30, 26 | +3.10K | 0.01% |
| Princeton Global Asset Management LLC | 2.71K | Jun 30, 26 | -103 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2.51K | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 2.40K | Jun 30, 26 | +1.52K | 0.01% |
| Farther Finance Advisors, LLC | 2.21K | Jun 30, 26 | -1.00K | 0.01% |
| Steward Partners Investment Advisory, LLC | 2.12K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 1.75K | Jun 30, 26 | +875 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.57K | Jun 30, 26 | -634 | 0.01% |
| Arlington Trust Co LLC | 1.24K | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 1.05K | Jun 30, 26 | +1.05K | 0.00% |
| Quent Capital, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 954 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 800 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 750 | Jun 30, 26 | -- | 0.00% |
| Axiom Investment Management LLC | 707 | Jun 30, 26 | +108 | 0.00% |
| Golden State Wealth Management, LLC | 660 | Jun 30, 26 | +10 | 0.00% |
| PRIVATE TRUST CO NA | 619 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 540 | Jun 30, 26 | +540 | 0.00% |
| Federation des caisses Desjardins du Quebec | 500 | Jun 30, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 231 | Jun 30, 26 | +4 | 0.00% |
| SHP Wealth Management | 200 | Jun 30, 26 | +200 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 200 | Jun 30, 26 | -- | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 106 | Jun 30, 26 | -94.27K | 0.00% |
| Kilter Group LLC | 1 | Jun 30, 26 | -862 | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -13.76K | -- |
| Abound Wealth Management | -- | Jun 30, 26 | -289 | -- |
| Spire Wealth Management | -- | Jun 30, 26 | -330 | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -119.36K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -3.40K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -500 | -- |
| CWM, LLC | 885 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 14.87K | Dec 31, 25 | -1.00K | 0.05% |
| Graypoint LLC | 14.20K | Jun 30, 25 | -- | 0.05% |
| Sheaff Brock Investment Advisors, LLC | 14.48K | Mar 31, 25 | +9 | 0.05% |
| CAROLINAS WEALTH CONSULTING LLC | 3.38K | Mar 31, 25 | -- | 0.01% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -4.39K | -- |
| Raymond James Financial Services Advisors, Inc. | 135.83K | Sep 30, 24 | +248 | 0.46% |
| RAYMOND JAMES & ASSOCIATES | 65.41K | Sep 30, 24 | +363 | 0.22% |
| Flow State Investments, L.P. | -- | Sep 30, 24 | -12.18K | -- |
| Cetera Advisors LLC | 249.99K | Mar 31, 24 | -2.51K | 0.85% |
| Cetera Advisor Networks LLC | 37.86K | Mar 31, 24 | -11.40K | 0.13% |
| Retirement Group, LLC | 1 | Mar 31, 24 | -4.01K | 0.00% |
| Kistler-Tiffany Companies, LLC | 17.57K | Jun 30, 23 | +11 | 0.06% |
| BDO Wealth Advisors, LLC | 2.30K | Jun 30, 23 | -- | 0.01% |
| PIERSHALE FINANCIAL GROUP, INC. | 1.23K | Jun 30, 23 | +18 | 0.00% |
| Ahrens Investment Partners LLC | 435 | Mar 31, 23 | +435 | 0.00% |
| CFO4Life, L.P. | 51.65K | Dec 31, 22 | +51.65K | 0.18% |
| American Portfolios Advisors | 2.75K | Sep 30, 22 | -- | 0.01% |
| NEXT Financial Group, Inc | 1.19K | Dec 31, 21 | -171 | 0.00% |
| Ameritas Investment Company, LLC | 19.39K | Sep 30, 21 | +10.85K | 0.07% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 22.59K | Sep 30, 20 | -252 | 0.08% |
| Advisor Group, Inc. | 32.64K | Dec 31, 19 | -9.08K | 0.11% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 21.68K | Dec 31, 19 | -427 | 0.07% |
| Commonwealth Equity Services, Inc | 72.81K | Jun 30, 17 | -3.07K | 0.25% |
| FIRST FINANCIAL EQUITY CORPORATION | 43.89K | Mar 31, 17 | +43.89K | 0.15% |
| HHG & Company, LLC | 17.26K | Mar 31, 16 | -- | 0.06% |
| NEW ENGLAND SECURITIES CORP /MA/ | 609 | Dec 31, 14 | +609 | 0.00% |
| Gary Goldberg Planning Services Inc | -- | Dec 31, 14 | -341 | -- |
| UBS AG | 189.35K | Sep 30, 14 | +31.37K | 0.64% |
| KNIGHT CAPITAL GROUP LLC | 22.31K | Jun 30, 13 | +22.31K | 0.08% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 908.35K | Jun 30, 10 | -55.87K | 3.09% |
