FSEP(FSEP)
FSEP
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 733.90K | Mar 31, 26 | +733.90K | 3.09% |
| ENVESTNET ASSET MANAGEMENT INC | 487.95K | Mar 31, 26 | -18.93K | 2.06% |
| CWM, LLC | 425.05K | Mar 31, 26 | -27.20K | 1.79% |
| Cetera Investment Advisers | 368.07K | Mar 31, 26 | -13.26K | 1.55% |
| ASSETMARK, INC | 279.99K | Mar 31, 26 | +28.72K | 1.18% |
| ADVISOR GROUP HOLDINGS, INC. | 278.92K | Mar 31, 26 | -29.61K | 1.18% |
| LPL Financial LLC | 240.64K | Mar 31, 26 | -3.12K | 1.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 203.06K | Mar 31, 26 | -95.90K | 0.86% |
| RAYMOND JAMES FINANCIAL INC | 196.08K | Mar 31, 26 | -22.49K | 0.83% |
| Kestra Advisory Services, LLC | 162.44K | Mar 31, 26 | +18.47K | 0.68% |
| Atria Investments, Inc | 145.84K | Mar 31, 26 | +2.71K | 0.61% |
| REAP Financial Group, LLC | 137.97K | Mar 31, 26 | -815 | 0.58% |
| Strategic Blueprint, LLC | 103.77K | Mar 31, 26 | +1.16K | 0.44% |
| NewEdge Advisors, LLC | 102.44K | Mar 31, 26 | +87.59K | 0.43% |
| Keystone Wealth Services, LLC | 94.28K | Mar 31, 26 | +94.28K | 0.40% |
| 1776 Wealth LLC | 73.41K | Mar 31, 26 | -- | 0.31% |
| HARBOUR INVESTMENTS, INC. | 73.13K | Mar 31, 26 | +8.75K | 0.31% |
| Prospera Financial Services Inc | 69.44K | Mar 31, 26 | +517 | 0.29% |
| Cambridge Investment Research Advisors, Inc. | 68.37K | Mar 31, 26 | +4.04K | 0.29% |
| MML INVESTORS SERVICES, LLC | 67.68K | Mar 31, 26 | +645 | 0.29% |
| CreativeOne Wealth, LLC | 67.34K | Mar 31, 26 | -5.88K | 0.28% |
| Fragasso Group Inc. | 61.30K | Mar 31, 26 | -268 | 0.26% |
| Integrity Financial Corp /WA | 43.04K | Mar 31, 26 | -428 | 0.18% |
| ERn Financial, LLC | 43.02K | Mar 31, 26 | -1.90K | 0.18% |
| Signal Advisors Wealth, LLC | 37.73K | Mar 31, 26 | +1.53K | 0.16% |
| Steward Partners Investment Advisory, LLC | 36.70K | Mar 31, 26 | -50 | 0.15% |
| Rockefeller Capital Management L.P. | 34.37K | Mar 31, 26 | +12.99K | 0.14% |
| Gerber Kawasaki Wealth & Investment Management | 32.27K | Mar 31, 26 | -1.73K | 0.14% |
| Sloy Dahl & Holst, LLC | 30.48K | Mar 31, 26 | -- | 0.13% |
| Family Wealth Group, LLC | 28.88K | Mar 31, 26 | -1.19K | 0.12% |
| FOUNDERS FINANCIAL SECURITIES LLC | 28.75K | Mar 31, 26 | +2.47K | 0.12% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 27.85K | Mar 31, 26 | +859 | 0.12% |
| Janney Montgomery Scott LLC | 27.15K | Mar 31, 26 | +294 | 0.11% |
| McKinley Carter Wealth Services, Inc. | 26.41K | Mar 31, 26 | -- | 0.11% |
| TRUIST FINANCIAL CORP | 25.95K | Mar 31, 26 | -173 | 0.11% |
| Mariner, LLC | 25.45K | Mar 31, 26 | +8.15K | 0.11% |
| Bleakley Financial Group, LLC | 24.70K | Mar 31, 26 | -- | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.57K | Mar 31, 26 | +24.57K | 0.10% |
| BECK CAPITAL MANAGEMENT, LLC | 24.47K | Mar 31, 26 | +2.69K | 0.10% |
| Octavia Wealth Advisors, LLC | 24.45K | Mar 31, 26 | -902 | 0.10% |
| ROYAL BANK OF CANADA | 24.06K | Mar 31, 26 | -626 | 0.10% |
| Accel Wealth Management | 23.18K | Mar 31, 26 | -- | 0.10% |
