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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 |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 14.42M | Jun 30, 26 | -478.61K | 51.60% |
| HANTZ FINANCIAL SERVICES, INC. | 4.40M | Jun 30, 26 | -198.41K | 15.74% |
| Convergence Financial, LLC | 1.86M | Jun 30, 26 | +947.78K | 6.65% |
| MORGAN STANLEY | 1.19M | Jun 30, 26 | +463 | 4.28% |
| BANK OF AMERICA CORP /DE/ | 978.53K | Jun 30, 26 | -11.20K | 3.50% |
| AMERIPRISE FINANCIAL INC | 829.02K | Jun 30, 26 | +161.10K | 2.97% |
| Legacy CG, LLC | 751.19K | Jun 30, 26 | +17.59K | 2.69% |
| Sanctuary Advisors, LLC | 447.17K | Jun 30, 26 | +28.00K | 1.60% |
| CAPTRUST FINANCIAL ADVISORS | 380.30K | Jun 30, 26 | +26.71K | 1.36% |
| BENJAMIN EDWARDS INC | 320.98K | Jun 30, 26 | +29.97K | 1.15% |
| Bank of New York Mellon Corp | 274.69K | Jun 30, 26 | +23.98K | 0.98% |
| ENVESTNET ASSET MANAGEMENT INC | 238.52K | Jun 30, 26 | +27.25K | 0.85% |
| CITADEL ADVISORS LLC | 176.97K | Jun 30, 26 | +58.59K | 0.63% |
| TRUIST FINANCIAL CORP | 165.32K | Jun 30, 26 | +4.10K | 0.59% |
| Sequent Planning LLC | 139.12K | Jun 30, 26 | +9.19K | 0.50% |
| JPMORGAN CHASE & CO | 130.70K | Jun 30, 26 | +14.60K | 0.47% |
| Cetera Investment Advisers | 124.93K | Jun 30, 26 | +10.41K | 0.45% |
| LPL Financial LLC | 118.96K | Jun 30, 26 | -12.78K | 0.43% |
| MML INVESTORS SERVICES, LLC | 74.29K | Jun 30, 26 | +26.16K | 0.27% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 63.13K | Jun 30, 26 | +4.91K | 0.23% |
| Atomi Financial Group, Inc. | 58.32K | Jun 30, 26 | +2.01K | 0.21% |
| RFG Advisory, LLC | 51.17K | Jun 30, 26 | +51.17K | 0.18% |
| MGO ONE SEVEN LLC | 37.26K | Jun 30, 26 | -274 | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 26.73K | Jun 30, 26 | +16.13K | 0.10% |
| JANE STREET GROUP, LLC | 24.24K | Jun 30, 26 | -15.54K | 0.09% |
| GOLDMAN SACHS GROUP INC | 19.91K | Jun 30, 26 | -42.35K | 0.07% |
| RAYMOND JAMES FINANCIAL INC | 19.52K | Jun 30, 26 | -2.21K | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 19.18K | Jun 30, 26 | +9.25K | 0.07% |
| HighTower Advisors, LLC | 15.48K | Jun 30, 26 | -227 | 0.06% |
| Atria Investments, Inc | 15.00K | Jun 30, 26 | +99 | 0.05% |
| Steward Partners Investment Advisory, LLC | 14.27K | Jun 30, 26 | +14.27K | 0.05% |
| STEVENS CAPITAL PARTNERS | 11.64K | Jun 30, 26 | +11.64K | 0.04% |
| J.W. COLE ADVISORS, INC. | 10.91K | Jun 30, 26 | +10.91K | 0.04% |
| ROYAL BANK OF CANADA | 10.25K | Jun 30, 26 | +1.97K | 0.04% |
| WELLS FARGO & COMPANY/MN | 5.44K | Jun 30, 26 | -401 | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.13K | Jun 30, 26 | +1.32K | 0.02% |
| TD Waterhouse Canada Inc. | 5.06K | Jun 30, 26 | -- | 0.02% |
| CITIGROUP INC | 1.27K | Jun 30, 26 | +1.10K | 0.00% |
| UBS Group AG | 687 | Jun 30, 26 | +154 | 0.00% |
| Geneos Wealth Management Inc. | 461 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 304 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 215 | Jun 30, 26 | +215 | 0.00% |
| CoreCap Advisors, LLC | 136 | Jun 30, 26 | +136 | 0.00% |
| Dunhill Financial, LLC | 99 | Jun 30, 26 | +3 | 0.00% |
| Aptus Capital Advisors, LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| Intentional Wealth Strategies, LLC | -- | Jun 30, 26 | -4.77K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -17.90K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -99 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -18.54K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -35 | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -533 | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Jun 30, 26 | -13.26K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -18.50K | -- |
| Skopos Labs, Inc. | 17.06K | Mar 31, 26 | -9.91K | 0.06% |
| CWM, LLC | 1.00K | Mar 31, 26 | +492 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 9.41K | Jun 30, 25 | +9.41K | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 44.34K | Sep 30, 24 | +12.41K | 0.16% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 243.92K | Jun 30, 24 | -3.79K | 0.87% |
| Cetera Advisor Networks LLC | 12.71K | Mar 31, 24 | +2.97K | 0.05% |
| American Portfolios Advisors | 13.51K | Sep 30, 22 | +13.51K | 0.05% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -438 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.51K | Dec 31, 19 | -- | 0.01% |
| Advisor Group, Inc. | 1.01K | Dec 31, 19 | +1.01K | 0.00% |
