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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Paragon Capital Management Ltd | 223.47K | Sep 30, 26 | +831 | 0.29% |
| Bison Wealth, LLC | 104.89K | Sep 30, 26 | -8.20K | 0.14% |
| Matrix Trust Co | 40.72K | Sep 30, 26 | +16.83K | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 34.45K | Sep 30, 26 | +739 | 0.05% |
| General Partner, Inc. | 30.30K | Sep 30, 26 | -- | 0.04% |
| Boltwood Capital Management | 12.43K | Sep 30, 26 | -- | 0.02% |
| Insight Wealth Strategies, LLC | 8.75K | Sep 30, 26 | -- | 0.01% |
| GK Wealth Management LLC | 1.84K | Sep 30, 26 | +1.84K | 0.00% |
| Farther Finance Advisors, LLC | 916 | Sep 30, 26 | +241 | 0.00% |
| GAMMA Investing LLC | 259 | Sep 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 64 | Sep 30, 26 | +64 | 0.00% |
| CX Institutional | -- | Sep 30, 26 | -219 | -- |
| BOS Asset Management, LLC | -- | Sep 30, 26 | -8.78K | -- |
| BANK OF AMERICA CORP /DE/ | 14.06M | Jun 30, 26 | +361.12K | 18.45% |
| MORGAN STANLEY | 8.40M | Jun 30, 26 | +703.26K | 11.02% |
| Fisher Asset Management, LLC | 5.50M | Jun 30, 26 | +1.40M | 7.22% |
| 3EDGE Asset Management, LP | 2.99M | Jun 30, 26 | +2.99M | 3.92% |
| FRANKLIN RESOURCES INC | 2.60M | Jun 30, 26 | -357.85K | 3.41% |
| JPMORGAN CHASE & CO | 2.47M | Jun 30, 26 | +2.25M | 3.24% |
| Cresset Asset Management, LLC | 1.43M | Jun 30, 26 | +683.48K | 1.88% |
| CITADEL ADVISORS LLC | 1.13M | Jun 30, 26 | +1.06M | 1.48% |
| AMERIPRISE FINANCIAL INC | 749.49K | Jun 30, 26 | +44.93K | 0.98% |
| Jupiter Topco LLC | 660.35K | Jun 30, 26 | +660.35K | 0.87% |
| UBS Group AG | 613.80K | Jun 30, 26 | +190.14K | 0.81% |
| ENVESTNET ASSET MANAGEMENT INC | 590.26K | Jun 30, 26 | -605.84K | 0.77% |
| PRINCIPAL FINANCIAL GROUP INC | 589.47K | Jun 30, 26 | -72.15K | 0.77% |
| Arvest Bank Trust Division | 501.11K | Jun 30, 26 | -4.98K | 0.66% |
| GOLDMAN SACHS GROUP INC | 472.42K | Jun 30, 26 | +463.88K | 0.62% |
| AGF MANAGEMENT LTD | 395.98K | Jun 30, 26 | +1.35K | 0.52% |
| Impact Partnership Wealth, LLC | 357.56K | Jun 30, 26 | +29.23K | 0.47% |
| ROYAL BANK OF CANADA | 346.85K | Jun 30, 26 | +153.55K | 0.46% |
| Steward Partners Investment Advisory, LLC | 344.71K | Jun 30, 26 | -5.89K | 0.45% |
| PRINCIPAL SECURITIES, INC. | 337.94K | Jun 30, 26 | +54.97K | 0.44% |
| Rainwater Charitable Foundation | 328.74K | Jun 30, 26 | -- | 0.43% |
| Morningstar Investment Management LLC | 328.51K | Jun 30, 26 | -- | 0.43% |
| HARBOR CAPITAL ADVISORS, INC. | 321.74K | Jun 30, 26 | -9.99K | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 313.27K | Jun 30, 26 | -5.99K | 0.41% |
| Toroso Investments, LLC | 296.06K | Jun 30, 26 | -1.14K | 0.39% |
| Cambridge Investment Research Advisors, Inc. | 280.74K | Jun 30, 26 | +270.80K | 0.37% |
| BANK OF MONTREAL /CAN/ | 273.33K | Jun 30, 26 | -56.17K | 0.36% |
| Janney Montgomery Scott LLC | 251.16K | Jun 30, 26 | -100.72K | 0.33% |
