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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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 7.60M | Jun 30, 26 | +2.90M | 14.98% |
| MORGAN STANLEY | 6.23M | Jun 30, 26 | +751.69K | 12.27% |
| BANK OF AMERICA CORP /DE/ | 3.02M | Jun 30, 26 | +548.02K | 5.95% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3.00M | Jun 30, 26 | -113.10K | 5.92% |
| RAYMOND JAMES FINANCIAL INC | 2.78M | Jun 30, 26 | +460.54K | 5.49% |
| LPL Financial LLC | 2.64M | Jun 30, 26 | +825.56K | 5.21% |
| UBS Group AG | 2.10M | Jun 30, 26 | +492.83K | 4.14% |
| Mariner, LLC | 1.59M | Jun 30, 26 | -11.42K | 3.13% |
| Go Invest LLC | 1.18M | Jun 30, 26 | +97.79K | 2.33% |
| ROYAL BANK OF CANADA | 899.32K | Jun 30, 26 | +179.43K | 1.77% |
| COMMONWEALTH EQUITY SERVICES, LLC | 840.09K | Jun 30, 26 | +13.16K | 1.66% |
| Mason & Associates Inc | 653.49K | Jun 30, 26 | -3.35K | 1.29% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 570.11K | Jun 30, 26 | -14.88K | 1.12% |
| Landmark Wealth Management, LLC | 496.16K | Jun 30, 26 | +6.59K | 0.98% |
| ENVESTNET ASSET MANAGEMENT INC | 386.96K | Jun 30, 26 | +62.51K | 0.76% |
| ADVISOR GROUP HOLDINGS, INC. | 382.88K | Jun 30, 26 | +48.76K | 0.75% |
| Ameritas Investment Partners, Inc. | 356.63K | Jun 30, 26 | +8.62K | 0.70% |
| Sanctuary Advisors, LLC | 288.04K | Jun 30, 26 | -4.17K | 0.57% |
| JANE STREET GROUP, LLC | 284.51K | Jun 30, 26 | -25.96K | 0.56% |
| Concurrent Investment Advisors, LLC | 268.86K | Jun 30, 26 | +7.58K | 0.53% |
| Rockefeller Capital Management L.P. | 260.62K | Jun 30, 26 | +12.72K | 0.51% |
| MARINO, STRAM & ASSOCIATES LLC | 245.34K | Jun 30, 26 | -4.97K | 0.48% |
| Gladstone Institutional Advisory LLC | 243.01K | Jun 30, 26 | +956 | 0.48% |
| WCG Wealth Advisors LLC | 235.63K | Jun 30, 26 | +235.63K | 0.46% |
| TSFG, LLC | 221.91K | Jun 30, 26 | +184.90K | 0.44% |
| Cerity Partners LLC | 220.84K | Jun 30, 26 | -12.89K | 0.44% |
| Cetera Investment Advisers | 197.85K | Jun 30, 26 | +54.90K | 0.39% |
| MML INVESTORS SERVICES, LLC | 177.72K | Jun 30, 26 | +40.43K | 0.35% |
| Veridan Wealth LLC | 171.93K | Jun 30, 26 | -4.02K | 0.34% |
| Prosperity Financial Group, Inc. | 150.27K | Jun 30, 26 | +10.21K | 0.30% |
| Navigation Group, LLC | 131.73K | Jun 30, 26 | +131.73K | 0.26% |
| Spartan Wealth Advisory Services LLC | 121.24K | Jun 30, 26 | +121.24K | 0.24% |
| OPPENHEIMER & CO INC | 112.94K | Jun 30, 26 | +4.94K | 0.22% |
| Equitable Holdings, Inc. | 90.84K | Jun 30, 26 | -349 | 0.18% |
| Private Advisor Group, LLC | 87.53K | Jun 30, 26 | -12.82K | 0.17% |
| Wiser Advisor Group LLC | 84.61K | Jun 30, 26 | -955 | 0.17% |
| Waterloo Capital, L.P. | 81.25K | Jun 30, 26 | +7.70K | 0.16% |
| NorthRock Partners, LLC | 80.02K | Jun 30, 26 | +11.44K | 0.16% |
| Capital Investment Advisors, LLC | 74.56K | Jun 30, 26 | +17.89K | 0.15% |
| NewEdge Advisors, LLC | 70.44K | Jun 30, 26 | +66.15K | 0.14% |
| WESCAP Management Group, Inc. | 69.32K | Jun 30, 26 | -- | 0.14% |
| Oder Investment Management, LLC | 60.19K | Jun 30, 26 | +60.19K | 0.12% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 58.63K | Jun 30, 26 | -- | 0.12% |
