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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 |
|---|---|---|---|---|
| Hartford Funds Management Co LLC | 13.72M | Jun 30, 26 | +757.55K | 20.56% |
| BANK OF MONTREAL /CAN/ | 9.90M | Jun 30, 26 | +1.23M | 14.83% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.70M | Jun 30, 26 | +259.19K | 4.05% |
| BANK OF AMERICA CORP /DE/ | 2.10M | Jun 30, 26 | +113.79K | 3.14% |
| THRIVENT FINANCIAL FOR LUTHERANS | 1.60M | Jun 30, 26 | +1.08M | 2.40% |
| EVOLVE PRIVATE WEALTH, LLC | 1.51M | Jun 30, 26 | +92.43K | 2.26% |
| LPL Financial LLC | 1.44M | Jun 30, 26 | +219.52K | 2.16% |
| MCIA Inc | 1.32M | Jun 30, 26 | +87.43K | 1.98% |
| UBS Group AG | 1.21M | Jun 30, 26 | +7.65K | 1.81% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.13M | Jun 30, 26 | -3.62K | 1.70% |
| HB Wealth Management, LLC | 1.08M | Jun 30, 26 | -132.20K | 1.62% |
| RAYMOND JAMES FINANCIAL INC | 1.04M | Jun 30, 26 | -31.42K | 1.56% |
| HOWARD FINANCIAL SERVICES, LTD. | 1.02M | Jun 30, 26 | +28.21K | 1.52% |
| Berger Financial Group, Inc | 978.48K | Jun 30, 26 | +86.61K | 1.47% |
| Fragasso Group Inc. | 945.41K | Jun 30, 26 | +30.23K | 1.42% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 943.80K | Jun 30, 26 | -61.20K | 1.41% |
| HighTower Advisors, LLC | 908.21K | Jun 30, 26 | -76.67K | 1.36% |
| JONES FINANCIAL COMPANIES LLLP | 850.74K | Jun 30, 26 | +100.95K | 1.28% |
| CATALYST FINANCIAL PARTNERS LLC | 750.39K | Jun 30, 26 | +38.99K | 1.12% |
| National Philanthropic Trust | 722.13K | Jun 30, 26 | -77.96K | 1.08% |
| Spire Wealth Management | 713.50K | Jun 30, 26 | -868 | 1.07% |
| Great Point Wealth Advisors, LLC | 687.94K | Jun 30, 26 | +32.03K | 1.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 634.31K | Jun 30, 26 | +9.96K | 0.95% |
| Brio Consultants, LLC | 528.26K | Jun 30, 26 | +1.07K | 0.79% |
| ATTICUS WEALTH MANAGEMENT, LLC | 507.71K | Jun 30, 26 | +33.01K | 0.76% |
| JPMORGAN CHASE & CO | 503.04K | Jun 30, 26 | +22.73K | 0.75% |
| Rehmann Capital Advisory Group | 469.69K | Jun 30, 26 | -21.02K | 0.70% |
| ADVISOR GROUP HOLDINGS, INC. | 454.33K | Jun 30, 26 | +76.17K | 0.68% |
| ROYAL BANK OF CANADA | 441.96K | Jun 30, 26 | +16.57K | 0.66% |
| CAPTRUST FINANCIAL ADVISORS | 431.69K | Jun 30, 26 | -154.77K | 0.65% |
| CONDOR CAPITAL MANAGEMENT | 421.98K | Jun 30, 26 | +17.94K | 0.63% |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | 396.78K | Jun 30, 26 | +45.99K | 0.59% |
| WCG Wealth Advisors LLC | 392.21K | Jun 30, 26 | +7.13K | 0.59% |
| Steward Partners Investment Advisory, LLC | 360.25K | Jun 30, 26 | +63.24K | 0.54% |
| Bensler, LLC | 292.61K | Jun 30, 26 | -33.20K | 0.44% |
| Private Advisor Group, LLC | 283.26K | Jun 30, 26 | +9.01K | 0.42% |
| Integrated Wealth Concepts LLC | 263.68K | Jun 30, 26 | +9.64K | 0.40% |
| Sanchez Wealth Management Group | 259.71K | Jun 30, 26 | +13.92K | 0.39% |
| PRIVATE CLIENT SERVICES, LLC | 248.71K | Jun 30, 26 | +9 | 0.37% |