| SIMON QUICK ADVISORS, LLC | 237.03K | Jun 30, 26 | -1.16K | 0.31% |
| LPL Financial LLC | 221.62K | Jun 30, 26 | -456.20K | 0.29% |
| EP Wealth Advisors, LLC | 211.69K | Jun 30, 26 | +197.37K | 0.28% |
| ARVEST INVESTMENTS, INC. | 206.36K | Jun 30, 26 | +8.07K | 0.27% |
| Trilogy Capital Inc. | 202.41K | Jun 30, 26 | +11.21K | 0.27% |
| ATLAS CAPITAL ADVISORS LLC | 194.99K | Jun 30, 26 | +279 | 0.26% |
| ES4, LLC | 193.48K | Jun 30, 26 | -- | 0.25% |
| INNEALTA CAPITAL, LLC | 189.98K | Jun 30, 26 | -- | 0.25% |
| Zurich Insurance Group Ltd/FI | 170.04K | Jun 30, 26 | -- | 0.22% |
| Kensington Asset Management, LLC | 158.04K | Jun 30, 26 | +77.10K | 0.21% |
| MML INVESTORS SERVICES, LLC | 153.43K | Jun 30, 26 | +46.25K | 0.20% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 143.28K | Jun 30, 26 | +12.07K | 0.19% |
| BROWN ADVISORY INC | 143.14K | Jun 30, 26 | +143.14K | 0.19% |
| MMA ASSET MANAGEMENT LLC | 132.32K | Jun 30, 26 | -1.64K | 0.17% |
| Westview Management dba Westview Investment Advisors | 124.36K | Jun 30, 26 | -1.67K | 0.16% |
| Bison Wealth, LLC | 113.09K | Jun 30, 26 | -25.11K | 0.15% |
| Clear Creek Financial Management, LLC | 107.05K | Jun 30, 26 | +28.46K | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 106.18K | Jun 30, 26 | -220.64K | 0.14% |
| Portside Wealth Group, LLC | 101.95K | Jun 30, 26 | +101.95K | 0.13% |
| Madison Asset Management, LLC | 98.51K | Jun 30, 26 | -116.82K | 0.13% |
| Federation des caisses Desjardins du Quebec | 98.30K | Jun 30, 26 | -13.00K | 0.13% |
| RiverFront Investment Group, LLC | 94.44K | Jun 30, 26 | -653.01K | 0.12% |
| MENORA MIVTACHIM HOLDINGS LTD. | 89.00K | Jun 30, 26 | +70.00K | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86.27K | Jun 30, 26 | +67.18K | 0.11% |
| Cetera Investment Advisers | 84.16K | Jun 30, 26 | -1.79K | 0.11% |
| Avestar Capital, LLC | 81.44K | Jun 30, 26 | -6.77K | 0.11% |
| CERTIOR FINANCIAL GROUP, LLC | 74.64K | Jun 30, 26 | +74.64K | 0.10% |
| FIFTH THIRD BANCORP | 71.11K | Jun 30, 26 | -4.75K | 0.09% |
| PGIM Custom Harvest LLC | 66.73K | Jun 30, 26 | +5.01K | 0.09% |
| Alliance Wealth Advisors, LLC /UT | 65.21K | Jun 30, 26 | +65.21K | 0.09% |
| Accordant Advisory Group Inc | 60.96K | Jun 30, 26 | -111.85K | 0.08% |
| Cerity Partners LLC | 58.40K | Jun 30, 26 | +46.58K | 0.08% |
| Altman Advisors, Inc. | 57.10K | Jun 30, 26 | -793 | 0.07% |
| MAI Capital Management | 53.06K | Jun 30, 26 | +52.56K | 0.07% |
| Advisor OS, LLC | 50.34K | Jun 30, 26 | +50.34K | 0.07% |
| MGO ONE SEVEN LLC | 49.65K | Jun 30, 26 | -4.68K | 0.07% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 49.04K | Jun 30, 26 | +9.01K | 0.06% |
| Principia Wealth Advisory, LLC | 48.51K | Jun 30, 26 | +2.18K | 0.06% |
| Almanack Investment Partners, LLC. | 45.87K | Jun 30, 26 | -6.87K | 0.06% |
| Mariner, LLC | 41.57K | Jun 30, 26 | +6.52K | 0.05% |
