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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 | 2.53M | Jun 30, 26 | -1.06M | 21.41% |
| Sixth Street Partners Management Company, L.P. | 2.53M | Jun 30, 26 | +2.53M | 21.41% |
| HighTower Advisors, LLC | 310.65K | Jun 30, 26 | -208 | 2.63% |
| Robertson Stephens Wealth Management, LLC | 257.50K | Jun 30, 26 | -71 | 2.18% |
| EP Wealth Advisors, LLC | 234.77K | Jun 30, 26 | -2.52K | 1.99% |
| LPL Financial LLC | 233.58K | Jun 30, 26 | -7.36K | 1.98% |
| MORGAN STANLEY | 226.41K | Jun 30, 26 | +57.43K | 1.92% |
| UBS Group AG | 196.07K | Jun 30, 26 | -7.09K | 1.66% |
| BANK OF AMERICA CORP /DE/ | 189.27K | Jun 30, 26 | -49.26K | 1.60% |
| JPMORGAN CHASE & CO | 180.37K | Jun 30, 26 | -39.34K | 1.53% |
| FLOW TRADERS U.S. LLC | 143.87K | Jun 30, 26 | +136.38K | 1.22% |
| GOLDMAN SACHS GROUP INC | 137.14K | Jun 30, 26 | +116 | 1.16% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 136.23K | Jun 30, 26 | -6.47K | 1.16% |
| Connecticut Wealth Management, LLC | 100.28K | Jun 30, 26 | -- | 0.85% |
| Allianz Asset Management GmbH | 64.33K | Jun 30, 26 | -15.35K | 0.55% |
| ROYAL BANK OF CANADA | 56.08K | Jun 30, 26 | -80 | 0.48% |
| Summit Financial, LLC | 51.49K | Jun 30, 26 | -1.46K | 0.44% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 47.48K | Jun 30, 26 | +41.95K | 0.40% |
| Quotient Wealth Partners, LLC | 41.36K | Jun 30, 26 | -1.43K | 0.35% |
| SCOTIA CAPITAL INC. | 35.78K | Jun 30, 26 | +35.78K | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.64K | Jun 30, 26 | +35.64K | 0.30% |
| Comprehensive Wealth Management, LLC | 32.71K | Jun 30, 26 | -7.71K | 0.28% |
| WELLS FARGO & COMPANY/MN | 32.66K | Jun 30, 26 | -3.28K | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 29.38K | Jun 30, 26 | -353 | 0.25% |
| Sierra Capital LLC | 27.30K | Jun 30, 26 | -- | 0.23% |
| NewEdge Advisors, LLC | 26.29K | Jun 30, 26 | -688 | 0.22% |
| US BANCORP \DE\ | 22.63K | Jun 30, 26 | +1.12K | 0.19% |
| Stanich Group LLC | 21.66K | Jun 30, 26 | +3.92K | 0.18% |
| Sanctuary Advisors, LLC | 20.79K | Jun 30, 26 | -1.67K | 0.18% |
| CITIGROUP INC | 18.84K | Jun 30, 26 | -1.90K | 0.16% |
| GREAT VALLEY ADVISOR GROUP, INC. | 16.57K | Jun 30, 26 | -- | 0.14% |
| AMERIPRISE FINANCIAL INC | 15.04K | Jun 30, 26 | +1.99K | 0.13% |
| DIMENSION CAPITAL MANAGEMENT LLC | 14.95K | Jun 30, 26 | -- | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 14.49K | Jun 30, 26 | +1.05K | 0.12% |
| Three Bridge Wealth Advisors, LLC | 14.22K | Jun 30, 26 | -- | 0.12% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 12.53K | Jun 30, 26 | -1.00K | 0.11% |
| Detalus Advisors, LLC | 9.47K | Jun 30, 26 | -258 | 0.08% |
| Formidable Asset Management, LLC | 9.23K | Jun 30, 26 | +73 | 0.08% |
| Diversified Trust Co | 9.16K | Jun 30, 26 | -5.00K | 0.08% |
| HRT FINANCIAL LP | 8.63K | Jun 30, 26 | +8.63K | 0.07% |
| Kestra Advisory Services, LLC | 8.10K | Jun 30, 26 | -5.32K | 0.07% |
| Insight Wealth Strategies, LLC | 7.33K | Jun 30, 26 | -227.19K | 0.06% |
| EFG International AG | 7.20K | Jun 30, 26 | -- | 0.06% |
| Financial Network Wealth Management LLC | 7.20K | Jun 30, 26 | -- | 0.06% |
| Valor Advisors LLC | 6.86K | Jun 30, 26 | -- | 0.06% |
| Phoenix Holdings Ltd. | 6.85K | Jun 30, 26 | -- | 0.06% |
| JONES FINANCIAL COMPANIES LLLP | 6.45K | Jun 30, 26 | -312 | 0.05% |
