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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | -- | Sep 30, 26 | -4.77K | -- |
| BlackRock, Inc. | 5.80M | Jun 30, 26 | +609.75K | 34.75% |
| IMPACTfolio, LLC | 638.13K | Jun 30, 26 | +17.43K | 3.82% |
| LPL Financial LLC | 545.65K | Jun 30, 26 | -57.57K | 3.27% |
| ENVESTNET ASSET MANAGEMENT INC | 525.41K | Jun 30, 26 | +15.20K | 3.15% |
| JONES FINANCIAL COMPANIES LLLP | 412.31K | Jun 30, 26 | +43.52K | 2.47% |
| THRIVENT FINANCIAL FOR LUTHERANS | 376.42K | Jun 30, 26 | -29.61K | 2.25% |
| SEEDS INVESTOR LLC | 366.74K | Jun 30, 26 | -3.76K | 2.20% |
| JPMORGAN CHASE & CO | 314.39K | Jun 30, 26 | +13.10K | 1.88% |
| Allworth Financial LP | 272.26K | Jun 30, 26 | +15.70K | 1.63% |
| Advisory Services Network, LLC | 173.08K | Jun 30, 26 | +4.13K | 1.04% |
| GOLDMAN SACHS GROUP INC | 161.07K | Jun 30, 26 | -76.70K | 0.96% |
| MORGAN STANLEY | 160.27K | Jun 30, 26 | +3.83K | 0.96% |
| Bond & Devick Financial Network, Inc. | 152.64K | Jun 30, 26 | +9.00K | 0.91% |
| Decker Retirement Planning Inc. | 103.12K | Jun 30, 26 | +19.87K | 0.62% |
| Perigon Wealth Management, LLC | 99.97K | Jun 30, 26 | +14.51K | 0.60% |
| Envestnet Portfolio Solutions, Inc. | 96.39K | Jun 30, 26 | +6.49K | 0.58% |
| SOFI WEALTH, LLC | 93.70K | Jun 30, 26 | +15.06K | 0.56% |
| One Wealth Advisors, LLC | 93.37K | Jun 30, 26 | +14.56K | 0.56% |
| Stewardship Advisors, LLC | 87.08K | Jun 30, 26 | +16.28K | 0.52% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78.76K | Jun 30, 26 | +15.03K | 0.47% |
| BANK OF AMERICA CORP /DE/ | 76.17K | Jun 30, 26 | +35.77K | 0.46% |
| Jordan Park Group LLC | 74.65K | Jun 30, 26 | -- | 0.45% |
| US BANCORP \DE\ | 73.63K | Jun 30, 26 | +7.21K | 0.44% |
| Cetera Investment Advisers | 72.91K | Jun 30, 26 | +3.91K | 0.44% |
| RETIREMENT CAPITAL STRATEGIES | 71.25K | Jun 30, 26 | -143 | 0.43% |
| Balanced Rock Investment Advisor | 70.84K | Jun 30, 26 | +2.28K | 0.42% |
| NewEdge Advisors, LLC | 67.31K | Jun 30, 26 | +11.32K | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 65.56K | Jun 30, 26 | +10.63K | 0.39% |
| MERCER GLOBAL ADVISORS INC /ADV | 58.92K | Jun 30, 26 | +58.92K | 0.35% |
| Resources Investment Advisors, LLC. | 52.95K | Jun 30, 26 | +684 | 0.32% |
| FIDUCIARY FINANCIAL ADVISORS | 51.59K | Jun 30, 26 | +30.37K | 0.31% |
| Accredited Investors Inc. | 51.11K | Jun 30, 26 | +10.10K | 0.31% |
| Baker Avenue Asset Management, LP | 50.81K | Jun 30, 26 | +314 | 0.30% |
| WELLS FARGO & COMPANY/MN | 48.69K | Jun 30, 26 | +4.11K | 0.29% |
| ROYAL BANK OF CANADA | 47.23K | Jun 30, 26 | +2.79K | 0.28% |
| Stratos Wealth Partners, LTD. | 46.28K | Jun 30, 26 | -2.05K | 0.28% |
| Tarbox Family Office, Inc. | 42.32K | Jun 30, 26 | +9.64K | 0.25% |
| MML INVESTORS SERVICES, LLC | 41.30K | Jun 30, 26 | +14.04K | 0.25% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 40.63K | Jun 30, 26 | +2.48K | 0.24% |
| Leonard Rickey Investment Advisors P.L.L.C. | 38.81K | Jun 30, 26 | -3.58K | 0.23% |
| HSBC HOLDINGS PLC | 36.76K | Jun 30, 26 | +16.36K | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 36.33K | Jun 30, 26 | +1.49K | 0.22% |
| UBS Group AG | 36.19K | Jun 30, 26 | +5.14K | 0.22% |
| Haverford Trust Co | 35.87K | Jun 30, 26 | -- | 0.21% |
| Perennial Investment Advisors, LLC | 34.34K | Jun 30, 26 | -6.55K | 0.21% |