| BLAIR WILLIAM & CO/IL | 40.46K | Jun 30, 26 | +12.60K | 0.05% |
| Providence First Trust Co | 39.17K | Jun 30, 26 | +39.17K | 0.05% |
| RFG Advisory, LLC | 38.91K | Jun 30, 26 | +38.91K | 0.05% |
| Quantinno Capital Management LP | 37.71K | Jun 30, 26 | -340 | 0.05% |
| HighTower Advisors, LLC | 35.11K | Jun 30, 26 | -15.92K | 0.05% |
| Ashton Thomas Private Wealth, LLC | 34.76K | Jun 30, 26 | +13.19K | 0.05% |
| Vontobel Holding Ltd. | 34.10K | Jun 30, 26 | -- | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33.72K | Jun 30, 26 | +22.76K | 0.04% |
| Vident Advisory, LLC | 33.53K | Jun 30, 26 | -3.95K | 0.04% |
| Resources Investment Advisors, LLC. | 33.17K | Jun 30, 26 | -52.78K | 0.04% |
| Pensionmark Financial Group, LLC | 30.91K | Jun 30, 26 | -1.27K | 0.04% |
| Wealthfront Advisers LLC | 29.81K | Jun 30, 26 | +4.70K | 0.04% |
| Asset One Wealth Management LLC | 29.29K | Jun 30, 26 | +1.13K | 0.04% |
| Wallace Advisory Group, LLC | 29.18K | Jun 30, 26 | +29.18K | 0.04% |
| HSBC HOLDINGS PLC | 28.84K | Jun 30, 26 | +8.18K | 0.04% |
| Zinnia Wealth Advisory, LLC | 28.23K | Jun 30, 26 | +15 | 0.04% |
| Belpointe Asset Management LLC | 24.77K | Jun 30, 26 | -12.15K | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 22.58K | Jun 30, 26 | +15.97K | 0.03% |
| Diversify Advisory Services, LLC | 22.58K | Jun 30, 26 | +22.58K | 0.03% |
| THRIVENT FINANCIAL FOR LUTHERANS | 21.18K | Jun 30, 26 | +21.18K | 0.03% |
| Mittelman Wealth Management | 20.72K | Jun 30, 26 | -81.75K | 0.03% |
| CRUX WEALTH ADVISORS | 18.02K | Jun 30, 26 | -1.27K | 0.02% |
| WESCAP Management Group, Inc. | 17.90K | Jun 30, 26 | -- | 0.02% |
| Financial Network Wealth Advisors LLC | 16.16K | Jun 30, 26 | +16.16K | 0.02% |
| WELLS FARGO & COMPANY/MN | 14.53K | Jun 30, 26 | +12.53K | 0.02% |
| FIDUCIARY TRUST CO | 14.51K | Jun 30, 26 | -550 | 0.02% |
| Arsenal Capital Advisors LLC | 14.25K | Jun 30, 26 | -- | 0.02% |
| Prosperity Consulting Group, LLC | 14.14K | Jun 30, 26 | +14.14K | 0.02% |
| CHAPMAN FINANCIAL GROUP, LLC | 13.68K | Jun 30, 26 | -500 | 0.02% |
| IFP Advisors, Inc | 13.61K | Jun 30, 26 | +281 | 0.02% |
| NORDEN GROUP LLC | 13.40K | Jun 30, 26 | +13.40K | 0.02% |
| Ethos Financial Group, LLC | 13.14K | Jun 30, 26 | +13.14K | 0.02% |
| Ascension Capital Advisors, Inc. | 13.12K | Jun 30, 26 | +13.12K | 0.02% |
| Creative Planning | 12.92K | Jun 30, 26 | +536 | 0.02% |
| Atria Investments, Inc | 12.83K | Jun 30, 26 | +1.16K | 0.02% |
| TUDOR INVESTMENT CORP ET AL | 12.73K | Jun 30, 26 | +12.73K | 0.02% |
| Cyndeo Wealth Partners, LLC | 12.64K | Jun 30, 26 | +12.64K | 0.02% |
| Rockefeller Capital Management L.P. | 12.63K | Jun 30, 26 | +1.09K | 0.02% |
| PACES FERRY WEALTH ADVISORS, LLC | 12.53K | Jun 30, 26 | +1.15K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 11.89K | Jun 30, 26 | +6.07K | 0.02% |
| Colony Group, LLC | 11.45K | Jun 30, 26 | -27.05K | 0.02% |
| Yoffe Investment Management, LLC | 11.41K | Jun 30, 26 | -- | 0.01% |