| Sanctuary Advisors, LLC | 242.12K | Jun 30, 26 | +15.13K | 0.36% |
| IRON Financial LLC | 194.09K | Jun 30, 26 | -52.06K | 0.29% |
| Apella Capital, LLC | 183.72K | Jun 30, 26 | +18.11K | 0.28% |
| STIFEL FINANCIAL CORP | 178.47K | Jun 30, 26 | -494 | 0.27% |
| Integrity Financial Corp /WA | 171.67K | Jun 30, 26 | +16.75K | 0.26% |
| Strid Group, LLC | 163.56K | Jun 30, 26 | +4.85K | 0.25% |
| MBE Wealth Management, LLC | 162.49K | Jun 30, 26 | +70.61K | 0.24% |
| Freedom Financial Partners LLC | 138.91K | Jun 30, 26 | +511 | 0.21% |
| United Advisor Group, LLC | 138.51K | Jun 30, 26 | +3.96K | 0.21% |
| CFO4Life Group, LLC | 123.97K | Jun 30, 26 | -380 | 0.19% |
| Cetera Investment Advisers | 115.91K | Jun 30, 26 | +21.80K | 0.17% |
| Mariner, LLC | 106.24K | Jun 30, 26 | -92.59K | 0.16% |
| CENTRAL TRUST Co | 96.13K | Jun 30, 26 | +3.73K | 0.14% |
| Kingsview Wealth Management, LLC | 93.29K | Jun 30, 26 | -7.63K | 0.14% |
| LEGACY SOLUTIONS, LLC | 90.40K | Jun 30, 26 | +9.21K | 0.14% |
| DAVENPORT & Co LLC | 83.32K | Jun 30, 26 | -8.94K | 0.12% |
| Baird Financial Group, Inc. | 82.06K | Jun 30, 26 | -3.10K | 0.12% |
| Marshall Financial Group LLC | 73.57K | Jun 30, 26 | -1.33K | 0.11% |
| CITADEL ADVISORS LLC | 68.46K | Jun 30, 26 | -31.83K | 0.10% |
| 49 WEALTH MANAGEMENT, LLC | 67.92K | Jun 30, 26 | +67.92K | 0.10% |
| ALONGSIDE, LLC | 67.92K | Jun 30, 26 | +67.92K | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 50.43K | Jun 30, 26 | -15.52K | 0.08% |
| First Heartland Consultants, Inc. | 49.67K | Jun 30, 26 | -22.40K | 0.07% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 46.02K | Jun 30, 26 | +140 | 0.07% |
| Gotham Asset Management, LLC | 43.63K | Jun 30, 26 | +1.90K | 0.07% |
| Clarendon Private LLC | 43.41K | Jun 30, 26 | +2.54K | 0.07% |
| NATIXIS ADVISORS, L.P. | 40.45K | Jun 30, 26 | +22.17K | 0.06% |
| Laraway Financial Advisors Inc | 34.93K | Jun 30, 26 | +1.10K | 0.05% |
| Mann Financial Group, Inc. | 30.62K | Jun 30, 26 | -59 | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 28.12K | Jun 30, 26 | -12.97K | 0.04% |
| Westside Investment Management, Inc. | 23.64K | Jun 30, 26 | -- | 0.04% |
| NewEdge Advisors, LLC | 22.68K | Jun 30, 26 | -14.21K | 0.03% |
| Kestra Advisory Services, LLC | 19.88K | Jun 30, 26 | +1.02K | 0.03% |
| Nuveen, LLC | 17.63K | Jun 30, 26 | +17.63K | 0.03% |
| Golden State Wealth Management, LLC | 16.83K | Jun 30, 26 | +18 | 0.03% |
| MSH Capital Advisors LLC | 16.55K | Jun 30, 26 | -15.19K | 0.02% |
| VICTORY FINANCIAL GROUP, LLC | 15.69K | Jun 30, 26 | -1.11K | 0.02% |
| Rockefeller Capital Management L.P. | 15.47K | Jun 30, 26 | -3 | 0.02% |
| Beacon Pointe Advisors, LLC | 14.52K | Jun 30, 26 | +1.57K | 0.02% |
| Advance Capital Management, Inc. | 13.89K | Jun 30, 26 | -2.17K | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 13.07K | Jun 30, 26 | +1.21K | 0.02% |
| Fermata Advisors, LLC | 12.42K | Jun 30, 26 | +162 | 0.02% |
| Sovran Advisors, LLC | 12.00K | Jun 30, 26 | -1.72K | 0.02% |