| LEGACY SOLUTIONS, LLC | 23.09K | Mar 31, 26 | -- | 0.10% |
| American Alpha Advisors, LLC | 22.46K | Mar 31, 26 | -8 | 0.09% |
| MGO ONE SEVEN LLC | 22.02K | Mar 31, 26 | -451 | 0.09% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 21.71K | Mar 31, 26 | -1 | 0.09% |
| Wood Tarver Financial Group, LLC | 21.54K | Mar 31, 26 | +2.89K | 0.09% |
| CENTAURUS FINANCIAL, INC. | 21.11K | Mar 31, 26 | -- | 0.09% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 20.10K | Mar 31, 26 | -7.30K | 0.08% |
| Clear Creek Financial Management, LLC | 19.18K | Mar 31, 26 | -1.00K | 0.08% |
| VestGen Advisors, LLC | 18.93K | Mar 31, 26 | +18.93K | 0.08% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 18.90K | Mar 31, 26 | -750 | 0.08% |
| SILVER OAK SECURITIES, INCORPORATED | 18.86K | Mar 31, 26 | -4 | 0.08% |
| COZAD ASSET MANAGEMENT INC | 18.77K | Mar 31, 26 | +634 | 0.08% |
| Hanlon Investment Management, Inc. | 17.67K | Mar 31, 26 | -1.48K | 0.07% |
| DHJJ Financial Advisors, Ltd. | 17.59K | Mar 31, 26 | -99 | 0.07% |
| BEACON FINANCIAL GROUP | 17.46K | Mar 31, 26 | -1.04K | 0.07% |
| CoreCap Advisors, LLC | 17.15K | Mar 31, 26 | -37 | 0.07% |
| Gallagher Fiduciary Advisors, LLC | 16.30K | Mar 31, 26 | -1.33K | 0.07% |
| WEALTHGARDEN F.S. LLC | 16.16K | Mar 31, 26 | -- | 0.07% |
| Sanctuary Advisors, LLC | 16.14K | Mar 31, 26 | -2.16K | 0.07% |
| Concurrent Investment Advisors, LLC | 15.81K | Mar 31, 26 | +15.81K | 0.07% |
| KINGSWOOD WEALTH ADVISORS, LLC | 15.65K | Mar 31, 26 | -- | 0.07% |
| Beacon Pointe Advisors, LLC | 15.59K | Mar 31, 26 | -2.33K | 0.07% |
| RFG Advisory, LLC | 15.46K | Mar 31, 26 | +1.45K | 0.07% |
| Foundations Investment Advisors, LLC | 13.98K | Mar 31, 26 | -4.57K | 0.06% |
| Merit Financial Group, LLC | 13.81K | Mar 31, 26 | -8.11K | 0.06% |
| Evergreen Wealth Solutions, LLC | 13.68K | Mar 31, 26 | +510 | 0.06% |
| SWMG, LLC | 13.62K | Mar 31, 26 | -- | 0.06% |
| Brookstone Capital Management | 13.30K | Mar 31, 26 | -1.11K | 0.06% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 13.29K | Mar 31, 26 | +1.11K | 0.06% |
| Harvest Investment Services, LLC | 13.14K | Mar 31, 26 | -76 | 0.06% |
| ACT Advisors, LLC. | 12.47K | Mar 31, 26 | -- | 0.05% |
| Ignite Planners, LLC | 12.02K | Mar 31, 26 | -445 | 0.05% |
| Chris Bulman Inc | 11.59K | Mar 31, 26 | -1 | 0.05% |
| Mutual Advisors, LLC | 11.54K | Mar 31, 26 | -11 | 0.05% |
| WORLD EQUITY GROUP, INC. | 11.21K | Mar 31, 26 | -1.42K | 0.05% |
| OLD MISSION CAPITAL LLC | 10.32K | Mar 31, 26 | -2.80K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 10.23K | Mar 31, 26 | -3.03K | 0.04% |
| Sunbelt Securities, Inc. | 10.22K | Mar 31, 26 | +996 | 0.04% |
| Ameritas Advisory Services, LLC | 9.83K | Mar 31, 26 | +684 | 0.04% |
| CITADEL ADVISORS LLC | 9.66K | Mar 31, 26 | +9.66K | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 9.49K | Mar 31, 26 | +9.49K | 0.04% |
| NOVEM GROUP | 9.13K | Mar 31, 26 | -340 | 0.04% |
| Snowden Capital Advisors LLC | 9.12K | Mar 31, 26 | +678 | 0.04% |
