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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 |
|---|---|---|---|---|
| LPL Financial LLC | 4.86M | Jun 30, 26 | +6.87K | 15.02% |
| MORGAN STANLEY | 2.70M | Jun 30, 26 | +155.67K | 8.35% |
| ENVESTNET ASSET MANAGEMENT INC | 1.91M | Jun 30, 26 | +216.08K | 5.90% |
| MANCHESTER FINANCIAL INC | 1.58M | Jun 30, 26 | +514.24K | 4.89% |
| TCP Asset Management, LLC | 1.51M | Jun 30, 26 | +109.86K | 4.66% |
| Cetera Investment Advisers | 1.32M | Jun 30, 26 | -410.28K | 4.08% |
| Per Stirling Capital Management, LLC. | 883.96K | Jun 30, 26 | +3.64K | 2.73% |
| STEPHENS INC /AR/ | 765.22K | Jun 30, 26 | +3.56K | 2.37% |
| Kestra Advisory Services, LLC | 605.39K | Jun 30, 26 | +33.49K | 1.87% |
| Cambridge Investment Research Advisors, Inc. | 546.05K | Jun 30, 26 | +8.36K | 1.69% |
| FIRST TRUST ADVISORS LP | 518.47K | Jun 30, 26 | +55.94K | 1.60% |
| Rehmann Capital Advisory Group | 488.34K | Jun 30, 26 | -1.53K | 1.51% |
| COMMONWEALTH EQUITY SERVICES, LLC | 474.62K | Jun 30, 26 | -1.38M | 1.47% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 446.70K | Jun 30, 26 | +35.43K | 1.38% |
| NewEdge Advisors, LLC | 433.52K | Jun 30, 26 | +67.53K | 1.34% |
| BENJAMIN EDWARDS INC | 393.38K | Jun 30, 26 | +27.00K | 1.22% |
| Mach-1 Financial Group, LLC | 343.08K | Jun 30, 26 | -17.25K | 1.06% |
| Owen LaRue, LLC | 299.01K | Jun 30, 26 | +8.47K | 0.92% |
| JANE STREET GROUP, LLC | 258.68K | Jun 30, 26 | +258.68K | 0.80% |
| Csenge Advisory Group | 251.06K | Jun 30, 26 | +13.87K | 0.78% |
| ASSETMARK, INC | 249.04K | Jun 30, 26 | +10.75K | 0.77% |
| Janney Montgomery Scott LLC | 235.92K | Jun 30, 26 | +25.06K | 0.73% |
| Bank of New York Mellon Corp | 217.90K | Jun 30, 26 | +12.87K | 0.67% |
| MML INVESTORS SERVICES, LLC | 178.04K | Jun 30, 26 | +93.23K | 0.55% |
| Kingsview Wealth Management, LLC | 169.75K | Jun 30, 26 | +31.05K | 0.52% |
| HighTower Advisors, LLC | 164.46K | Jun 30, 26 | -225.38K | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 149.42K | Jun 30, 26 | +34.71K | 0.46% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 149.15K | Jun 30, 26 | +37.94K | 0.46% |
| IFP Advisors, Inc | 147.46K | Jun 30, 26 | +15.77K | 0.46% |
| Brinker Capital Investments, LLC | 139.15K | Jun 30, 26 | -8.78K | 0.43% |
| INDEPENDENT FINANCIAL GROUP, LLC | 133.26K | Jun 30, 26 | +2.61K | 0.41% |
| Gateway Wealth Partners, LLC | 133.05K | Jun 30, 26 | -34.56K | 0.41% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 130.12K | Jun 30, 26 | -50.28K | 0.40% |
| Prospera Financial Services Inc | 127.69K | Jun 30, 26 | -5.07K | 0.39% |
| CITADEL ADVISORS LLC | 124.84K | Jun 30, 26 | +53.31K | 0.39% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 117.03K | Jun 30, 26 | -15.19K | 0.36% |
| TRUIST FINANCIAL CORP | 93.77K | Jun 30, 26 | +93.77K | 0.29% |