| BFSG, LLC | 31.34K | Jun 30, 26 | +3.02K | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.05K | Jun 30, 26 | +1.96K | 0.19% |
| Vise Technologies, Inc. | 30.97K | Jun 30, 26 | +30.97K | 0.19% |
| Baird Financial Group, Inc. | 30.40K | Jun 30, 26 | +30.40K | 0.18% |
| GeoWealth Management, LLC | 29.56K | Jun 30, 26 | -10.72K | 0.18% |
| Van Hulzen Asset Management, LLC | 24.64K | Jun 30, 26 | -- | 0.15% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 24.24K | Jun 30, 26 | -7.76K | 0.15% |
| Equitable Holdings, Inc. | 22.36K | Jun 30, 26 | +1.58K | 0.13% |
| Davis Wealth Advisors, LLC | 22.26K | Jun 30, 26 | -5.14K | 0.13% |
| NATIXIS ADVISORS, L.P. | 22.14K | Jun 30, 26 | +4.29K | 0.13% |
| Brookstone Capital Management | 21.93K | Jun 30, 26 | +2.02K | 0.13% |
| Horst & Graben Wealth Management LLC | 21.32K | Jun 30, 26 | +628 | 0.13% |
| PARK AVENUE SECURITIES LLC | 20.94K | Jun 30, 26 | +20.94K | 0.13% |
| Sharkey, Howes & Javer | 20.64K | Jun 30, 26 | +2.77K | 0.12% |
| Private Advisor Group, LLC | 20.12K | Jun 30, 26 | +20.12K | 0.12% |
| Apollon Wealth Management, LLC | 19.46K | Jun 30, 26 | +4.44K | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 18.84K | Jun 30, 26 | -2.17K | 0.11% |
| Steward Partners Investment Advisory, LLC | 17.60K | Jun 30, 26 | +4.35K | 0.11% |
| Mason & Associates Inc | 17.40K | Jun 30, 26 | -302 | 0.10% |
| Savant Capital, LLC | 16.89K | Jun 30, 26 | +5 | 0.10% |
| Ally Invest Advisors Inc. | 16.58K | Jun 30, 26 | +955 | 0.10% |
| ASSETMARK, INC | 15.98K | Jun 30, 26 | +383 | 0.10% |
| Janney Montgomery Scott LLC | 15.84K | Jun 30, 26 | +15.84K | 0.09% |
| VALLEY NATIONAL ADVISERS INC | 15.73K | Jun 30, 26 | +312 | 0.09% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 14.59K | Jun 30, 26 | -278 | 0.09% |
| Goldstein Advisors, LLC | 14.50K | Jun 30, 26 | +1.25K | 0.09% |
| Shared Vision Wealth Group LLC | 14.27K | Jun 30, 26 | +3.46K | 0.09% |
| Rossby Financial, LCC | 14.18K | Jun 30, 26 | +598 | 0.08% |
| JANE STREET GROUP, LLC | 14.10K | Jun 30, 26 | -54.34K | 0.08% |
| Rockport Wealth LLC | 14.08K | Jun 30, 26 | -- | 0.08% |
| Catalytic Wealth RIA, LLC | 13.84K | Jun 30, 26 | +206 | 0.08% |
| Pinnacle Financial Partners, Inc. | 13.55K | Jun 30, 26 | -- | 0.08% |
| Essential Planning, LLC. | 13.18K | Jun 30, 26 | +151 | 0.08% |
| Milestone Investment Advisors LLC | 13.06K | Jun 30, 26 | -62 | 0.08% |
| GUARDIAN CAPITAL LP | 12.60K | Jun 30, 26 | -1.00K | 0.08% |
| THEORY FINANCIAL LLC | 12.22K | Jun 30, 26 | +386 | 0.07% |
| Traveka Wealth, LLC | 11.90K | Jun 30, 26 | +2.54K | 0.07% |
| Keener Financial Planning LLC | 11.14K | Jun 30, 26 | +2.59K | 0.07% |
| RED CRANE WEALTH MANAGEMENT, LLC | 10.77K | Jun 30, 26 | +34 | 0.06% |
| Avise Financial Cooperative, Inc. | 10.32K | Jun 30, 26 | +577 | 0.06% |
| Walkner Condon Financial Advisors LLC | 9.92K | Jun 30, 26 | +53 | 0.06% |
| Skyline Advisors, Inc. | 9.68K | Jun 30, 26 | -8.52K | 0.06% |
| Integrated Wealth Concepts LLC | 9.49K | Jun 30, 26 | +1.03K | 0.06% |
| Balance Wealth, LLC | 9.28K | Jun 30, 26 | +4.01K | 0.06% |
| ENDEAVOR PRIVATE WEALTH, INC. | 9.22K | Jun 30, 26 | -288 | 0.06% |
| Valmark Advisers, Inc. | 9.07K | Jun 30, 26 | -- | 0.05% |
| Merit Financial Group, LLC | 9.03K | Jun 30, 26 | -784 | 0.05% |
