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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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23.76M | Jun 30, 26 | -1.86M | 36.21% |
| Sixth Street Partners Management Company, L.P. | 23.76M | Jun 30, 26 | +23.76M | 36.21% |
| MORGAN STANLEY | 2.84M | Jun 30, 26 | +1.51M | 4.32% |
| Allworth Financial LP | 1.77M | Jun 30, 26 | -153.45K | 2.70% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.42M | Jun 30, 26 | -110.42K | 2.17% |
| BANK OF AMERICA CORP /DE/ | 1.24M | Jun 30, 26 | +86.12K | 1.89% |
| WCG Wealth Advisors LLC | 1.14M | Jun 30, 26 | -197.40K | 1.73% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.02M | Jun 30, 26 | -17.32K | 1.55% |
| Geneos Wealth Management Inc. | 1.01M | Jun 30, 26 | +8.03K | 1.53% |
| LPL Financial LLC | 952.35K | Jun 30, 26 | -14.76K | 1.45% |
| UBS Group AG | 635.35K | Jun 30, 26 | -10.04K | 0.97% |
| WELLS FARGO & COMPANY/MN | 613.13K | Jun 30, 26 | -7.65K | 0.93% |
| Allen Investment Management LLC | 596.28K | Jun 30, 26 | -- | 0.91% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 583.66K | Jun 30, 26 | +106.68K | 0.89% |
| ENVESTNET ASSET MANAGEMENT INC | 532.57K | Jun 30, 26 | +2.64K | 0.81% |
| TSFG, LLC | 491.83K | Jun 30, 26 | -66.87K | 0.75% |
| Janney Montgomery Scott LLC | 415.79K | Jun 30, 26 | +33.75K | 0.63% |
| Columbus Macro, LLC | 402.36K | Jun 30, 26 | -1.63K | 0.61% |
| RiverFront Investment Group, LLC | 392.42K | Jun 30, 26 | +23.46K | 0.60% |
| ROYAL BANK OF CANADA | 381.71K | Jun 30, 26 | -32.83K | 0.58% |
| Rockefeller Capital Management L.P. | 371.78K | Jun 30, 26 | +7.48K | 0.57% |
| JPMORGAN CHASE & CO | 348.22K | Jun 30, 26 | +10.26K | 0.53% |
| Cetera Investment Advisers | 330.21K | Jun 30, 26 | -3.58K | 0.50% |
| Valmark Advisers, Inc. | 330.06K | Jun 30, 26 | +17.42K | 0.50% |
| ETF Portfolio Partners, Inc. | 302.67K | Jun 30, 26 | +45 | 0.46% |
| Brinker Capital Investments, LLC | 297.93K | Jun 30, 26 | -13.93K | 0.45% |
| White Pine Investment CO | 245.43K | Jun 30, 26 | -889 | 0.37% |
| ASSETMARK, INC | 197.08K | Jun 30, 26 | -727 | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 189.02K | Jun 30, 26 | +4.39K | 0.29% |
| Aprio Wealth Management, LLC | 183.75K | Jun 30, 26 | +2.93K | 0.28% |
| HighTower Advisors, LLC | 158.11K | Jun 30, 26 | -407 | 0.24% |
| NICOLET BANKSHARES INC | 150.45K | Jun 30, 26 | +29.37K | 0.23% |
| Paller Financial Services Inc | 136.11K | Jun 30, 26 | -12.13K | 0.21% |
| SWS Partners | 125.27K | Jun 30, 26 | +2.39K | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 125.03K | Jun 30, 26 | -7.18K | 0.19% |
| STIFEL FINANCIAL CORP | 101.61K | Jun 30, 26 | -1.17K | 0.15% |
| Indivisible Partners | 100.65K | Jun 30, 26 | -2.08K | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 100.45K | Jun 30, 26 | +2.71K | 0.15% |
| Larson Financial Group LLC | 99.03K | Jun 30, 26 | +98.71K | 0.15% |
| REGIONS FINANCIAL CORP | 96.82K | Jun 30, 26 | +6.28K | 0.15% |
| Dynamic Advisor Solutions LLC | 74.97K | Jun 30, 26 | +5.17K | 0.11% |
| Tradition Wealth Management, LLC | 65.66K | Jun 30, 26 | -282 | 0.10% |