| Allworth Financial LP | 10.94K | Jun 30, 26 | +2.48K | 0.02% |
| Prostatis Group LLC | 10.19K | Jun 30, 26 | -2.16K | 0.02% |
| MAI Capital Management | 9.97K | Jun 30, 26 | -1.60K | 0.01% |
| Stonehearth Capital Management, LLC | 9.70K | Jun 30, 26 | -106 | 0.01% |
| Farther Finance Advisors, LLC | 9.50K | Jun 30, 26 | +8.35K | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8.49K | Jun 30, 26 | +951 | 0.01% |
| Wealth Enhancement Trust Services, Inc. | 7.37K | Jun 30, 26 | -- | 0.01% |
| May Hill Capital, LLC | 7.34K | Jun 30, 26 | +7.34K | 0.01% |
| Keel Point, LLC | 7.15K | Jun 30, 26 | -916 | 0.01% |
| Vise Technologies, Inc. | 6.95K | Jun 30, 26 | +6.95K | 0.01% |
| Concurrent Investment Advisors, LLC | 6.69K | Jun 30, 26 | -143 | 0.01% |
| FIFTH THIRD BANCORP | 6.55K | Jun 30, 26 | -4.75K | 0.01% |
| Krilogy Financial LLC | 6.53K | Jun 30, 26 | -4.88K | 0.01% |
| Wealthcare Advisory Partners LLC | 6.30K | Jun 30, 26 | -89 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 6.28K | Jun 30, 26 | -1.50K | 0.01% |
| INSPIRION WEALTH ADVISORS, LLC | 6.17K | Jun 30, 26 | -2.47K | 0.01% |
| Barnes Dennig Private Wealth Management LLC | 5.72K | Jun 30, 26 | +800 | 0.01% |
| AdvisorNet Financial, Inc | 5.44K | Jun 30, 26 | +4.90K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4.53K | Jun 30, 26 | +4.26K | 0.01% |
| Glassman Wealth Services | 3.69K | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 3.54K | Jun 30, 26 | +3.54K | 0.01% |
| Harborfront Financial Group LLC | 2.45K | Jun 30, 26 | +2.45K | 0.00% |
| Salomon & Ludwin, LLC | 2.42K | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 2.35K | Jun 30, 26 | +25 | 0.00% |
| AE Wealth Management LLC | 1.90K | Jun 30, 26 | -99 | 0.00% |
| MORGAN STANLEY | 1.59K | Jun 30, 26 | +397 | 0.00% |
| Investment Research & Advisory Group, Inc. | 1.29K | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 950 | Jun 30, 26 | +950 | 0.00% |
| Investors Research Corp | 876 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 621 | Jun 30, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 427 | Jun 30, 26 | +427 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 296 | Jun 30, 26 | -2.50K | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 260 | Jun 30, 26 | +260 | 0.00% |
| PRIVATE TRUST CO NA | 140 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 134 | Jun 30, 26 | -- | 0.00% |
| Lloyd Advisory Services, LLC. | 83 | Jun 30, 26 | -8.35K | 0.00% |
| Strategic Wealth Partners, Ltd. | 72 | Jun 30, 26 | -- | 0.00% |
| Networth Advisors, LLC | 48 | Jun 30, 26 | -- | 0.00% |
| Capital Analysts, LLC | 43 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 19 | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 10 | Jun 30, 26 | -5 | 0.00% |
| Kingdom Financial Group LLC. | 6 | Jun 30, 26 | -8.42K | 0.00% |
| Park Capital Management, LLC / WI | -- | Jun 30, 26 | -1.09M | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -17 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -17.84K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -76.40K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -462.18K | -- |