| Summit Financial, LLC | 8.92K | Jun 30, 26 | +8.92K | 0.05% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 8.71K | Jun 30, 26 | +596 | 0.05% |
| HighTower Advisors, LLC | 8.20K | Jun 30, 26 | -4 | 0.05% |
| Advisory Solutions Group, LLC | 8.02K | Jun 30, 26 | +8.02K | 0.05% |
| Concurrent Investment Advisors, LLC | 7.99K | Jun 30, 26 | -708 | 0.05% |
| Fundamentum, LLC | 7.78K | Jun 30, 26 | -- | 0.05% |
| Western Wealth Management, LLC | 7.50K | Jun 30, 26 | +572 | 0.04% |
| CITADEL ADVISORS LLC | 7.47K | Jun 30, 26 | -121.53K | 0.04% |
| Two West Capital Advisors LLC | 7.32K | Jun 30, 26 | +2.62K | 0.04% |
| W.H. Cornerstone Investments Inc. | 7.21K | Jun 30, 26 | +1.12K | 0.04% |
| HARBOUR INVESTMENTS, INC. | 7.18K | Jun 30, 26 | +60 | 0.04% |
| Beacon Pointe Advisors, LLC | 7.14K | Jun 30, 26 | +7.14K | 0.04% |
| Kestra Advisory Services, LLC | 6.91K | Jun 30, 26 | +50 | 0.04% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 6.76K | Jun 30, 26 | -- | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 6.67K | Jun 30, 26 | +977 | 0.04% |
| Whitegate Investment Counselors, Inc. | 6.38K | Jun 30, 26 | +361 | 0.04% |
| Mariner, LLC | 6.23K | Jun 30, 26 | -7.63K | 0.04% |
| CHOREO, LLC | 6.12K | Jun 30, 26 | +67 | 0.04% |
| Bank of New York Mellon Corp | 5.63K | Jun 30, 26 | -157 | 0.03% |
| KEYVANTAGE WEALTH, LLC | 5.18K | Jun 30, 26 | -49 | 0.03% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 4.92K | Jun 30, 26 | +4.92K | 0.03% |
| LifePlan Investment Advisors, Inc. | 4.63K | Jun 30, 26 | -3.88K | 0.03% |
| Capital Analysts, LLC | 4.58K | Jun 30, 26 | +3.21K | 0.03% |
| Ashton Thomas Private Wealth, LLC | 4.16K | Jun 30, 26 | -2.05K | 0.02% |
| Key FInancial Inc | 3.63K | Jun 30, 26 | +980 | 0.02% |
| Transamerica Financial Advisors, Inc. | 3.28K | Jun 30, 26 | +378 | 0.02% |
| Godfrey Financial Associates, Inc. | 3.24K | Jun 30, 26 | +39 | 0.02% |
| Hanson & Doremus Investment Management | 2.80K | Jun 30, 26 | +170 | 0.02% |
| Armor Investment Advisors, LLC | 2.05K | Jun 30, 26 | -- | 0.01% |
| Ameritas Investment Partners, Inc. | 1.75K | Jun 30, 26 | -91 | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.16K | Jun 30, 26 | +401 | 0.01% |
| Gen-Wealth Partners Inc | 931 | Jun 30, 26 | +396 | 0.01% |
| AE Wealth Management LLC | 853 | Jun 30, 26 | +438 | 0.01% |
| Institute for Wealth Management, LLC. | 817 | Jun 30, 26 | +817 | 0.00% |
| Oakmont Advisory Group, LLC | 805 | Jun 30, 26 | +805 | 0.00% |
| Triumph Capital Management | 605 | Jun 30, 26 | -- | 0.00% |
| CVA Family Office, LLC | 601 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 428 | Jun 30, 26 | +200 | 0.00% |
| Physician Wealth Advisors, Inc. | 369 | Jun 30, 26 | +4 | 0.00% |
| AMERIFLEX GROUP, INC. | 354 | Jun 30, 26 | +354 | 0.00% |
| FRANKLIN RESOURCES INC | 350 | Jun 30, 26 | -49 | 0.00% |
| 1 NORTH WEALTH SERVICES LLC | 310 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 293 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 268 | Jun 30, 26 | -- | 0.00% |
| Fort Vancouver Investment Management, LLC | 256 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 253 | Jun 30, 26 | +253 | 0.00% |
| SRS Capital Advisors, Inc. | 227 | Jun 30, 26 | +227 | 0.00% |
| IFP Advisors, Inc | 157 | Jun 30, 26 | +2 | 0.00% |
| Golden State Wealth Management, LLC | 105 | Jun 30, 26 | -- | 0.00% |