| Redwood Financial Network Corp | 53.80K | Jun 30, 26 | +496 | 0.11% |
| Peck Wealth Management, LLC | 52.61K | Jun 30, 26 | +52.61K | 0.10% |
| Intentional Wealth Strategies, LLC | 50.13K | Jun 30, 26 | -1.94K | 0.10% |
| Farther Finance Advisors, LLC | 47.40K | Jun 30, 26 | -5.26K | 0.09% |
| Steward Partners Investment Advisory, LLC | 47.10K | Jun 30, 26 | +2.13K | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 43.02K | Jun 30, 26 | -65.27K | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 40.50K | Jun 30, 26 | -157.51K | 0.08% |
| MONECO Advisors, LLC | 37.87K | Jun 30, 26 | +9.01K | 0.07% |
| Golden State Wealth Management, LLC | 36.70K | Jun 30, 26 | -- | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 30.78K | Jun 30, 26 | +24.87K | 0.06% |
| HighTower Advisors, LLC | 28.66K | Jun 30, 26 | -1.64K | 0.06% |
| Fortis Group Advisors, LLC | 28.61K | Jun 30, 26 | -767 | 0.06% |
| ATTICUS WEALTH MANAGEMENT, LLC | 28.47K | Jun 30, 26 | +14.16K | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26.79K | Jun 30, 26 | -1.40K | 0.05% |
| OLD MISSION CAPITAL LLC | 26.27K | Jun 30, 26 | +26.27K | 0.05% |
| Revisor Wealth Management LLC | 24.54K | Jun 30, 26 | -4.89K | 0.05% |
| D.A. DAVIDSON & CO. | 23.64K | Jun 30, 26 | -517 | 0.05% |
| Indivisible Partners | 23.58K | Jun 30, 26 | +2.06K | 0.05% |
| Hilton Head Capital Partners, LLC | 21.35K | Jun 30, 26 | -4.85K | 0.04% |
| MRP Capital Investments, LLC | 21.00K | Jun 30, 26 | -- | 0.04% |
| Stratos Wealth Partners, LTD. | 15.07K | Jun 30, 26 | -7.16K | 0.03% |
| NewEdge Wealth, LLC | 14.80K | Jun 30, 26 | -- | 0.03% |
| Integrated Advisors Network LLC | 14.54K | Jun 30, 26 | +748 | 0.03% |
| Dynamic Advisor Solutions LLC | 12.96K | Jun 30, 26 | +2.12K | 0.03% |
| GGM Financials LLC | 12.83K | Jun 30, 26 | -8 | 0.03% |
| Covenant Asset Management, LLC | 12.81K | Jun 30, 26 | +852 | 0.03% |
| TRUIST FINANCIAL CORP | 11.91K | Jun 30, 26 | +4.87K | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 11.77K | Jun 30, 26 | +1.09K | 0.02% |
| HRT FINANCIAL LP | 11.22K | Jun 30, 26 | +11.22K | 0.02% |
| Nova Wealth Management, Inc. | 10.80K | Jun 30, 26 | -51 | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9.63K | Jun 30, 26 | -825 | 0.02% |
| Signature Equity Partners, LLC | 9.51K | Jun 30, 26 | +4.51K | 0.02% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 8.85K | Jun 30, 26 | -360 | 0.02% |
| Kovack Advisors, Inc. | 7.84K | Jun 30, 26 | +48 | 0.02% |
| Trademark Financial Management, LLC | 7.74K | Jun 30, 26 | -69 | 0.02% |
| Kestra Advisory Services, LLC | 7.42K | Jun 30, 26 | +7.42K | 0.01% |
| FMR LLC | 7.38K | Jun 30, 26 | -95 | 0.01% |
| STIFEL FINANCIAL CORP | 7.03K | Jun 30, 26 | +7.03K | 0.01% |
| Ameritas Advisory Services, LLC | 6.47K | Jun 30, 26 | -17.98K | 0.01% |
| TFB Advisors LLC | 6.43K | Jun 30, 26 | -- | 0.01% |
| Savvy Advisors, Inc. | 6.39K | Jun 30, 26 | +6.39K | 0.01% |
| NWF Advisory Services Inc. | 6.30K | Jun 30, 26 | +6.30K | 0.01% |
| Nuveen, LLC | 5.61K | Jun 30, 26 | +5.61K | 0.01% |
| CATALYST FINANCIAL PARTNERS LLC | 5.51K | Jun 30, 26 | -1.34K | 0.01% |
| EP Wealth Advisors, LLC | 3.58K | Jun 30, 26 | +3.58K | 0.01% |