| PARK AVENUE SECURITIES LLC | 8.83K | Mar 31, 26 | +157 | 0.04% |
| HighTower Advisors, LLC | 8.40K | Mar 31, 26 | -1 | 0.04% |
| MORGAN STANLEY | 8.35K | Mar 31, 26 | -- | 0.04% |
| TFB Advisors LLC | 8.30K | Mar 31, 26 | -8.50K | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8.28K | Mar 31, 26 | +8.28K | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.24K | Mar 31, 26 | -970 | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.16K | Mar 31, 26 | -1.51K | 0.03% |
| Catalina Capital Group, LLC | 7.77K | Mar 31, 26 | -- | 0.03% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 7.55K | Mar 31, 26 | -686 | 0.03% |
| INSIGNEO ADVISORY SERVICES, LLC | 7.49K | Mar 31, 26 | -1.13K | 0.03% |
| AE Wealth Management LLC | 7.32K | Mar 31, 26 | -111 | 0.03% |
| Summit Wealth Partners, LLC | 7.31K | Mar 31, 26 | -- | 0.03% |
| Gateway Wealth Partners, LLC | 6.87K | Mar 31, 26 | +6.87K | 0.03% |
| STEPHENS INC /AR/ | 6.70K | Mar 31, 26 | -16.72K | 0.03% |
| Sowell Financial Services LLC | 6.49K | Mar 31, 26 | -2.27K | 0.03% |
| Apollon Wealth Management, LLC | 6.22K | Mar 31, 26 | -158 | 0.03% |
| Noble Wealth Management PBC | 6.04K | Mar 31, 26 | -1.39K | 0.03% |
| SOA Wealth Advisors, LLC. | 6.03K | Mar 31, 26 | -5.40K | 0.03% |
| Share Andrew L. | 6.00K | Mar 31, 26 | -- | 0.03% |
| Allie Family Office LLC | 5.95K | Mar 31, 26 | -- | 0.03% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5.83K | Mar 31, 26 | -- | 0.02% |
| FIRST TRUST ADVISORS LP | 5.76K | Mar 31, 26 | +481 | 0.02% |
| Colony Group, LLC | 5.60K | Mar 31, 26 | -- | 0.02% |
| Csenge Advisory Group | 5.25K | Mar 31, 26 | +624 | 0.02% |
| NBC SECURITIES, INC. | 5.15K | Mar 31, 26 | -- | 0.02% |
| BROWN WEALTH MANAGEMENT, LLC | 5.10K | Mar 31, 26 | -- | 0.02% |
| FORTRESS PRIVATE LEDGER, LLC | 5.00K | Mar 31, 26 | -22 | 0.02% |
| Archer Investment Corp | 4.95K | Mar 31, 26 | -- | 0.02% |
| MBL Wealth, LLC | 4.93K | Mar 31, 26 | +4.93K | 0.02% |
| Envestnet Portfolio Solutions, Inc. | 4.85K | Mar 31, 26 | -441 | 0.02% |
| Prosperity Consulting Group, LLC | 4.84K | Mar 31, 26 | -- | 0.02% |
| Waverly Advisors, LLC | 4.67K | Mar 31, 26 | -- | 0.02% |
| Pensionmark Financial Group, LLC | 4.63K | Mar 31, 26 | -272 | 0.02% |
| Savvy Advisors, Inc. | 4.61K | Mar 31, 26 | -- | 0.02% |
| Sequent Planning LLC | 4.44K | Mar 31, 26 | -2 | 0.02% |
| Triad Wealth Partners, LLC | 4.36K | Mar 31, 26 | +4.36K | 0.02% |
| CITIZENS FINANCIAL GROUP INC/RI | 4.04K | Mar 31, 26 | -- | 0.02% |
| Ambassador Advisors, LLC | 3.99K | Mar 31, 26 | +3.99K | 0.02% |
| Avion Wealth | 3.95K | Mar 31, 26 | -- | 0.02% |
| IFP Advisors, Inc | 3.37K | Mar 31, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 3.26K | Mar 31, 26 | -450 | 0.01% |
| Capital Analysts, LLC | 3.01K | Mar 31, 26 | -- | 0.01% |
| Parallel Advisors, LLC | 3.00K | Mar 31, 26 | +2.50K | 0.01% |
| Tanglewood Legacy Advisors, LLC | 2.93K | Mar 31, 26 | -- | 0.01% |
| Darwin Wealth Management, LLC | 1.72K | Mar 31, 26 | -4.05K | 0.01% |
| BARCLAYS PLC | 1.62K | Mar 31, 26 | -1.28K | 0.01% |