| Baird Financial Group, Inc. | 10.62K | Jun 30, 26 | -55 | 0.01% |
| Sanctuary Advisors, LLC | 10.61K | Jun 30, 26 | -392 | 0.01% |
| Auour Investments LLC | 10.39K | Jun 30, 26 | +3.97K | 0.01% |
| Western Wealth Management, LLC | 10.26K | Jun 30, 26 | -226 | 0.01% |
| EverSource Wealth Advisors, LLC | 10.03K | Jun 30, 26 | -17.95K | 0.01% |
| Delap Wealth Advisory, LLC | 9.56K | Jun 30, 26 | -- | 0.01% |
| Essential Partners LLC | 9.36K | Jun 30, 26 | +77 | 0.01% |
| Coastal Bridge Advisors, LLC | 9.27K | Jun 30, 26 | -- | 0.01% |
| CHOREO, LLC | 8.97K | Jun 30, 26 | +4 | 0.01% |
| Koshinski Asset Management, Inc. | 8.94K | Jun 30, 26 | +271 | 0.01% |
| United Asset Strategies, Inc. | 8.66K | Jun 30, 26 | +1.30K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8.64K | Jun 30, 26 | +417 | 0.01% |
| CI Private Wealth, LLC | 8.33K | Jun 30, 26 | +8.33K | 0.01% |
| Arta Finance Wealth Management LLC | 7.77K | Jun 30, 26 | +1.28K | 0.01% |
| Arkadios Wealth Advisors | 7.62K | Jun 30, 26 | -257 | 0.01% |
| Global Retirement Partners, LLC | 7.43K | Jun 30, 26 | +7.43K | 0.01% |
| Bank of New York Mellon Corp | 7.08K | Jun 30, 26 | +7.08K | 0.01% |
| REGIMEN WEALTH, LLC | 7.04K | Jun 30, 26 | +7.04K | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.59K | Jun 30, 26 | +77 | 0.01% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 6.59K | Jun 30, 26 | -- | 0.01% |
| Valor Advisors LLC | 6.31K | Jun 30, 26 | +6.31K | 0.01% |
| BEACON HILL WEALTH MANAGEMENT LTD. | 6.08K | Jun 30, 26 | +6.08K | 0.01% |
| Crewe Advisors LLC | 6.05K | Jun 30, 26 | +6.05K | 0.01% |
| Premier Path Wealth Partners, LLC | 5.80K | Jun 30, 26 | -- | 0.01% |
| StoneX Group Inc. | 5.78K | Jun 30, 26 | +5.78K | 0.01% |
| FMR LLC | 5.75K | Jun 30, 26 | +624 | 0.01% |
| Geneos Wealth Management Inc. | 5.67K | Jun 30, 26 | -281 | 0.01% |
| BCI SECURITIES, INC. | 5.49K | Jun 30, 26 | +5.49K | 0.01% |
| Equita Financial Network, Inc. | 5.42K | Jun 30, 26 | +5.42K | 0.01% |
| WULFF, HANSEN & CO. | 5.09K | Jun 30, 26 | +5.09K | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 4.94K | Jun 30, 26 | -610 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.75K | Jun 30, 26 | +28 | 0.01% |
| BAYBAN | 4.14K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 3.61K | Jun 30, 26 | +3.61K | 0.00% |
| Harel Insurance Investments & Financial Services Ltd. | 3.40K | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.76K | Jun 30, 26 | -150 | 0.00% |
| SRS Capital Advisors, Inc. | 2.50K | Jun 30, 26 | +2.50K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.43K | Jun 30, 26 | -- | 0.00% |
| EXCHANGE TRADED CONCEPTS, LLC | 2.31K | Jun 30, 26 | +2.31K | 0.00% |
| Sage Mountain Advisors LLC | 2.13K | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 2.05K | Jun 30, 26 | +2.05K | 0.00% |