| GOLDMAN SACHS GROUP INC | 93.70K | Jun 30, 26 | +93.70K | 0.29% |
| GREAT VALLEY ADVISOR GROUP, INC. | 91.92K | Jun 30, 26 | -4.15K | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 91.17K | Jun 30, 26 | -25.48K | 0.28% |
| HRT FINANCIAL LP | 87.88K | Jun 30, 26 | +87.88K | 0.27% |
| PARK AVENUE SECURITIES LLC | 83.82K | Jun 30, 26 | +6.22K | 0.26% |
| Sanctuary Advisors, LLC | 81.00K | Jun 30, 26 | +1.76K | 0.25% |
| IAMS WEALTH MANAGEMENT, LLC | 71.49K | Jun 30, 26 | +3.96K | 0.22% |
| AE Wealth Management LLC | 70.66K | Jun 30, 26 | -2.24K | 0.22% |
| VAQUERO PRIVATE WEALTH, LTD | 65.27K | Jun 30, 26 | +65.27K | 0.20% |
| Atria Investments, Inc | 64.43K | Jun 30, 26 | +5.50K | 0.20% |
| ROYAL BANK OF CANADA | 59.80K | Jun 30, 26 | +7.45K | 0.18% |
| NewEdge Wealth, LLC | 59.46K | Jun 30, 26 | +7.47K | 0.18% |
| Concurrent Investment Advisors, LLC | 56.07K | Jun 30, 26 | +19.79K | 0.17% |
| Envestnet Portfolio Solutions, Inc. | 54.11K | Jun 30, 26 | +2.90K | 0.17% |
| Mount Yale Investment Advisors, LLC | 52.40K | Jun 30, 26 | +52.40K | 0.16% |
| Vestmark Advisory Solutions, Inc. | 52.40K | Jun 30, 26 | +52.40K | 0.16% |
| Snowden Capital Advisors LLC | 49.37K | Jun 30, 26 | +5.63K | 0.15% |
| Coppell Advisory Solutions LLC | 48.73K | Jun 30, 26 | +48.73K | 0.15% |
| TRUE BLUE FINANCIAL, LLC | 47.59K | Jun 30, 26 | +47.59K | 0.15% |
| BAM Wealth Management, LLC | 44.13K | Jun 30, 26 | +13.68K | 0.14% |
| Pinnacle Financial Partners, Inc. | 43.96K | Jun 30, 26 | +43.96K | 0.14% |
| RFG Advisory, LLC | 43.68K | Jun 30, 26 | +13.11K | 0.13% |
| HARBOUR INVESTMENTS, INC. | 42.50K | Jun 30, 26 | +16.84K | 0.13% |
| Everest Financial Group LLC | 41.00K | Jun 30, 26 | -4.00K | 0.13% |
| Harvest Investment Services, LLC | 40.73K | Jun 30, 26 | +4.80K | 0.13% |
| OPPENHEIMER & CO INC | 39.65K | Jun 30, 26 | +13.44K | 0.12% |
| DAYMARK WEALTH PARTNERS, LLC | 36.70K | Jun 30, 26 | -6.55K | 0.11% |
| Sequent Planning LLC | 36.60K | Jun 30, 26 | -138.59K | 0.11% |
| Evergreen Wealth Solutions, LLC | 36.37K | Jun 30, 26 | +36.37K | 0.11% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 36.31K | Jun 30, 26 | -- | 0.11% |
| Impact Partnership Wealth, LLC | 36.14K | Jun 30, 26 | -2.33K | 0.11% |
| Providence First Trust Co | 35.10K | Jun 30, 26 | +35.10K | 0.11% |
| Ignite Planners, LLC | 34.97K | Jun 30, 26 | +8.18K | 0.11% |
| Dynamic Advisor Solutions LLC | 34.87K | Jun 30, 26 | +34.87K | 0.11% |
| Sigma Planning Corp | 34.34K | Jun 30, 26 | +234 | 0.11% |
| Pinnacle Family Advisors, LLC | 33.89K | Jun 30, 26 | +3.36K | 0.10% |
| Perigon Wealth Management, LLC | 31.92K | Jun 30, 26 | +134 | 0.10% |
| Mutual Advisors, LLC | 30.82K | Jun 30, 26 | -1.96K | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 30.45K | Jun 30, 26 | -2.68K | 0.09% |
| Asset Allocation Strategies LLC | 30.09K | Jun 30, 26 | +9.51K | 0.09% |