| Creative Planning | 63.91K | Jun 30, 26 | +5.34K | 0.10% |
| CITADEL ADVISORS LLC | 55.90K | Jun 30, 26 | +55.90K | 0.09% |
| INVESTMENT PARTNERS, LTD. | 51.94K | Jun 30, 26 | -108 | 0.08% |
| SHEPHERD KAPLAN KROCHUK, LLC | 51.88K | Jun 30, 26 | -13.58K | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 41.65K | Jun 30, 26 | -2.17K | 0.06% |
| AlphaCore Capital LLC | 37.67K | Jun 30, 26 | -- | 0.06% |
| Mariner, LLC | 37.39K | Jun 30, 26 | +2.43K | 0.06% |
| Mutual Advisors, LLC | 36.75K | Jun 30, 26 | +2.03K | 0.06% |
| Pensionmark Financial Group, LLC | 35.72K | Jun 30, 26 | -- | 0.05% |
| IFP Advisors, Inc | 34.60K | Jun 30, 26 | +1.15K | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33.44K | Jun 30, 26 | +17.23K | 0.05% |
| MAI Capital Management | 32.65K | Jun 30, 26 | +3.78K | 0.05% |
| FMR LLC | 32.43K | Jun 30, 26 | +2.75K | 0.05% |
| Farther Finance Advisors, LLC | 31.88K | Jun 30, 26 | +19.57K | 0.05% |
| 5T Wealth, LLC | 31.51K | Jun 30, 26 | +1.48K | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 31.46K | Jun 30, 26 | +11.16K | 0.05% |
| Orgel Wealth Management, LLC | 29.77K | Jun 30, 26 | +40 | 0.05% |
| FIFTH THIRD BANCORP | 28.70K | Jun 30, 26 | +11.21K | 0.04% |
| NewEdge Advisors, LLC | 27.20K | Jun 30, 26 | -336 | 0.04% |
| GLENMEDE TRUST CO NA | 23.90K | Jun 30, 26 | -- | 0.04% |
| GDS Wealth Management | 22.83K | Jun 30, 26 | +9.38K | 0.03% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 21.03K | Jun 30, 26 | -- | 0.03% |
| Integrated Wealth Concepts LLC | 20.75K | Jun 30, 26 | +6.06K | 0.03% |
| Austin Wealth Management, LLC | 20.24K | Jun 30, 26 | +3.67K | 0.03% |
| NorthCrest Asset Manangement, LLC | 19.63K | Jun 30, 26 | -7.92K | 0.03% |
| Crescent Grove Advisors, LLC | 18.12K | Jun 30, 26 | -852 | 0.03% |
| WETZEL INVESTMENT ADVISORS, INC. | 17.72K | Jun 30, 26 | -676 | 0.03% |
| Beacon Pointe Advisors, LLC | 15.66K | Jun 30, 26 | +7.34K | 0.02% |
| PERSPECTIVE WEALTH ADVISORS LLC | 15.27K | Jun 30, 26 | +1.07K | 0.02% |
| HRT FINANCIAL LP | 15.00K | Jun 30, 26 | +15.00K | 0.02% |
| Colony Group, LLC | 14.24K | Jun 30, 26 | +7.44K | 0.02% |
| CI Private Wealth, LLC | 13.64K | Jun 30, 26 | +359 | 0.02% |
| FOCUSED ALPHA, LLC | 13.49K | Jun 30, 26 | +295 | 0.02% |
| Sequoia Financial Advisors, LLC | 12.54K | Jun 30, 26 | -88 | 0.02% |
| FDx Advisors, Inc. | 12.37K | Jun 30, 26 | -106 | 0.02% |
| Headland Capital, LLC | 12.09K | Jun 30, 26 | -- | 0.02% |
| Wealthspire Advisors, LLC | 11.64K | Jun 30, 26 | +11.64K | 0.02% |
| DeLarme Wealth Management, Inc. | 11.48K | Jun 30, 26 | -40 | 0.02% |
| REDW Wealth LLC | 11.07K | Jun 30, 26 | -- | 0.02% |
| SEI INVESTMENTS CO | 10.86K | Jun 30, 26 | -365 | 0.02% |
| Robertson Stephens Wealth Management, LLC | 10.65K | Jun 30, 26 | -- | 0.02% |
| Quantinno Capital Management LP | 10.62K | Jun 30, 26 | +2.35K | 0.02% |
| HB Wealth Management, LLC | 10.52K | Jun 30, 26 | -- | 0.02% |
| ENTREWEALTH, LLC | 10.42K | Jun 30, 26 | +355 | 0.02% |
| Patten Group, Inc. | 10.34K | Jun 30, 26 | -1.83K | 0.02% |