| Clean Yield Group | 1.75K | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| Capital Investment Advisory Services, LLC | 1.20K | Jun 30, 26 | +1.20K | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.19K | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 1.03K | Jun 30, 26 | +866 | 0.00% |
| Buck Wealth Strategies, LLC | 984 | Jun 30, 26 | +984 | 0.00% |
| AE Wealth Management LLC | 821 | Jun 30, 26 | -267 | 0.00% |
| PlanVest Financial, Inc | 785 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 695 | Jun 30, 26 | +695 | 0.00% |
| Intesa Sanpaolo Wealth Management | 656 | Jun 30, 26 | +656 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 619 | Jun 30, 26 | -- | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 557 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 522 | Jun 30, 26 | +335 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 498 | Jun 30, 26 | +498 | 0.00% |
| CITIGROUP INC | 462 | Jun 30, 26 | +318 | 0.00% |
| Bare Financial Services, Inc | 432 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 415 | Jun 30, 26 | +415 | 0.00% |
| ADIRONDACK TRUST CO | 408 | Jun 30, 26 | -- | 0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA | 369 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 350 | Jun 30, 26 | -3.68K | 0.00% |
| ASSETMARK, INC | 347 | Jun 30, 26 | +139 | 0.00% |
| Medallion Wealth Advisors, LLC | 260 | Jun 30, 26 | -200 | 0.00% |
| ROGCO, LP | 236 | Jun 30, 26 | +236 | 0.00% |
| Ronald Blue Trust, Inc. | 205 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 200 | Jun 30, 26 | +200 | 0.00% |
| Keating Financial Advisory Services, Inc. | 175 | Jun 30, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 153 | Jun 30, 26 | -487.17K | 0.00% |
| Capital Analysts, LLC | 121 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 118 | Jun 30, 26 | +96 | 0.00% |
| HHM Wealth Advisors, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Hara Capital LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 96 | Jun 30, 26 | -9 | 0.00% |
| Newbridge Financial Services Group, Inc. | 80 | Jun 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 78 | Jun 30, 26 | -- | 0.00% |
| Fairman Group, LLC | 67 | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 61 | Jun 30, 26 | +61 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 58 | Jun 30, 26 | +58 | 0.00% |
| Allworth Financial LP | 52 | Jun 30, 26 | +17 | 0.00% |
| Rossby Financial, LCC | 50 | Jun 30, 26 | -- | 0.00% |
| Indiana Trust & Investment Management CO | 49 | Jun 30, 26 | +49 | 0.00% |
| AlphaCore Capital LLC | 46 | Jun 30, 26 | -33 | 0.00% |
| Parallel Advisors, LLC | 30 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 22 | Jun 30, 26 | +22 | 0.00% |
| Kingdom Financial Group LLC. | 6 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 3 | Jun 30, 26 | -- | 0.00% |
| Independent Advisor Alliance | -- | Jun 30, 26 | -16.67K | -- |
| TD PRIVATE CLIENT WEALTH LLC | -- | Jun 30, 26 | -924 | -- |
| STIFEL FINANCIAL CORP | -- | Jun 30, 26 | -25.69K | -- |