| Spire Wealth Management | 29.95K | Jun 30, 26 | +3.13K | 0.09% |
| Arkadios Wealth Advisors | 29.79K | Jun 30, 26 | +12.75K | 0.09% |
| LaSalle St. Investment Advisors, LLC | 27.91K | Jun 30, 26 | +476 | 0.09% |
| Equitable Holdings, Inc. | 27.54K | Jun 30, 26 | -51.07K | 0.09% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 26.16K | Jun 30, 26 | -4.48K | 0.08% |
| HBW Advisory Services LLC | 26.05K | Jun 30, 26 | +863 | 0.08% |
| NOVEM GROUP | 24.04K | Jun 30, 26 | +1.35K | 0.07% |
| Apollon Wealth Management, LLC | 21.33K | Jun 30, 26 | +2.48K | 0.07% |
| BlueChip Wealth Advisors LLC | 21.29K | Jun 30, 26 | -- | 0.07% |
| Keystone Wealth Services, LLC | 21.00K | Jun 30, 26 | -- | 0.06% |
| Betterment LLC | 19.64K | Jun 30, 26 | +3.57K | 0.06% |
| Pensionmark Financial Group, LLC | 19.44K | Jun 30, 26 | +1.55K | 0.06% |
| D.A. DAVIDSON & CO. | 19.32K | Jun 30, 26 | +2.93K | 0.06% |
| MGO ONE SEVEN LLC | 18.22K | Jun 30, 26 | +189 | 0.06% |
| Private Advisor Group, LLC | 17.32K | Jun 30, 26 | -28.24K | 0.05% |
| GeoWealth Management, LLC | 16.95K | Jun 30, 26 | +1.32K | 0.05% |
| Foundations Investment Advisors, LLC | 16.11K | Jun 30, 26 | -150 | 0.05% |
| Rossby Financial, LCC | 16.09K | Jun 30, 26 | +325 | 0.05% |
| SILVER OAK SECURITIES, INCORPORATED | 15.41K | Jun 30, 26 | +2.19K | 0.05% |
| GK Wealth Management LLC | 14.73K | Jun 30, 26 | +14.73K | 0.05% |
| BARRETT & COMPANY, INC. | 14.33K | Jun 30, 26 | -- | 0.04% |
| OneAscent Financial Services LLC | 14.14K | Jun 30, 26 | +384 | 0.04% |
| PRIVATE CLIENT SERVICES, LLC | 13.90K | Jun 30, 26 | +52 | 0.04% |
| IFG Advisory, LLC | 13.68K | Jun 30, 26 | +13.68K | 0.04% |
| Lido Advisors, LLC | 13.66K | Jun 30, 26 | +159 | 0.04% |
| Bullseye Investment Management, LLC | 12.94K | Jun 30, 26 | -42.45K | 0.04% |
| Milestones Private Investment Advisors LLC | 11.66K | Jun 30, 26 | +92 | 0.04% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 10.75K | Jun 30, 26 | +10.75K | 0.03% |
| J.W. COLE ADVISORS, INC. | 9.80K | Jun 30, 26 | +9.80K | 0.03% |
| TUCKER ASSET MANAGEMENT LLC | 9.73K | Jun 30, 26 | +138 | 0.03% |
| Triumph Capital Management | 9.03K | Jun 30, 26 | +4.83K | 0.03% |
| Capital Analysts, LLC | 8.43K | Jun 30, 26 | -29 | 0.03% |
| Synergy Investment Management, LLC | 7.94K | Jun 30, 26 | -- | 0.02% |
| CULLEN/FROST BANKERS, INC. | 5.31K | Jun 30, 26 | +3.27K | 0.02% |
| EVOLUTION WEALTH MANAGEMENT INC. | 5.08K | Jun 30, 26 | -- | 0.02% |
| Ashton Thomas Private Wealth, LLC | 4.27K | Jun 30, 26 | +513 | 0.01% |
| PRIVATE TRUST CO NA | 4.03K | Jun 30, 26 | +6 | 0.01% |
| Roxbury Financial LLC | 3.03K | Jun 30, 26 | +24 | 0.01% |
| Raleigh Capital Management Inc. | 2.86K | Jun 30, 26 | +33 | 0.01% |
| FIFTH THIRD BANCORP | 1.96K | Jun 30, 26 | +1.08K | 0.01% |