| BARRETT & COMPANY, INC. | 70 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 68 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 42 | Jun 30, 26 | +12 | 0.00% |
| FMR LLC | 21 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 8 | Jun 30, 26 | -68 | 0.00% |
| Kilter Group LLC | 4 | Jun 30, 26 | -- | 0.00% |
| Cerity Partners LLC | -- | Jun 30, 26 | -5.83K | -- |
| Sonoma Allocations LLC | -- | Jun 30, 26 | -21.07K | -- |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -5.54K | -- |
| KWB Wealth | -- | Jun 30, 26 | -13.02K | -- |
| Spectrum Planning & Advisory Services Inc. | -- | Jun 30, 26 | -4.80K | -- |
| Betterment LLC | -- | Jun 30, 26 | -23.82K | -- |
| NBT BANK N A /NY | -- | Jun 30, 26 | -47 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -3.24K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.35K | -- |
| Sequoia Financial Advisors, LLC | -- | Jun 30, 26 | -17.46K | -- |
| Charter Oak Capital Management, LLC | 48.47K | Mar 31, 26 | +13.16K | 0.29% |
| Sandbox Financial Partners, LLC | 27.79K | Mar 31, 26 | +5.97K | 0.17% |
| Financial Connections Group, Inc. | 8.85K | Mar 31, 26 | +368 | 0.05% |
| Northeast Financial Group, Inc. | 6.03K | Mar 31, 26 | -- | 0.04% |
| CWM, LLC | 2.85K | Mar 31, 26 | -62 | 0.02% |
| CIBC Private Wealth Group, LLC | 858 | Dec 31, 25 | +858 | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -2.80K | -- |
| SYNOVUS FINANCIAL CORP | 13.18K | Sep 30, 25 | -391 | 0.08% |
| DOHJ, LLC | 20.51K | Jun 30, 25 | +101 | 0.12% |
| Congress Wealth Management LLC / DE / | 16.24K | Jun 30, 25 | +2.47K | 0.10% |
| AVANTAX ADVISORY SERVICES, INC. | 9.60K | Jun 30, 25 | +1.64K | 0.06% |
| Elios Financial Group Inc. | 8.09K | Jun 30, 25 | +1.15K | 0.05% |
| First Horizon Advisors, Inc. | 4.11K | Jun 30, 25 | +2.71K | 0.02% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 341 | Jun 30, 25 | +341 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -37.07K | -- |
| Cable Hill Partners, LLC | 6.87K | Mar 31, 25 | -- | 0.04% |
| Orion Portfolio Solutions, LLC | 5.11K | Mar 31, 25 | +5.11K | 0.03% |
| Sugarloaf Wealth Management, LLC | 36 | Dec 31, 24 | -858 | 0.00% |
| PRIVATE CAPITAL MANAGEMENT LLC | -- | Dec 31, 24 | -1.24K | -- |
| Raymond James Financial Services Advisors, Inc. | 26.46K | Sep 30, 24 | -1.64K | 0.16% |
| BlackRock Inc. | 4.98M | Jun 30, 24 | +96.39K | 29.79% |
| TCWP LLC | 7.13K | Jun 30, 24 | +289 | 0.04% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 671 | Jun 30, 24 | +671 | 0.00% |
| Cetera Advisor Networks LLC | 34.06K | Mar 31, 24 | +703 | 0.20% |
| Cetera Advisors LLC | 23.93K | Mar 31, 24 | +11.68K | 0.14% |
| First Ascent Asset Management, LLC | 99.82K | Dec 31, 23 | +15.82K | 0.60% |
| WEALTHSOURCE PARTNERS, LLC | 31.89K | Dec 31, 23 | -18.10K | 0.19% |
| DFPG INVESTMENTS, LLC | 15.99K | Dec 31, 23 | -2.03K | 0.10% |
| Bartlett & Co. LLC | 6.76K | Dec 31, 23 | -1.04K | 0.04% |
| COMERICA SECURITIES,INC. | 9.67K | Sep 30, 23 | +454 | 0.06% |
| Baldrige Asset Management LLC | 5.15K | Mar 31, 23 | +22 | 0.03% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 2.48K | Dec 31, 22 | -- | 0.01% |
| American Portfolios Advisors | 3.70K | Sep 30, 22 | +3.70K | 0.02% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -3.02K | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -495 | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data