| Cercano Management LLC | -- | Jun 30, 26 | -146.61K | -- |
| TRUIST FINANCIAL CORP | -- | Jun 30, 26 | -17.70K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -66.72K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Jun 30, 26 | -9.39K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -6.29K | -- |
| Spire Wealth Management | -- | Jun 30, 26 | -59 | -- |
| PRIVATE TRUST CO NA | -- | Jun 30, 26 | -137 | -- |
| Tidemark, LLC | -- | Jun 30, 26 | -35 | -- |
| Lloyd Advisory Services, LLC. | -- | Jun 30, 26 | -6 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -731 | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -52.56K | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -6.62K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -280 | -- |
| Virtus Family Office LLC | -- | Jun 30, 26 | -22.34K | -- |
| WILEY BROS.-AINTREE CAPITAL, LLC | -- | Jun 30, 26 | -8.33K | -- |
| Janus Henderson Group Ltd. | 564.00K | Mar 31, 26 | -210.35K | 0.74% |
| Opes Wealth Management LLC | 201.11K | Mar 31, 26 | +13.47K | 0.26% |
| CWM, LLC | 1.47K | Mar 31, 26 | -41.99K | 0.00% |
| Sunbelt Securities, Inc. | 1.15K | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 39.02K | Dec 31, 25 | +1.41K | 0.05% |
| Abich Financial Wealth Management LLC | 160.96K | Sep 30, 25 | +160.96K | 0.21% |
| Congress Wealth Management LLC / DE / | 321.98K | Jun 30, 25 | -3.25K | 0.42% |
| Proquility Private Wealth Partners, LLC | 242.85K | Mar 31, 25 | +74.08K | 0.32% |
| Sandy Spring Bank | 100 | Mar 31, 25 | +100 | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 72 | Mar 31, 25 | -- | 0.00% |
| Madison Investment Advisors, LLC | 693.41K | Dec 31, 24 | +693.41K | 0.91% |
| Bison Wealth, LLC | -- | Dec 31, 24 | -8.70K | -- |
| RAYMOND JAMES & ASSOCIATES | 241.49K | Sep 30, 24 | -4.23K | 0.32% |
| Raymond James Financial Services Advisors, Inc. | 130.59K | Sep 30, 24 | -216.57K | 0.17% |
| Source Financial Advisors LLC | 6.67K | Sep 30, 24 | +6.67K | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 605.19K | Jun 30, 24 | +393.58K | 0.79% |
| ARVEST TRUST CO N A | 522.80K | Jun 30, 24 | +2.64K | 0.69% |
| VONTOBEL ASSET MANAGEMENT INC | 81.30K | Mar 31, 24 | -10.00K | 0.11% |
| DFPG INVESTMENTS, LLC | 9.07K | Dec 31, 23 | -25.45K | 0.01% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | -- | Dec 31, 23 | -105.36K | -- |
| KCS Wealth Advisory | 24.73K | Sep 30, 23 | -15.78K | 0.03% |
| Wealth Management Solutions, LLC | 11.51K | Sep 30, 23 | +3.50K | 0.02% |
| AGF INVESTMENTS INC. | 454.94K | Sep 30, 22 | -33.80K | 0.60% |
| CPWM, LLC | -- | Sep 30, 22 | -39.33K | -- |
| Kore Private Wealth LLC | -- | Sep 30, 22 | -8.56K | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -636 | -- |
| Pinnacle Advisory Group, Inc. | 437.26K | Mar 31, 21 | +71.90K | 0.57% |
| AFAM CAPITAL, INC. | 62.00K | Sep 30, 18 | +62.00K | 0.08% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