| Essex Financial Services, Inc. | 10.34K | Jun 30, 26 | -- | 0.02% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9.94K | Jun 30, 26 | -669 | 0.02% |
| BRIGHTON JONES LLC | 9.84K | Jun 30, 26 | +214 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.52K | Jun 30, 26 | -291 | 0.01% |
| Bernicke Wealth Management, Ltd. | 8.67K | Jun 30, 26 | -- | 0.01% |
| MARIPAU WEALTH MANAGEMENT LLC | 8.13K | Jun 30, 26 | -- | 0.01% |
| Signal Advisors Wealth, LLC | 8.13K | Jun 30, 26 | -- | 0.01% |
| Betterment LLC | 7.76K | Jun 30, 26 | +182 | 0.01% |
| Private Wealth Group, LLC | 7.74K | Jun 30, 26 | -- | 0.01% |
| Sovran Advisors, LLC | 6.66K | Jun 30, 26 | -912 | 0.01% |
| Capital Investment Advisors, LLC | 6.41K | Jun 30, 26 | -558 | 0.01% |
| KWB Wealth | 6.32K | Jun 30, 26 | +6.32K | 0.01% |
| BANK OF MONTREAL /CAN/ | 5.93K | Jun 30, 26 | +5.33K | 0.01% |
| WHITTIER TRUST CO | 5.81K | Jun 30, 26 | -- | 0.01% |
| Qube Research & Technologies Ltd | 5.75K | Jun 30, 26 | +822 | 0.01% |
| EP Wealth Advisors, LLC | 5.65K | Jun 30, 26 | -4.62K | 0.01% |
| Lodestone Wealth Management LLC | 5.32K | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.30K | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 4.39K | Jun 30, 26 | +105 | 0.01% |
| Wealth Enhancement Trust Services, Inc. | 4.19K | Jun 30, 26 | -1.59K | 0.01% |
| CGC Financial Services, LLC | 3.95K | Jun 30, 26 | +3.95K | 0.01% |
| BlackRock, Inc. | 3.87K | Jun 30, 26 | +3.87K | 0.01% |
| Atlantic Union Bankshares Corp | 2.96K | Jun 30, 26 | +2.96K | 0.00% |
| BOK Financial Private Wealth, Inc. | 2.76K | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 2.50K | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 1.75K | Jun 30, 26 | -8.80K | 0.00% |
| IMA Wealth, Inc. | 1.70K | Jun 30, 26 | +1.70K | 0.00% |
| VANGUARD ADVISERS INC | 1.67K | Jun 30, 26 | -166 | 0.00% |
| North Star Investment Management Corp. | 1.62K | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| Knuff & Co LLC | 1.03K | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 788 | Jun 30, 26 | +224 | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 714 | Jun 30, 26 | +5 | 0.00% |
| Robinswood Financial LLC | 677 | Jun 30, 26 | +677 | 0.00% |
| GGM Financials LLC | 626 | Jun 30, 26 | +626 | 0.00% |
| Addison Advisors LLC | 525 | Jun 30, 26 | +525 | 0.00% |
| LGT Financial Advisors LLC | 505 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Financial Management LLC | 504 | Jun 30, 26 | -- | 0.00% |
| Financial Perspectives, Inc | 409 | Jun 30, 26 | +409 | 0.00% |
| Synergy Investment Management, LLC | 356 | Jun 30, 26 | +356 | 0.00% |
| Bullseye Investment Management, LLC | 282 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 266 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 255 | Jun 30, 26 | -7 | 0.00% |
| Ameritas Investment Partners, Inc. | 214 | Jun 30, 26 | +214 | 0.00% |
| Coppell Advisory Solutions LLC | 211 | Jun 30, 26 | +211 | 0.00% |
| LifeSteps Financial, Inc. | 210 | Jun 30, 26 | +210 | 0.00% |
| True Wealth Design, LLC | 195 | Jun 30, 26 | +195 | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 179 | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 151 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 143 | Jun 30, 26 | +22 | 0.00% |
