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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Invesco Ltd. | 723.72K | Jun 30, 26 | -- | 20.38% |
| MORGAN STANLEY | 301.71K | Jun 30, 26 | +53.42K | 8.50% |
| BANK OF AMERICA CORP /DE/ | 158.29K | Jun 30, 26 | -15.13K | 4.46% |
| AMERIPRISE FINANCIAL INC | 109.64K | Jun 30, 26 | +101.58K | 3.09% |
| RAYMOND JAMES FINANCIAL INC | 98.88K | Jun 30, 26 | +15.07K | 2.78% |
| NewEdge Advisors, LLC | 98.02K | Jun 30, 26 | +6.24K | 2.76% |
| LPL Financial LLC | 70.09K | Jun 30, 26 | -5.00K | 1.97% |
| Texas Yale Capital Corp. | 48.24K | Jun 30, 26 | +175 | 1.36% |
| Rockefeller Capital Management L.P. | 45.25K | Jun 30, 26 | +11.48K | 1.27% |
| ADVISOR GROUP HOLDINGS, INC. | 40.41K | Jun 30, 26 | +11.83K | 1.14% |
| Private Advisory Group LLC | 39.39K | Jun 30, 26 | -645 | 1.11% |
| TRUIST FINANCIAL CORP | 25.39K | Jun 30, 26 | +2.13K | 0.71% |
| Hudson Value Partners, LLC | 24.16K | Jun 30, 26 | +8.01K | 0.68% |
| Great Lakes Retirement, Inc. | 21.97K | Jun 30, 26 | +169 | 0.62% |
| Thayer Partners, LLC / MA | 19.09K | Jun 30, 26 | -- | 0.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.97K | Jun 30, 26 | +6.62K | 0.48% |
| Private Advisor Group, LLC | 16.96K | Jun 30, 26 | +599 | 0.48% |
| Summit Financial, LLC | 13.07K | Jun 30, 26 | +484 | 0.37% |
| UBS Group AG | 12.32K | Jun 30, 26 | +213 | 0.35% |
| SkyOak Wealth, LLC | 12.21K | Jun 30, 26 | -- | 0.34% |
| GOLDMAN SACHS GROUP INC | 8.94K | Jun 30, 26 | -14.28K | 0.25% |
| Cross Staff Investments Inc | 7.88K | Jun 30, 26 | +40 | 0.22% |
| Sanctuary Advisors, LLC | 7.53K | Jun 30, 26 | -19 | 0.21% |
| Kovitz Investment Group Partners, LLC | 7.52K | Jun 30, 26 | -- | 0.21% |
| HighTower Advisors, LLC | 6.48K | Jun 30, 26 | +741 | 0.18% |
| TWO SIGMA INVESTMENTS, LP | 6.10K | Jun 30, 26 | +6.10K | 0.17% |
| Cetera Investment Advisers | 5.69K | Jun 30, 26 | +674 | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 5.65K | Jun 30, 26 | -23 | 0.16% |
| MAI Capital Management | 4.84K | Jun 30, 26 | +4.43K | 0.14% |
| MML INVESTORS SERVICES, LLC | 4.28K | Jun 30, 26 | +999 | 0.12% |
| Janney Montgomery Scott LLC | 3.90K | Jun 30, 26 | +1.29K | 0.11% |
| Intellectus Partners, LLC | 3.70K | Jun 30, 26 | +150 | 0.10% |
| Strategic Blueprint, LLC | 3.17K | Jun 30, 26 | +43 | 0.09% |
| STIFEL FINANCIAL CORP | 2.95K | Jun 30, 26 | +290 | 0.08% |
| Integrated Wealth Concepts LLC | 2.94K | Jun 30, 26 | +966 | 0.08% |
| Prospera Financial Services Inc | 2.81K | Jun 30, 26 | -35 | 0.08% |
| Quartz Partners, LLC | 2.77K | Jun 30, 26 | +297 | 0.08% |
| Mariner, LLC | 2.77K | Jun 30, 26 | +700 | 0.08% |
| Equitable Holdings, Inc. | 2.47K | Jun 30, 26 | +1.07K | 0.07% |
| JANE STREET GROUP, LLC | 2.45K | Jun 30, 26 | +2.45K | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 2.45K | Jun 30, 26 | +399 | 0.07% |
| OPPENHEIMER & CO INC | 2.24K | Jun 30, 26 | +400 | 0.06% |
| Ruggiero Investments, Inc. | 2.12K | Jun 30, 26 | +48 | 0.06% |
| Retirement Planning Group | 1.92K | Jun 30, 26 | +129 | 0.05% |