| Simplicity Wealth,LLC | 6.20K | Jun 30, 26 | -992 | 0.05% |
| Westfuller Advisors, LLC | 5.91K | Jun 30, 26 | -- | 0.05% |
| Ascent Group, LLC | 5.72K | Jun 30, 26 | +130 | 0.05% |
| Resources Investment Advisors, LLC. | 5.72K | Jun 30, 26 | -640 | 0.05% |
| Vident Advisory, LLC | 5.37K | Jun 30, 26 | -5.88K | 0.05% |
| Mariner, LLC | 5.20K | Jun 30, 26 | +187 | 0.04% |
| Rockefeller Capital Management L.P. | 5.08K | Jun 30, 26 | -- | 0.04% |
| Bank of New York Mellon Corp | 4.95K | Jun 30, 26 | -- | 0.04% |
| PFG Advisors | 4.63K | Jun 30, 26 | -742 | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 4.62K | Jun 30, 26 | -48 | 0.04% |
| Magnus Financial Group LLC | 4.61K | Jun 30, 26 | -- | 0.04% |
| Integrated Wealth Concepts LLC | 4.21K | Jun 30, 26 | +4.21K | 0.04% |
| One Wealth Advisors, LLC | 4.13K | Jun 30, 26 | +4.13K | 0.04% |
| CAPTRUST FINANCIAL ADVISORS | 4.12K | Jun 30, 26 | +4.12K | 0.03% |
| Sage Mountain Advisors LLC | 4.09K | Jun 30, 26 | -- | 0.03% |
| Jordan Park Group LLC | 4.01K | Jun 30, 26 | +4.01K | 0.03% |
| Edgemoor Investment Advisors, Inc. | 4.00K | Jun 30, 26 | +4.00K | 0.03% |
| Capital Investment Advisory Services, LLC | 3.98K | Jun 30, 26 | -- | 0.03% |
| BANK OF MONTREAL /CAN/ | 3.73K | Jun 30, 26 | -176 | 0.03% |
| FMR LLC | 2.86K | Jun 30, 26 | -773 | 0.02% |
| Piscataqua Savings Bank | 2.23K | Jun 30, 26 | -1.53K | 0.02% |
| Farther Finance Advisors, LLC | 1.41K | Jun 30, 26 | -9 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.39K | Jun 30, 26 | +1.39K | 0.01% |
| DEUTSCHE BANK AG\ | 1.35K | Jun 30, 26 | -3.95K | 0.01% |
| MATHER GROUP, LLC. | 1.32K | Jun 30, 26 | +1.32K | 0.01% |
| Forum Finance Group S.A. | 1.28K | Jun 30, 26 | -- | 0.01% |
| KELLEHER FINANCIAL ADVISORS | 1.24K | Jun 30, 26 | +618 | 0.01% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1.13K | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 1.08K | Jun 30, 26 | +1.08K | 0.01% |
| EPG Wealth Management LLC | 938 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 480 | Jun 30, 26 | +458 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 429 | Jun 30, 26 | -364 | 0.00% |
| Founders Financial Alliance, LLC | 354 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 329 | Jun 30, 26 | -64 | 0.00% |
| Balentine LLC | 303 | Jun 30, 26 | +303 | 0.00% |
| GLENMEDE TRUST CO NA | 296 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 200 | Jun 30, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 182 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 179 | Jun 30, 26 | -9 | 0.00% |
| MOTCO | 167 | Jun 30, 26 | +167 | 0.00% |
| Federation des caisses Desjardins du Quebec | 165 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 159 | Jun 30, 26 | -1.03K | 0.00% |
| Spire Wealth Management | 129 | Jun 30, 26 | -- | 0.00% |
| WELLINGTON-ALTUS USA INC. | 97 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 84 | Jun 30, 26 | -- | 0.00% |
| Vision Retirement, LLC | 83 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 80 | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 79 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 61 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 58 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 36 | Jun 30, 26 | -14 | 0.00% |
| BIRCHBROOK, INC. | 22 | Jun 30, 26 | +22 | 0.00% |
