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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 |
|---|---|---|---|---|
| Cetera Investment Advisers | 554.22K | Jun 30, 26 | -17.09K | 18.74% |
| Morton Capital Management LLC/CA | 372.55K | Jun 30, 26 | -7.69K | 12.59% |
| IAG Wealth Partners, LLC | 236.20K | Jun 30, 26 | -16.90K | 7.99% |
| MORGAN STANLEY | 222.94K | Jun 30, 26 | +10.05K | 7.54% |
| VAN ECK ASSOCIATES CORP | 222.51K | Jun 30, 26 | -202.23K | 7.52% |
| LPL Financial LLC | 204.96K | Jun 30, 26 | -15.83K | 6.93% |
| Merit Financial Group, LLC | 146.85K | Jun 30, 26 | +146.85K | 4.96% |
| CULTIVAR CAPITAL, INC. | 140.09K | Jun 30, 26 | -1.16K | 4.74% |
| BANK OF AMERICA CORP /DE/ | 117.29K | Jun 30, 26 | +69.53K | 3.97% |
| AMERIPRISE FINANCIAL INC | 96.90K | Jun 30, 26 | +3.23K | 3.28% |
| Baird Financial Group, Inc. | 58.66K | Jun 30, 26 | -152 | 1.98% |
| HighTower Advisors, LLC | 41.72K | Jun 30, 26 | +19.80K | 1.41% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 35.40K | Jun 30, 26 | +35.40K | 1.20% |
| FLOW TRADERS U.S. LLC | 34.70K | Jun 30, 26 | +15.63K | 1.17% |
| MERCER GLOBAL ADVISORS INC /ADV | 25.47K | Jun 30, 26 | -227 | 0.86% |
| ROYAL BANK OF CANADA | 24.43K | Jun 30, 26 | +6.69K | 0.83% |
| ADVISOR GROUP HOLDINGS, INC. | 21.78K | Jun 30, 26 | +15.01K | 0.74% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19.93K | Jun 30, 26 | +115 | 0.67% |
| JONES FINANCIAL COMPANIES LLLP | 18.51K | Jun 30, 26 | +8.60K | 0.63% |
| WELLS FARGO & COMPANY/MN | 15.33K | Jun 30, 26 | -1.46K | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 15.32K | Jun 30, 26 | +5.26K | 0.52% |
| Steward Partners Investment Advisory, LLC | 14.62K | Jun 30, 26 | +5.77K | 0.49% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 12.54K | Jun 30, 26 | +64 | 0.42% |
| Advisors Preferred, LLC | 12.36K | Jun 30, 26 | +10.11K | 0.42% |
| UBS Group AG | 12.11K | Jun 30, 26 | +5.09K | 0.41% |
| Cambridge Investment Research Advisors, Inc. | 11.23K | Jun 30, 26 | +7.02K | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.58K | Jun 30, 26 | +10.58K | 0.36% |
| Austin Wealth Management, LLC | 9.70K | Jun 30, 26 | -295 | 0.33% |
| Adviser Investments LLC | 9.05K | Jun 30, 26 | -- | 0.31% |
| Creative Planning | 9.02K | Jun 30, 26 | +112 | 0.30% |
| Savvy Advisors, Inc. | 8.51K | Jun 30, 26 | +8.51K | 0.29% |
| Horizon Advisory Services, Inc. | 7.82K | Jun 30, 26 | +259 | 0.26% |
| Private Advisor Group, LLC | 6.80K | Jun 30, 26 | +6.80K | 0.23% |
| Focus Financial Network, Inc. | 5.65K | Jun 30, 26 | -- | 0.19% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 5.33K | Jun 30, 26 | -- | 0.18% |
| Ancora Advisors, LLC | 5.14K | Jun 30, 26 | -- | 0.17% |
| Pure Financial Advisors, LLC | 4.76K | Jun 30, 26 | -847 | 0.16% |
| Farther Finance Advisors, LLC | 3.91K | Jun 30, 26 | -- | 0.13% |
| Equitable Holdings, Inc. | 3.70K | Jun 30, 26 | +3.70K | 0.13% |
| NewEdge Advisors, LLC | 3.67K | Jun 30, 26 | -35 | 0.12% |
| ENTREWEALTH, LLC | 3.59K | Jun 30, 26 | -- | 0.12% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 3.49K | Jun 30, 26 | -3.92K | 0.12% |
