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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 |
|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 552.04K | Jun 30, 26 | -1.70K | 5.07% |
| MORGAN STANLEY | 527.70K | Jun 30, 26 | +99.97K | 4.85% |
| RAYMOND JAMES FINANCIAL INC | 217.65K | Jun 30, 26 | -17.06K | 2.00% |
| UBS Group AG | 135.16K | Jun 30, 26 | -6.54K | 1.24% |
| LPL Financial LLC | 134.33K | Jun 30, 26 | +1.95K | 1.23% |
| BANK OF AMERICA CORP /DE/ | 130.59K | Jun 30, 26 | -2.65K | 1.20% |
| WELLS FARGO & COMPANY/MN | 98.35K | Jun 30, 26 | -10.60K | 0.90% |
| CI Private Wealth, LLC | 71.59K | Jun 30, 26 | +163 | 0.66% |
| MGO ONE SEVEN LLC | 61.00K | Jun 30, 26 | +20.48K | 0.56% |
| Sanctuary Advisors, LLC | 59.02K | Jun 30, 26 | -5.00K | 0.54% |
| FOCUSED ALPHA, LLC | 46.65K | Jun 30, 26 | +232 | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 40.85K | Jun 30, 26 | +621 | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 38.82K | Jun 30, 26 | +18.79K | 0.36% |
| Merit Financial Group, LLC | 38.31K | Jun 30, 26 | +168 | 0.35% |
| ROYAL BANK OF CANADA | 36.77K | Jun 30, 26 | +1.87K | 0.34% |
| STIFEL FINANCIAL CORP | 32.83K | Jun 30, 26 | +1.62K | 0.30% |
| TRUIST FINANCIAL CORP | 28.39K | Jun 30, 26 | -3.11K | 0.26% |
| Steward Partners Investment Advisory, LLC | 26.92K | Jun 30, 26 | -- | 0.25% |
| Invesco Ltd. | 24.30K | Jun 30, 26 | -543 | 0.22% |
| SRS Capital Advisors, Inc. | 23.93K | Jun 30, 26 | +23.93K | 0.22% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 21.88K | Jun 30, 26 | -- | 0.20% |
| Kestra Advisory Services, LLC | 21.66K | Jun 30, 26 | +2.48K | 0.20% |
| Stronghold Wealth Management L.L.C. | 19.42K | Jun 30, 26 | -777 | 0.18% |
| Aviance Capital Partners, LLC | 15.94K | Jun 30, 26 | -1.11K | 0.15% |
| AMERIPRISE FINANCIAL INC | 14.99K | Jun 30, 26 | -936 | 0.14% |
| Anchor Investment Management, LLC | 13.40K | Jun 30, 26 | -- | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.00K | Jun 30, 26 | +13.00K | 0.12% |
| MELFA WEALTH MANAGEMENT, LLC | 12.65K | Jun 30, 26 | -2.72K | 0.12% |
| Pensionmark Financial Group, LLC | 12.39K | Jun 30, 26 | -- | 0.11% |
| Integrated Wealth Concepts LLC | 11.86K | Jun 30, 26 | -2.53K | 0.11% |
| Stratos Wealth Partners, LTD. | 11.34K | Jun 30, 26 | -- | 0.10% |
| Mutual Advisors, LLC | 10.34K | Jun 30, 26 | -8.25K | 0.09% |
| Clark Capital Management Group, Inc. | 10.00K | Jun 30, 26 | -- | 0.09% |
| FARMERS & MERCHANTS INVESTMENTS INC | 7.00K | Jun 30, 26 | -- | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.80K | Jun 30, 26 | +5.80K | 0.05% |
| Center for Financial Planning, Inc. | 1.92K | Jun 30, 26 | -- | 0.02% |
| Clear Street Group Inc. | 1.87K | Jun 30, 26 | +1.87K | 0.02% |
| Colonial Trust Co / SC | 1.50K | Jun 30, 26 | -- | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 816 | Jun 30, 26 | +10 | 0.01% |
| NewEdge Advisors, LLC | 405 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 370 | Jun 30, 26 | -- | 0.00% |
| Hara Capital LLC | 44 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF VERMONT | 1 | Jun 30, 26 | +1 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | -- | Jun 30, 26 | -700 | -- |
| U.S. Capital Wealth Advisors, LLC | 23.93K | Mar 31, 26 | -6.88K | 0.22% |
| Raymond James Financial Services Advisors, Inc. | 168.80K | Sep 30, 24 | +23.16K | 1.55% |
| RAYMOND JAMES & ASSOCIATES | 45.80K | Sep 30, 24 | +163 | 0.42% |
| EATON VANCE MANAGEMENT | 107.25K | Sep 30, 22 | -- | 0.99% |
| USCA RIA LLC | 84.65K | Jun 30, 21 | -- | 0.78% |
| Advisor Group, Inc. | 39.41K | Dec 31, 19 | -- | 0.36% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 19.77K | Dec 31, 19 | -5.13K | 0.18% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -43.50K | -- |
| FIRST FINANCIAL EQUITY CORPORATION | 15.07K | Mar 31, 17 | +15.07K | 0.14% |
| Trutina Financial LLC | 13.90K | Dec 31, 16 | -- | 0.13% |
| Investors Capital Advisory Services | 32.63K | Jun 30, 16 | -- | 0.30% |
| MPAM CREDIT TRADING PARTNERS L.P. | 25.57K | Sep 30, 15 | -964 | 0.23% |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 45.09K | Mar 31, 15 | +45.09K | 0.41% |
| UBS AG | 270.55K | Sep 30, 14 | +4.99K | 2.49% |
| Jane Street Holding, LLC | 11.43K | Dec 31, 13 | +11.43K | 0.10% |