| MGO ONE SEVEN LLC | 1.67K | Jun 30, 26 | +1.67K | 0.05% |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.66K | Jun 30, 26 | -8 | 0.05% |
| Atomi Financial Group, Inc. | 1.57K | Jun 30, 26 | -- | 0.04% |
| MATHER GROUP, LLC. | 1.50K | Jun 30, 26 | -- | 0.04% |
| Revisor Wealth Management LLC | 1.50K | Jun 30, 26 | +1.50K | 0.04% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1.46K | Jun 30, 26 | -- | 0.04% |
| J HAGAN CAPITAL, INC. | 1.44K | Jun 30, 26 | +1.44K | 0.04% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1.36K | Jun 30, 26 | +1.36K | 0.04% |
| JPMORGAN CHASE & CO | 1.14K | Jun 30, 26 | +1.14K | 0.03% |
| Mach-1 Financial Group, LLC | 1.07K | Jun 30, 26 | +1.07K | 0.03% |
| AE Wealth Management LLC | 963 | Jun 30, 26 | +963 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 809 | Jun 30, 26 | +50 | 0.02% |
| Regatta Research & Money Management | 750 | Jun 30, 26 | +750 | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 555 | Jun 30, 26 | -- | 0.02% |
| CITIGROUP INC | 552 | Jun 30, 26 | -- | 0.02% |
| FLAGSHIP WEALTH ADVISORS, LLC | 500 | Jun 30, 26 | +500 | 0.01% |
| ROYAL BANK OF CANADA | 488 | Jun 30, 26 | -- | 0.01% |
| Cohalo Advisory LLC | 308 | Jun 30, 26 | -3 | 0.01% |
| Main Street Group, LTD | 290 | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 239 | Jun 30, 26 | +91 | 0.01% |
| BLAIR WILLIAM & CO/IL | 200 | Jun 30, 26 | +200 | 0.01% |
| Capital Investment Advisory Services, LLC | 102 | Jun 30, 26 | +102 | 0.00% |
| Wagner Wealth Management, LLC | 101 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 98 | Jun 30, 26 | -80 | 0.00% |
| HUNTINGTON NATIONAL BANK | 64 | Jun 30, 26 | +64 | 0.00% |
| Signature Equity Partners, LLC | 60 | Jun 30, 26 | +60 | 0.00% |
| Oakworth Capital, Inc. | 31 | Jun 30, 26 | +31 | 0.00% |
| EverSource Wealth Advisors, LLC | 22 | Jun 30, 26 | +22 | 0.00% |
| AdvisorNet Financial, Inc | 15 | Jun 30, 26 | -- | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 1 | Jun 30, 26 | +1 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -123 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -5.78K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Jun 30, 26 | -23.88K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -12.40K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -3.96K | -- |
| Atria Wealth Solutions, Inc. | 3.38K | Jun 30, 25 | +450 | 0.10% |
| AVANTAX ADVISORY SERVICES, INC. | -- | Jun 30, 25 | -1.82K | -- |
| Ahrens Investment Partners LLC | 32.88K | Mar 31, 23 | -1.48K | 0.93% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -108 | -- |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7.99K | Jun 30, 21 | -- | 0.22% |
| Squar Milner Financial Services LLC | 38 | Mar 31, 20 | -287 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 200 | Dec 31, 19 | -401 | 0.01% |
| BKS ADVISORS, LLC | 26.07K | Mar 31, 19 | -2.00K | 0.73% |
| Virtu KCG Holdings LLC | 6.80K | Jun 30, 17 | +6.80K | 0.19% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data