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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 |
|---|---|---|---|---|
| CX Institutional | 14.14K | Sep 30, 26 | -37 | 0.06% |
| Versant Capital Management, Inc | 2.84K | Sep 30, 26 | +37 | 0.01% |
| BANK OF AMERICA CORP /DE/ | 8.19M | Jun 30, 26 | +303.75K | 35.46% |
| Jupiter Topco LLC | 1.39M | Jun 30, 26 | +1.39M | 6.01% |
| ADVISOR GROUP HOLDINGS, INC. | 889.63K | Jun 30, 26 | -15.31K | 3.85% |
| GHP Investment Advisors, Inc. | 813.06K | Jun 30, 26 | +12.87K | 3.52% |
| Tradewinds Capital Management, LLC | 786.79K | Jun 30, 26 | +786.79K | 3.41% |
| MORGAN STANLEY | 323.33K | Jun 30, 26 | +14.89K | 1.40% |
| LPL Financial LLC | 313.38K | Jun 30, 26 | -72.81K | 1.36% |
| AMERIPRISE FINANCIAL INC | 309.34K | Jun 30, 26 | -379.75K | 1.34% |
| UBS Group AG | 282.69K | Jun 30, 26 | -33.49K | 1.22% |
| PGIM Custom Harvest LLC | 279.45K | Jun 30, 26 | +24.50K | 1.21% |
| SIMON QUICK ADVISORS, LLC | 251.58K | Jun 30, 26 | -189 | 1.09% |
| Morningstar Investment Management LLC | 215.97K | Jun 30, 26 | -- | 0.94% |
| ENVESTNET ASSET MANAGEMENT INC | 188.20K | Jun 30, 26 | -167.33K | 0.82% |
| EP Wealth Advisors, LLC | 172.02K | Jun 30, 26 | -7.36K | 0.75% |
| ASSETMARK, INC | 145.24K | Jun 30, 26 | -147.56K | 0.63% |
| MMA ASSET MANAGEMENT LLC | 138.62K | Jun 30, 26 | -2.48K | 0.60% |
| Purpose Unlimited Inc. | 135.97K | Jun 30, 26 | -3.32K | 0.59% |
| FLOW TRADERS U.S. LLC | 105.77K | Jun 30, 26 | -166.44K | 0.46% |
| INNEALTA CAPITAL, LLC | 101.40K | Jun 30, 26 | -- | 0.44% |
| MERIDIAN INVESTMENT COUNSEL INC. | 68.58K | Jun 30, 26 | -700 | 0.30% |
| Quantinno Capital Management LP | 61.86K | Jun 30, 26 | -2.12K | 0.27% |
| ROYAL BANK OF CANADA | 56.11K | Jun 30, 26 | +3.62K | 0.24% |
| CITADEL ADVISORS LLC | 52.03K | Jun 30, 26 | +17.56K | 0.23% |
| Beacon Pointe Advisors, LLC | 44.51K | Jun 30, 26 | -- | 0.19% |
| Avestar Capital, LLC | 43.23K | Jun 30, 26 | -4.28K | 0.19% |
| CI Private Wealth, LLC | 34.12K | Jun 30, 26 | -2.13K | 0.15% |
| CABOT WEALTH MANAGEMENT INC | 33.09K | Jun 30, 26 | -19.74K | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.41K | Jun 30, 26 | +27.41K | 0.12% |
| Farther Finance Advisors, LLC | 25.65K | Jun 30, 26 | +25.65K | 0.11% |
| HSBC HOLDINGS PLC | 24.11K | Jun 30, 26 | +11.79K | 0.10% |
| GTS SECURITIES LLC | 23.56K | Jun 30, 26 | +14.70K | 0.10% |
| JANE STREET GROUP, LLC | 22.28K | Jun 30, 26 | -120.95K | 0.10% |
| SYON CAPITAL LLC | 20.20K | Jun 30, 26 | +15 | 0.09% |
| PRINCIPAL SECURITIES, INC. | 19.27K | Jun 30, 26 | -26.69K | 0.08% |
| HRT FINANCIAL LP | 18.21K | Jun 30, 26 | +18.21K | 0.08% |
| Ashton Thomas Private Wealth, LLC | 16.84K | Jun 30, 26 | +8.78K | 0.07% |
| Beckerman Institutional, LLC | 16.14K | Jun 30, 26 | -- | 0.07% |
| Archford Capital Strategies, LLC | 14.27K | Jun 30, 26 | -26.57K | 0.06% |
| Envestnet Portfolio Solutions, Inc. | 13.86K | Jun 30, 26 | -11.23K | 0.06% |
| Transamerica Financial Advisors, Inc. | 13.51K | Jun 30, 26 | -2.47K | 0.06% |
| Wealthfront Advisers LLC | 13.19K | Jun 30, 26 | +561 | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 13.08K | Jun 30, 26 | -6.73K | 0.06% |
| Dynamic Wealth Strategies, LLC | 12.41K | Jun 30, 26 | +52 | 0.05% |
| Atria Investments, Inc | 11.78K | Jun 30, 26 | -4.48K | 0.05% |
| NATIONAL BANK OF CANADA /FI/ | 10.20K | Jun 30, 26 | +1.11K | 0.04% |
| Sentinus, LLC | 10.14K | Jun 30, 26 | -6.61K | 0.04% |
| United Asset Strategies, Inc. | 9.25K | Jun 30, 26 | +1.57K | 0.04% |
| Rockefeller Capital Management L.P. | 9.20K | Jun 30, 26 | +1.26K | 0.04% |
| SWMG, LLC | 8.98K | Jun 30, 26 | -2.59K | 0.04% |
| MML INVESTORS SERVICES, LLC | 8.96K | Jun 30, 26 | -4.23K | 0.04% |
| THRIVENT FINANCIAL FOR LUTHERANS | 8.07K | Jun 30, 26 | -30.15K | 0.03% |
| Bank of New York Mellon Corp | 7.94K | Jun 30, 26 | -7.50K | 0.03% |
| Ackerman Asset Management, LLC | 7.69K | Jun 30, 26 | -- | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.63K | Jun 30, 26 | -- | 0.03% |
| Sanctuary Advisors, LLC | 6.52K | Jun 30, 26 | -225 | 0.03% |
| Cetera Investment Advisers | 6.32K | Jun 30, 26 | -3.21K | 0.03% |