| US BANCORP \DE\ | 118 | Jun 30, 26 | +118 | 0.00% |
| SIMPLEX TRADING, LLC | 104 | Jun 30, 26 | -30 | 0.00% |
| Silver Grove Financial Group, Inc. | 91 | Jun 30, 26 | +91 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 26 | Jun 30, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -534 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.97K | -- |
| Central Pacific Bank - Trust Division | -- | Jun 30, 26 | -50.98K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -213.84K | -- |
| PFG Advisors | -- | Jun 30, 26 | -6.72K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -36.89K | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -635 | -- |
| KELLEHER FINANCIAL ADVISORS | -- | Jun 30, 26 | -552 | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -510 | -- |
| Merit Financial Group, LLC | -- | Jun 30, 26 | -7.93K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -428 | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -- | Jun 30, 26 | -19.19K | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -6.95K | -- |
| SSI INVESTMENT MANAGEMENT LLC | -- | Jun 30, 26 | -98.01K | -- |
| Equitable Holdings, Inc. | -- | Jun 30, 26 | -6.77K | -- |
| GHP Investment Advisors, Inc. | -- | Jun 30, 26 | -148 | -- |
| MONECO Advisors, LLC | -- | Jun 30, 26 | -8.51K | -- |
| CWM, LLC | 6.53K | Mar 31, 26 | +2.24K | 0.01% |
| Red Tortoise LLC | 721 | Mar 31, 26 | +3 | 0.00% |
| O'Brien Wealth Partners LLC | 1.78M | Dec 31, 25 | -6.84K | 2.71% |
| MidWestOne Financial Group, Inc. | 55.30K | Dec 31, 25 | +1.04K | 0.08% |
| COMERICA BANK | 16.21K | Dec 31, 25 | -- | 0.02% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.64K | -- |
| Glenmede Investment Management, LP | 23.90K | Sep 30, 25 | -18.00K | 0.04% |
| AVANTAX ADVISORY SERVICES, INC. | 22.58K | Jun 30, 25 | -639 | 0.03% |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -537 | -- |
| Orion Portfolio Solutions, LLC | 268.62K | Mar 31, 25 | -20.01K | 0.41% |
| Raymond James Financial Services Advisors, Inc. | 75.30K | Sep 30, 24 | +244 | 0.11% |
| RAYMOND JAMES & ASSOCIATES | 8.85K | Sep 30, 24 | -15.73K | 0.01% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 468 | Sep 30, 24 | +468 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 145 | Jun 30, 24 | -- | 0.00% |
| Charles Schwab Investment Advisory, Inc. | 29.92M | Mar 31, 24 | +336.00K | 45.60% |
| Cetera Advisors LLC | 233.23K | Mar 31, 24 | +233.23K | 0.36% |
| Cetera Advisor Networks LLC | 21.23K | Mar 31, 24 | +5.81K | 0.03% |
| Quantitative Advantage, LLC | 73.02K | Mar 31, 23 | +10.34K | 0.11% |
| BOENNING & SCATTERGOOD, INC. | -- | Dec 31, 22 | -19.20K | -- |
| Brightworth | 505.71K | Sep 30, 22 | +57.55K | 0.77% |
| Carroll Financial Associates, Inc. | 228.20K | Dec 31, 21 | +9.07K | 0.35% |
| Homrich & Berg | 10.52K | Sep 30, 21 | -- | 0.02% |
| Peak Capital Management LLC | 194.07K | Mar 31, 20 | -20.80K | 0.30% |
| Advisor Group, Inc. | 600 | Dec 31, 19 | +600 | 0.00% |
| MSI Financial Services Inc | 324 | Dec 31, 16 | -98 | 0.00% |