| Baer Investment Advisory LLC | -- | Jun 30, 26 | -16.80K | -- |
| HUNTINGTON NATIONAL BANK | -- | Jun 30, 26 | -146 | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -33.29K | -- |
| SAXON INTERESTS, INC. | -- | Jun 30, 26 | -26.73K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -156.10K | -- |
| Atria Investments, Inc | -- | Jun 30, 26 | -22.70K | -- |
| Summit Financial, LLC | -- | Jun 30, 26 | -82.11K | -- |
| Janney Montgomery Scott LLC | -- | Jun 30, 26 | -10.40K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -99.97K | -- |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -- | Jun 30, 26 | -2.74K | -- |
| CWM, LLC | 6.80K | Mar 31, 26 | -974 | 0.01% |
| COMERICA BANK | 11.13K | Dec 31, 25 | -- | 0.02% |
| CIBC Private Wealth Group, LLC | 6.16K | Dec 31, 25 | +6.16K | 0.01% |
| Kathleen S. Wright Associates Inc. | 102.74K | Sep 30, 25 | +319 | 0.15% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -127.24K | -- |
| Congress Wealth Management LLC / DE / | 77.54K | Jun 30, 25 | +77.54K | 0.12% |
| Atria Wealth Solutions, Inc. | 17.21K | Jun 30, 25 | -12.07K | 0.03% |
| Wolf Group Capital Advisors | 40.60K | Mar 31, 25 | +40.60K | 0.06% |
| WMS Partners, LLC | 1.95M | Dec 31, 24 | +187.53K | 2.92% |
| WR Wealth Planners, LLC | 8 | Dec 31, 24 | -- | 0.00% |
| Financial Planning & Information Services, Inc. | 1.46M | Sep 30, 24 | +242.06K | 2.19% |
| Raymond James Financial Services Advisors, Inc. | 595.85K | Sep 30, 24 | -14.68K | 0.89% |
| RAYMOND JAMES & ASSOCIATES | 271.04K | Sep 30, 24 | +178.76K | 0.41% |
| RAYMOND JAMES TRUST N.A. | 7.56K | Sep 30, 24 | +7.56K | 0.01% |
| Coombe, Bender & Co LLC | -- | Jun 30, 24 | -10.46K | -- |
| Cetera Advisor Networks LLC | 100.38K | Mar 31, 24 | -10.03K | 0.15% |
| Cetera Advisors LLC | 20.85K | Mar 31, 24 | +2.94K | 0.03% |
| Simplicity Solutions, LLC | 128.24K | Dec 31, 23 | +6.88K | 0.19% |
| Financial Advantage, Inc. | 15.57K | Sep 30, 23 | -- | 0.02% |
| PFS INVESTMENTS INC. | 473.43K | Jun 30, 23 | +35.91K | 0.71% |
| TimeScale Financial, Inc. | 294.34K | Jun 30, 23 | -5.31K | 0.44% |
| Quantitative Advantage, LLC | 373.36K | Mar 31, 23 | -16.78K | 0.56% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 46 | Mar 31, 23 | -- | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 842 | Dec 31, 22 | +842 | 0.00% |
| American Portfolios Advisors | 323.37K | Sep 30, 22 | -11.78K | 0.48% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 158.04K | Sep 30, 22 | -21.56K | 0.24% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 32.30K | Jun 30, 22 | -9.25K | 0.05% |
| NEXT Financial Group, Inc | 6 | Dec 31, 21 | +6 | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 19.52K | Sep 30, 21 | +1.25K | 0.03% |
| Advisor Group, Inc. | 3.20K | Dec 31, 19 | +200 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 79 | Dec 31, 19 | +79 | 0.00% |
