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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Marotta Asset Management | 159.52K | Sep 30, 26 | -5.08K | 1.65% |
| Vertex Investment Solutions Co., Ltd. | 26.80K | Sep 30, 26 | +1.50K | 0.28% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7.75K | Sep 30, 26 | +7.75K | 0.08% |
| Vontobel Holding Ltd. | 6.74K | Sep 30, 26 | -- | 0.07% |
| NISA INVESTMENT ADVISORS, LLC | 6.60K | Sep 30, 26 | -- | 0.07% |
| Boltwood Capital Management | 5.13K | Sep 30, 26 | +975 | 0.05% |
| USA FINANCIAL FORMULAS | 4.46K | Sep 30, 26 | +4.46K | 0.05% |
| Atria Investments, Inc | 3.41K | Sep 30, 26 | +3.41K | 0.04% |
| BFI Infinity Ltd. | 3.15K | Sep 30, 26 | +3.15K | 0.03% |
| CX Institutional | 607 | Sep 30, 26 | -23 | 0.01% |
| Triumph Capital Management | 422 | Sep 30, 26 | +7 | 0.00% |
| Breakwater Investment Management | 275 | Sep 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 32 | Sep 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 19 | Sep 30, 26 | -- | 0.00% |
| Mosley Wealth Management | 6 | Sep 30, 26 | -- | 0.00% |
| Sunpointe, LLC | -- | Sep 30, 26 | -3.76K | -- |
| BLUELINE ADVISORS LLC | -- | Sep 30, 26 | -313 | -- |
| BlackRock, Inc. | 2.82M | Jun 30, 26 | +365.28K | 29.23% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 392.55K | Jun 30, 26 | -973 | 4.07% |
| Lido Advisors, LLC | 187.79K | Jun 30, 26 | +24.22K | 1.95% |
| MORGAN STANLEY | 164.84K | Jun 30, 26 | -4.23K | 1.71% |
| JANE STREET GROUP, LLC | 137.66K | Jun 30, 26 | +66.65K | 1.43% |
| FLOW TRADERS U.S. LLC | 132.26K | Jun 30, 26 | +132.26K | 1.37% |
| LPL Financial LLC | 75.03K | Jun 30, 26 | -2.50K | 0.78% |
| AMERIPRISE FINANCIAL INC | 59.57K | Jun 30, 26 | -1.13K | 0.62% |
| HighTower Advisors, LLC | 56.82K | Jun 30, 26 | -3.07K | 0.59% |
| GOLDMAN SACHS GROUP INC | 50.55K | Jun 30, 26 | +50.55K | 0.52% |
| WELLS FARGO & COMPANY/MN | 50.03K | Jun 30, 26 | +846 | 0.52% |
| ROYAL BANK OF CANADA | 46.10K | Jun 30, 26 | -9.87K | 0.48% |
| UBS Group AG | 37.41K | Jun 30, 26 | +393 | 0.39% |
| ZACKS INVESTMENT MANAGEMENT | 36.32K | Jun 30, 26 | +1.47K | 0.38% |
| Idaho Trust Co | 25.98K | Jun 30, 26 | +618 | 0.27% |
| BANK OF AMERICA CORP /DE/ | 25.08K | Jun 30, 26 | -2.11K | 0.26% |
| Hilltop Holdings Inc. | 24.64K | Jun 30, 26 | +24.64K | 0.26% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19.12K | Jun 30, 26 | +19.12K | 0.20% |
| MML INVESTORS SERVICES, LLC | 18.43K | Jun 30, 26 | +1.70K | 0.19% |
| INNEALTA CAPITAL, LLC | 18.39K | Jun 30, 26 | -- | 0.19% |
| ENVESTNET ASSET MANAGEMENT INC | 18.11K | Jun 30, 26 | +98 | 0.19% |
| Integrated Wealth Concepts LLC | 15.56K | Jun 30, 26 | +15.56K | 0.16% |
| Mount Lucas Management LP | 14.23K | Jun 30, 26 | -720 | 0.15% |
| Quantbot Technologies LP | 11.67K | Jun 30, 26 | +4.47K | 0.12% |
| HSBC HOLDINGS PLC | 11.31K | Jun 30, 26 | +724 | 0.12% |
| MEEDER ASSET MANAGEMENT INC | 10.03K | Jun 30, 26 | +1.67K | 0.10% |
| TIEMANN INVESTMENT ADVISORS, LLC | 8.03K | Jun 30, 26 | -200 | 0.08% |
| Outlook Wealth Advisors, LLC | 6.89K | Jun 30, 26 | +1.58K | 0.07% |
| Viewpoint Capital Management LLC | 5.87K | Jun 30, 26 | -350 | 0.06% |
| Focus Partners Wealth | 5.78K | Jun 30, 26 | -16.37K | 0.06% |
| Virtus Family Office LLC | 5.73K | Jun 30, 26 | +5.73K | 0.06% |
| Invesco Ltd. | 5.29K | Jun 30, 26 | -55 | 0.05% |
| Parallel Advisors, LLC | 4.74K | Jun 30, 26 | -505 | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.68K | Jun 30, 26 | +4.68K | 0.05% |
| MARSHALL WACE, LLP | 4.57K | Jun 30, 26 | +4.57K | 0.05% |
| Ackerman Asset Management, LLC | 4.47K | Jun 30, 26 | -- | 0.05% |
| MILLENNIUM MANAGEMENT LLC | 4.13K | Jun 30, 26 | +4.13K | 0.04% |
| Q3 Asset Management | 4.12K | Jun 30, 26 | +4.12K | 0.04% |
| LYELL WEALTH MANAGEMENT, LP | 3.99K | Jun 30, 26 | -- | 0.04% |
| Avestar Capital, LLC | 3.95K | Jun 30, 26 | -808 | 0.04% |
| Arax Advisory Partners | 3.90K | Jun 30, 26 | -- | 0.04% |
| Lunt Capital Management, Inc. | 3.88K | Jun 30, 26 | +50 | 0.04% |
| Sunpointe, LLC | 3.76K | Jun 30, 26 | -302 | 0.04% |