| Tower Research Capital LLC (TRC) | 3 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | -- | Jun 30, 26 | -522.37K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -16 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -41.02K | -- |
| MARSHALL WACE, LLP | -- | Jun 30, 26 | -6.05K | -- |
| HOWE & RUSLING INC | -- | Jun 30, 26 | -1.44K | -- |
| TSA Wealth Managment LLC | -- | Jun 30, 26 | -5.70K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -236 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -56.99K | -- |
| FRANKLIN RESOURCES INC | -- | Jun 30, 26 | -145 | -- |
| CWM, LLC | 1.22K | Mar 31, 26 | -20 | 0.01% |
| Moser Wealth Advisors, LLC | 140 | Jun 30, 25 | +140 | 0.00% |
| Lindbrook Capital, LLC | 226 | Mar 31, 25 | -- | 0.00% |
| Madison Investment Advisors, LLC | 141.58K | Dec 31, 24 | +141.58K | 1.20% |
| Alera Investment Advisors, LLC | 7.70K | Sep 30, 24 | +7.70K | 0.07% |
| M&R CAPITAL MANAGEMENT INC | 700 | Sep 30, 24 | -- | 0.01% |
| BlackRock Inc. | 1.17M | Jun 30, 24 | -40.32K | 9.95% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | -- | Sep 30, 23 | -6.92K | -- |
| Vident Investment Advisory, LLC | 18.96K | Jun 30, 23 | -901 | 0.16% |
| NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 120.82K | Dec 31, 22 | -99.08K | 1.02% |
| 55I, LLC | 299.94K | Sep 30, 22 | -4.72K | 2.54% |
| KINGS POINT CAPITAL MANAGEMENT | 530 | Mar 31, 22 | -- | 0.00% |
| NEXT Financial Group, Inc | 3.55K | Dec 31, 21 | +43 | 0.03% |
| Carroll Financial Associates, Inc. | 345 | Dec 31, 21 | -- | 0.00% |
| Psagot Value Holdings Ltd. | 36.66K | Sep 30, 21 | +2.20K | 0.31% |
| PICTET ASSET MANAGEMENT LTD | 233.88K | Jun 30, 21 | +43.12K | 1.98% |
| OLD MISSION CAPITAL, LLC | 65.02K | Dec 31, 20 | +65.02K | 0.55% |
| Reby Advisors, LLC | 98 | Dec 31, 20 | +98 | 0.00% |
| First Allied Advisory Services, Inc. | 9.37K | Sep 30, 20 | +272 | 0.08% |
| Squar Milner Financial Services LLC | 101 | Mar 31, 20 | -- | 0.00% |
| Advisor Group, Inc. | 47.54K | Dec 31, 19 | +2.40K | 0.40% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 11.70K | Dec 31, 19 | +698 | 0.10% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 51.04K | Mar 31, 19 | -3.82K | 0.43% |
| BB&T INVESTMENT SERVICES, INC. | 120.53K | Dec 31, 17 | +2.04K | 1.02% |
| ROBERTSON STEPHENS ADVISORS LLC | 190.23K | Sep 30, 17 | -197.38K | 1.61% |
| Virtu KCG Holdings LLC | 31.39K | Jun 30, 17 | +2.95K | 0.27% |
| CETERA INVESTMENT MANAGEMENT LLC | 14.94K | Jun 30, 17 | -816 | 0.13% |
| Commonwealth Equity Services, Inc | 9.00K | Jun 30, 17 | -1.92K | 0.08% |
| Parasol Investment Management, LLC | 64.14K | Mar 31, 17 | +64.14K | 0.54% |
| Efficient Market Advisors, LLC | -- | Mar 31, 17 | -551.41K | -- |
| BlackRock Investment Management, LLC | 308.86K | Dec 31, 16 | +2.53K | 2.62% |
| Stanford Investment Group, Inc. | 9.71K | Dec 31, 16 | -- | 0.08% |
| MSI Financial Services Inc | 2.95K | Dec 31, 16 | +524 | 0.03% |
| BLACKROCK ADVISORS LLC | -- | Dec 31, 16 | -876.23K | -- |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 69.50K | Sep 30, 16 | +15.00K | 0.59% |
| SOCIETE GENERALE | 116.09K | Jun 30, 16 | +116.09K | 0.98% |
| Tactical Allocation Group LLC | -- | Jun 30, 16 | -9.53K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 8.47K | Jun 30, 15 | -2.48K | 0.07% |