| ALBION FINANCIAL GROUP /UT | 1.60K | Mar 31, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 1.50K | Mar 31, 26 | +1.50K | 0.01% |
| Glen Eagle Advisors, LLC | 1.30K | Mar 31, 26 | -- | 0.01% |
| Topsail Wealth Management, LLC | 1.14K | Mar 31, 26 | -- | 0.00% |
| Financial Network Wealth Advisors LLC | 1.12K | Mar 31, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 821 | Mar 31, 26 | +718 | 0.00% |
| WELLS FARGO & COMPANY/MN | 723 | Mar 31, 26 | +351 | 0.00% |
| PFS Partners, LLC | 675 | Mar 31, 26 | -- | 0.00% |
| Ameritas Investment Partners, Inc. | 500 | Mar 31, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 300 | Mar 31, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 258 | Mar 31, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 90 | Mar 31, 26 | -90 | 0.00% |
| Capital Investment Advisory Services, LLC | 18 | Mar 31, 26 | -138 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 16 | Mar 31, 26 | -1.73K | 0.00% |
| Smartleaf Asset Management LLC | 9 | Mar 31, 26 | -69 | 0.00% |
| Navis Wealth Advisors, LLC | -- | Mar 31, 26 | -3.96K | -- |
| GOLDMAN SACHS GROUP INC | -- | Mar 31, 26 | -4.60K | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -5.77K | -- |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | -- | Mar 31, 26 | -14.47K | -- |
| WINNOW WEALTH LLC | -- | Mar 31, 26 | -277 | -- |
| GTS SECURITIES LLC | -- | Mar 31, 26 | -4.00K | -- |
| Sigma Planning Corp | -- | Mar 31, 26 | -4.16K | -- |
| Diversify Advisory Services, LLC | -- | Mar 31, 26 | -8.28K | -- |
| Schulz Wealth, LTD. | 102.05K | Dec 31, 25 | -3.89K | 0.43% |
| Main Street Financial Solutions, LLC | 13.27K | Dec 31, 25 | -42 | 0.06% |
| Motiv8 Investments LLC | 9.33K | Dec 31, 25 | -435 | 0.04% |
| LM Advisors LLC | 738 | Dec 31, 25 | -9.26K | 0.00% |
| McCarthy & Cox | -- | Dec 31, 25 | -17.66K | -- |
| BRASS TAX WEALTH MANAGEMENT, INC | 4.67K | Sep 30, 25 | -- | 0.02% |
| Lion Street Advisors, LLC | -- | Sep 30, 25 | -14.90K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 4.94K | Jun 30, 25 | -554 | 0.02% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -36.10K | -- |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | -- | Dec 31, 24 | -111.72K | -- |
| Raymond James Financial Services Advisors, Inc. | 127.42K | Sep 30, 24 | -12.50K | 0.54% |
| RAYMOND JAMES & ASSOCIATES | 86.26K | Sep 30, 24 | +1.53K | 0.36% |
| Cetera Advisors LLC | 36.59K | Mar 31, 24 | +2.95K | 0.15% |
| Cetera Advisor Networks LLC | 29.28K | Mar 31, 24 | -13.10K | 0.12% |
| WEALTHSOURCE PARTNERS, LLC | 8.28K | Dec 31, 23 | -- | 0.03% |
| American Portfolios Advisors | 16.90K | Sep 30, 22 | +12.12K | 0.07% |
| Strategic Asset Management, LLC | 4.00K | Sep 30, 22 | +2.58K | 0.02% |
| B. Riley Wealth Management, Inc. | 28.53K | Jun 30, 22 | +3.33K | 0.12% |
| Newport Wealth Strategies, Inc. | 39.58K | Sep 30, 21 | +39.58K | 0.17% |
| Cascadia Advisory Services, LLC | 15.62K | Sep 30, 21 | -55.62K | 0.07% |
| OLD MISSION CAPITAL, LLC | 23.40K | Dec 31, 20 | +23.40K | 0.10% |