| Quest 10 Wealth Builders, Inc. | 1.90K | Jun 30, 26 | +307 | 0.01% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1.81K | Jun 30, 26 | +1.81K | 0.01% |
| Global Retirement Partners, LLC | 1.81K | Jun 30, 26 | +1.81K | 0.01% |
| Aptus Capital Advisors, LLC | 1.50K | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 1.16K | Jun 30, 26 | +83 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 782 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 613 | Jun 30, 26 | -20.37K | 0.00% |
| Buck Wealth Strategies, LLC | 610 | Jun 30, 26 | +610 | 0.00% |
| Regatta Research & Money Management | 603 | Jun 30, 26 | +603 | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 600 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 557 | Jun 30, 26 | +557 | 0.00% |
| HUNTINGTON NATIONAL BANK | 295 | Jun 30, 26 | +295 | 0.00% |
| AMERICAN NATIONAL BANK | 237 | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 223 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 163 | Jun 30, 26 | +163 | 0.00% |
| AMERIFLEX GROUP, INC. | 154 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 152 | Jun 30, 26 | +2 | 0.00% |
| Continuum Advisory, LLC | 146 | Jun 30, 26 | +146 | 0.00% |
| Wagner Wealth Management, LLC | 136 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 128 | Jun 30, 26 | -- | 0.00% |
| Lloyd Advisory Services, LLC. | 85 | Jun 30, 26 | +85 | 0.00% |
| Strive Financial Group ,LLC | 38 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 1 | Jun 30, 26 | -1 | 0.00% |
| Rockefeller Capital Management L.P. | 1 | Jun 30, 26 | -- | 0.00% |
| Advisory Alpha, LLC | -- | Jun 30, 26 | -9.94K | -- |
| Topsail Wealth Management, LLC | -- | Jun 30, 26 | -450 | -- |
| Independent Wealth Network Inc. | -- | Jun 30, 26 | -9.67K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -1.50K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.87K | -- |
| Pacific Excel Wealth Advisors, Inc. | -- | Jun 30, 26 | -65.44K | -- |
| Triad Wealth Partners, LLC | -- | Jun 30, 26 | -14.86K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -45.89K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -287 | -- |
| Financial Gravity Asset Management, Inc. | 1.26K | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | 8 | Mar 31, 26 | +8 | 0.00% |
| COMERICA BANK | 883 | Dec 31, 25 | -5.91K | 0.00% |
| ORG Partners LLC | 139 | Dec 31, 25 | -697 | 0.00% |
| EWG Elevate Inc. | 165.21K | Sep 30, 25 | +165.21K | 0.51% |
| AVANTAX ADVISORY SERVICES, INC. | 221.75K | Jun 30, 25 | +7.14K | 0.69% |
| Atria Wealth Solutions, Inc. | 12.08K | Jun 30, 25 | -53.22K | 0.04% |
| Orion Portfolio Solutions, LLC | 130.25K | Mar 31, 25 | +165 | 0.40% |
| TAP Consulting, LLC | 25.26K | Dec 31, 24 | +25.26K | 0.08% |
| SignalPoint Asset Management, LLC | -- | Dec 31, 24 | -31.54K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 59.62K | Jun 30, 24 | +24.74K | 0.18% |