| FIFTH THIRD BANCORP | 3.01K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.89K | Jun 30, 26 | +2.89K | 0.01% |
| Integrated Wealth Concepts LLC | 2.10K | Jun 30, 26 | +2.10K | 0.00% |
| CITIGROUP INC | 1.90K | Jun 30, 26 | +300 | 0.00% |
| ASSETMARK, INC | 1.71K | Jun 30, 26 | +1.49K | 0.00% |
| JNBA Financial Advisors | 1.45K | Jun 30, 26 | -- | 0.00% |
| GW&K Investment Management, LLC | 1.34K | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 1.16K | Jun 30, 26 | +1.16K | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.12K | Jun 30, 26 | -2.37K | 0.00% |
| GHP Investment Advisors, Inc. | 1.01K | Jun 30, 26 | +6 | 0.00% |
| MTM Investment Management, LLC | 835 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 781 | Jun 30, 26 | -- | 0.00% |
| HOEY INVESTMENTS, INC | 629 | Jun 30, 26 | -- | 0.00% |
| Quent Capital, LLC | 579 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 533 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 400 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 398 | Jun 30, 26 | -1.02K | 0.00% |
| Smartleaf Asset Management LLC | 229 | Jun 30, 26 | -- | 0.00% |
| Modern Wealth Management, LLC | 221 | Jun 30, 26 | +221 | 0.00% |
| JPMORGAN CHASE & CO | 188 | Jun 30, 26 | +1 | 0.00% |
| Global Retirement Partners, LLC | 173 | Jun 30, 26 | +173 | 0.00% |
| Strive Financial Group ,LLC | 106 | Jun 30, 26 | +106 | 0.00% |
| Downshift Financial, LLC | 89 | Jun 30, 26 | +89 | 0.00% |
| VANGUARD ADVISERS INC | 39 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 12 | Jun 30, 26 | +2 | 0.00% |
| LOGAN CAPITAL MANAGEMENT INC | 1 | Jun 30, 26 | +1 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.88K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -73.98K | -- |
| BLVD Private Wealth, LLC | -- | Jun 30, 26 | -8.03K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -1.98K | -- |
| Opal Wealth Advisors, LLC | -- | Jun 30, 26 | -946 | -- |
| True Wealth Design, LLC | -- | Jun 30, 26 | -1.85K | -- |
| WEBSTER BANK, N. A. | -- | Jun 30, 26 | -2.92K | -- |
| CWM, LLC | 1.70K | Mar 31, 26 | +1.70K | 0.00% |
| COMERICA BANK | 3.01K | Dec 31, 25 | -- | 0.01% |
| Congress Wealth Management LLC / DE / | -- | Jun 30, 25 | -233.22K | -- |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -590 | -- |
| Raymond James Financial Services Advisors, Inc. | 1.14M | Sep 30, 24 | +35.60K | 2.24% |
| RAYMOND JAMES & ASSOCIATES | 267.88K | Sep 30, 24 | +3.26K | 0.53% |
| Aspire Wealth Management Corp | 224.75K | Sep 30, 24 | +42.28K | 0.44% |
| ICA Group Wealth Management, LLC | 375 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 14.28K | Mar 31, 24 | +14.28K | 0.03% |
| Ten Capital Wealth Advisors, LLC | 123.05K | Jun 30, 23 | -10.39K | 0.24% |
| Capstone Financial Group, Inc. | 57.83K | Sep 30, 20 | -5.75K | 0.11% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 9.29K | Dec 31, 19 | +9.29K | 0.02% |
| Advisor Group, Inc. | 2.55K | Dec 31, 19 | +234 | 0.01% |
| Commonwealth Equity Services, Inc | 32.44K | Jun 30, 17 | +6.24K | 0.06% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -24.34K | -- |
| MSI Financial Services Inc | 16.04K | Dec 31, 16 | +1.12K | 0.03% |