| MAI Capital Management | 3.49K | Jun 30, 26 | +3.49K | 0.12% |
| Certified Advisory Corp | 3.40K | Jun 30, 26 | +3.40K | 0.11% |
| Castleview Partners, LLC | 3.25K | Jun 30, 26 | +366 | 0.11% |
| Atria Investments, Inc | 3.06K | Jun 30, 26 | +3.06K | 0.10% |
| MML INVESTORS SERVICES, LLC | 3.00K | Jun 30, 26 | -215 | 0.10% |
| RIK SAYLOR FINANCIAL, INC. | 2.94K | Jun 30, 26 | -- | 0.10% |
| TUCKER ASSET MANAGEMENT LLC | 2.81K | Jun 30, 26 | +2.11K | 0.09% |
| Peterson Wealth Services | 2.74K | Jun 30, 26 | -- | 0.09% |
| SRS Capital Advisors, Inc. | 2.08K | Jun 30, 26 | +1.80K | 0.07% |
| HARBOUR INVESTMENTS, INC. | 1.75K | Jun 30, 26 | -- | 0.06% |
| IFP Advisors, Inc | 1.40K | Jun 30, 26 | +354 | 0.05% |
| FMR LLC | 883 | Jun 30, 26 | +820 | 0.03% |
| Intesa Sanpaolo Wealth Management | 379 | Jun 30, 26 | +379 | 0.01% |
| Spire Wealth Management | 300 | Jun 30, 26 | -- | 0.01% |
| CoreCap Advisors, LLC | 279 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 273 | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 174 | Jun 30, 26 | -- | 0.01% |
| NBC SECURITIES, INC. | 167 | Jun 30, 26 | -- | 0.01% |
| FAS Wealth Partners, Inc. | 160 | Jun 30, 26 | -- | 0.01% |
| Capital Investment Advisory Services, LLC | 125 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 100 | Jun 30, 26 | -- | 0.00% |
| Coastal Investment Advisors, Inc. | 97 | Jun 30, 26 | +11 | 0.00% |
| GHP Investment Advisors, Inc. | 95 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 50 | Jun 30, 26 | +50 | 0.00% |
| Darwin Wealth Management, LLC | 21 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 10 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 2 | Jun 30, 26 | -- | 0.00% |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -3.49K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -7.95K | -- |
| Beaumont Financial Advisors, LLC | -- | Jun 30, 26 | -130.63K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -1.40K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -5.62K | -- |
| Jackson Hole Capital Partners, LLC | 1.00K | Mar 31, 26 | -- | 0.03% |
| CIBC Private Wealth Group, LLC | 1.86K | Dec 31, 25 | -- | 0.06% |
| ORG Partners LLC | 1.40K | Dec 31, 25 | -- | 0.05% |
| CAROLINAS WEALTH CONSULTING LLC | 1.42K | Mar 31, 25 | -- | 0.05% |
| Raymond James Financial Services Advisors, Inc. | 8.99K | Sep 30, 24 | -2.01K | 0.30% |
| RAYMOND JAMES & ASSOCIATES | 4.95K | Sep 30, 24 | -- | 0.17% |
| Cetera Advisors LLC | 5.28K | Mar 31, 24 | +874 | 0.18% |
| FOCUS FINANCIAL NETWORK INC /ADV | 12.20K | Dec 31, 23 | +12.20K | 0.41% |
| ROPES WEALTH ADVISORS LLC | 12.40K | Sep 30, 23 | -- | 0.42% |
| FourThought Financial, LLC | 63 | Sep 30, 22 | -- | 0.00% |
| Beaumont Financial Partners, LLC | -- | Sep 30, 22 | -311.01K | -- |
| FIRST QUADRANT LLC/CA | 6.03K | Mar 31, 22 | -5.44K | 0.20% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 31.62K | Dec 31, 19 | -1.26K | 1.07% |
| Advisor Group, Inc. | -- | Dec 31, 19 | -8 | -- |
| MSI Financial Services Inc | 1.34K | Dec 31, 16 | +3 | 0.05% |