| Mariner, LLC | 3.65K | Jun 30, 26 | +3.65K | 0.04% |
| Cresset Asset Management, LLC | 3.31K | Jun 30, 26 | +3.31K | 0.03% |
| SIGNATUREFD, LLC | 3.21K | Jun 30, 26 | -- | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 3.11K | Jun 30, 26 | +3.11K | 0.03% |
| FMR LLC | 2.59K | Jun 30, 26 | +1.58K | 0.03% |
| OSAIC HOLDINGS, INC. | 2.56K | Jun 30, 26 | +344 | 0.03% |
| Global Retirement Partners, LLC | 2.40K | Jun 30, 26 | +2.40K | 0.02% |
| AlphaCentric Advisors LLC | 2.28K | Jun 30, 26 | -83 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.05K | Jun 30, 26 | +2.05K | 0.02% |
| JPMORGAN CHASE & CO | 1.44K | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 949 | Jun 30, 26 | +518 | 0.01% |
| Covestor Ltd | 543 | Jun 30, 26 | +508 | 0.01% |
| RHUMBLINE ADVISERS | 460 | Jun 30, 26 | -3.66K | 0.00% |
| Sankala Group LLC | 280 | Jun 30, 26 | +16 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 276 | Jun 30, 26 | +12 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 222 | Jun 30, 26 | +222 | 0.00% |
| BLAIR WILLIAM & CO/IL | 155 | Jun 30, 26 | +127 | 0.00% |
| FIFTH THIRD BANCORP | 123 | Jun 30, 26 | +44 | 0.00% |
| Steward Partners Investment Advisory, LLC | 106 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 84 | Jun 30, 26 | -- | 0.00% |
| ATLAS CAPITAL ADVISORS INC. | 35 | Jun 30, 26 | -- | 0.00% |
| Horizon Investments, LLC | 11 | Jun 30, 26 | +11 | 0.00% |
| TORONTO DOMINION BANK | 3 | Jun 30, 26 | -- | 0.00% |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -148.97K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -94 | -- |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | -- | Jun 30, 26 | -6 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -124 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -911 | -- |
| Squarepoint Ops LLC | -- | Jun 30, 26 | -3.98K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -13.12K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -343 | -- |
| CWM, LLC | 25 | Mar 31, 26 | -- | 0.00% |
| CIBC Private Wealth Group LLC | 580 | Dec 31, 25 | +580 | 0.01% |
| COMERICA BANK | 79 | Dec 31, 25 | -92 | 0.00% |
| Daiichi Life Group, Inc. | 19.50K | Sep 30, 25 | -700 | 0.20% |
| BlackRock Inc. | 301 | Jun 30, 24 | -7 | 0.00% |
| Desjardins Global Asset Management Inc. | 51.78K | Dec 31, 23 | -6.93K | 0.54% |
| Hightower 6M Holding, LLC | 77.64K | Sep 30, 22 | +3.22K | 0.80% |
| American Portfolios Advisors | 258 | Sep 30, 22 | -200 | 0.00% |
| 6 Meridian | 53.64K | Dec 31, 21 | +1.38K | 0.56% |
| REILLY FINANCIAL ADVISORS, LLC | 375 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -87 | -- |
| Hexavest Inc. | 5.94K | Sep 30, 21 | -952 | 0.06% |
| Filbrandt Wealth Management, LLC | 450 | Sep 30, 21 | -- | 0.00% |
| OLD MISSION CAPITAL, LLC | 14.19K | Dec 31, 20 | +14.19K | 0.15% |
| Water Oak Advisors LLC | 67.46K | Sep 30, 20 | +45.55K | 0.70% |
| Crow Point Partners, LLC | 9.19K | Dec 31, 19 | -8.50K | 0.10% |
| Highstreet Asset Management Inc. | 3.75K | Dec 31, 19 | -- | 0.04% |
| Advisor Group, Inc. | 2.27K | Dec 31, 19 | -468 | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.93K | Dec 31, 19 | -76 | 0.02% |
| Julex Capital Management, LLC | 276 | Sep 30, 19 | -27 | 0.00% |
| LOEB PARTNERS CORP | -- | Mar 31, 19 | -173 | -- |
| AFAM CAPITAL, INC. | -- | Sep 30, 18 | -18.80K | -- |
| WFG Advisors, LP | -- | Jun 30, 17 | -125 | -- |
| MSI Financial Services Inc | 27 | Dec 31, 16 | -3 | 0.00% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 675 | Sep 30, 16 | +675 | 0.01% |
| SOCIETE GENERALE | 136.52K | Jun 30, 16 | +136.52K | 1.41% |
| CURIAN CAPITAL LLC | -- | Dec 31, 15 | -24.49K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 46 | Jun 30, 15 | -- | 0.00% |
| UBS AG | 140.21K | Sep 30, 14 | -35.00K | 1.45% |
| Jane Street Holding, LLC | 56.25K | Dec 31, 13 | -81.31K | 0.58% |
| STIFEL NICOLAUS & CO INC \MO\ | 25.58K | Sep 30, 13 | +25.58K | 0.27% |
| First Allied Securities, Inc. | 63 | Jun 30, 12 | -- | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data