| Simplicity Wealth,LLC | 6.30K | Jun 30, 26 | +6.30K | 0.03% |
| FMR LLC | 6.25K | Jun 30, 26 | +575 | 0.03% |
| CHOREO, LLC | 6.24K | Jun 30, 26 | +73 | 0.03% |
| Ledyard National Bank | 5.86K | Jun 30, 26 | -112 | 0.03% |
| D. E. Shaw & Co., Inc. | 5.78K | Jun 30, 26 | -100 | 0.03% |
| RAYMOND JAMES FINANCIAL INC | 5.78K | Jun 30, 26 | +5.78K | 0.03% |
| Global Retirement Partners, LLC | 4.50K | Jun 30, 26 | +4.50K | 0.02% |
| BAYBAN | 4.44K | Jun 30, 26 | -- | 0.02% |
| LRI Investments, LLC | 4.00K | Jun 30, 26 | +4.00K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.51K | Jun 30, 26 | +3.51K | 0.02% |
| HARBOR CAPITAL ADVISORS, INC. | 3.34K | Jun 30, 26 | +3.34K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 3.29K | Jun 30, 26 | -2.26K | 0.01% |
| Triumph Capital Management | 3.26K | Jun 30, 26 | +113 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.38K | Jun 30, 26 | +64 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.45K | Jun 30, 26 | -1.62K | 0.01% |
| Integrated Wealth Concepts LLC | 1.44K | Jun 30, 26 | -50.43K | 0.01% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.28K | Jun 30, 26 | -- | 0.01% |
| AlphaCore Capital LLC | 1.16K | Jun 30, 26 | -- | 0.01% |
| FWL INVESTMENT MANAGEMENT, LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 1.00K | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 974 | Jun 30, 26 | -- | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 827 | Jun 30, 26 | -- | 0.00% |
| Register Financial Advisors LLC | 766 | Jun 30, 26 | +766 | 0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA | 712 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 691 | Jun 30, 26 | -348 | 0.00% |
| FIFTH THIRD BANCORP | 678 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 606 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 480 | Jun 30, 26 | -864 | 0.00% |
| Russell Investments Group, Ltd. | 432 | Jun 30, 26 | -63 | 0.00% |
| Cape Investment Advisory, Inc. | 306 | Jun 30, 26 | +306 | 0.00% |
| IFP Advisors, Inc | 303 | Jun 30, 26 | +198 | 0.00% |
| HUNTINGTON NATIONAL BANK | 286 | Jun 30, 26 | +286 | 0.00% |
| LifeSteps Financial, Inc. | 277 | Jun 30, 26 | +277 | 0.00% |
| FRANKLIN RESOURCES INC | 192 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 167 | Jun 30, 26 | +167 | 0.00% |
| Ronald Blue Trust, Inc. | 143 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 107 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 106 | Jun 30, 26 | -- | 0.00% |
| Tidemark, LLC | 103 | Jun 30, 26 | -68 | 0.00% |
| WELLS FARGO & COMPANY/MN | 95 | Jun 30, 26 | -126 | 0.00% |
| Rossby Financial, LCC | 81 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 62 | Jun 30, 26 | +62 | 0.00% |
| US BANCORP \DE\ | 58 | Jun 30, 26 | -171 | 0.00% |
| NewEdge Advisors, LLC | 40 | Jun 30, 26 | +40 | 0.00% |
| VANGUARD ADVISERS INC | 9 | Jun 30, 26 | +9 | 0.00% |
| Dunhill Financial, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | -- | Jun 30, 26 | -9.38K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -165 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -7 | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -57 | -- |
| Resources Investment Advisors, LLC. | -- | Jun 30, 26 | -6.03K | -- |
| Janus Henderson Group Ltd. | 1.52M | Mar 31, 26 | -87.53K | 6.58% |
| CWM, LLC | 778 | Mar 31, 26 | +736 | 0.00% |
| COMERICA BANK | 678 | Dec 31, 25 | -60 | 0.00% |
| Siligmueller & Norvid Wealth Advisors LLC | 17.50K | Sep 30, 25 | +17.50K | 0.08% |
| Abich Financial Wealth Management LLC | 10 | Sep 30, 25 | +10 | 0.00% |
| Congress Wealth Management LLC / DE / | 871.93K | Jun 30, 25 | +4.80K | 3.78% |
| Proquility Private Wealth Partners, LLC | 270.87K | Mar 31, 25 | -20.15K | 1.17% |
| Morningstar Investment Services LLC | 82.46K | Mar 31, 25 | -67.88K | 0.36% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -1.48K | -- |
| VONTOBEL ASSET MANAGEMENT INC | 107.70K | Mar 31, 24 | -- | 0.47% |
| Karp Capital Management Corp | -- | Sep 30, 22 | -165.36K | -- |
| CPWM, LLC | -- | Sep 30, 22 | -50.89K | -- |
| Pinnacle Advisory Group, Inc. | 1.70M | Mar 31, 21 | +1.09M | 7.37% |
| Advisor Group, Inc. | 1.63K | Dec 31, 19 | +1.63K | 0.01% |
