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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 |
|---|---|---|---|---|
| UBS Group AG | 493.57K | Jun 30, 26 | +6.80K | 10.53% |
| BANK OF AMERICA CORP /DE/ | 467.00K | Jun 30, 26 | +8.31K | 9.96% |
| Wharton Business Group, LLC | 268.47K | Jun 30, 26 | -1.51K | 5.73% |
| JANE STREET GROUP, LLC | 114.93K | Jun 30, 26 | +114.93K | 2.45% |
| AMERIPRISE FINANCIAL INC | 111.05K | Jun 30, 26 | -3.28K | 2.37% |
| Portland Global Advisors LLC | 105.30K | Jun 30, 26 | +1.17K | 2.25% |
| WELLS FARGO & COMPANY/MN | 95.35K | Jun 30, 26 | +70.49K | 2.03% |
| Trek Financial, LLC | 90.94K | Jun 30, 26 | +90.94K | 1.94% |
| ROYAL BANK OF CANADA | 88.54K | Jun 30, 26 | +36.69K | 1.89% |
| MORGAN STANLEY | 81.34K | Jun 30, 26 | -12.87K | 1.73% |
| RAYMOND JAMES FINANCIAL INC | 75.46K | Jun 30, 26 | -1.15K | 1.61% |
| LPL Financial LLC | 71.50K | Jun 30, 26 | -1.04K | 1.52% |
| Lido Advisors, LLC | 38.01K | Jun 30, 26 | +4.91K | 0.81% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37.30K | Jun 30, 26 | +11.15K | 0.80% |
| Clearwater Capital Advisors, LLC | 32.89K | Jun 30, 26 | -3.40K | 0.70% |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.65K | Jun 30, 26 | -17 | 0.59% |
| JONES FINANCIAL COMPANIES LLLP | 24.57K | Jun 30, 26 | +3.96K | 0.52% |
| Steward Partners Investment Advisory, LLC | 23.18K | Jun 30, 26 | -416 | 0.49% |
| Cambridge Investment Research Advisors, Inc. | 23.02K | Jun 30, 26 | +12 | 0.49% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21.62K | Jun 30, 26 | +21.62K | 0.46% |
| CITADEL ADVISORS LLC | 21.46K | Jun 30, 26 | +21.46K | 0.46% |
| ENVESTNET ASSET MANAGEMENT INC | 20.13K | Jun 30, 26 | +7.74K | 0.43% |
| GOLDMAN SACHS GROUP INC | 18.65K | Jun 30, 26 | +11.46K | 0.40% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 17.68K | Jun 30, 26 | -3.53K | 0.38% |
| PRUDENTIAL PLC | 16.80K | Jun 30, 26 | +700 | 0.36% |
| MML INVESTORS SERVICES, LLC | 16.35K | Jun 30, 26 | +6.71K | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 15.78K | Jun 30, 26 | +4.62K | 0.34% |
| Cetera Investment Advisers | 15.64K | Jun 30, 26 | +321 | 0.33% |
| FLOW TRADERS U.S. LLC | 12.69K | Jun 30, 26 | +12.69K | 0.27% |
| EP Wealth Advisors, LLC | 11.10K | Jun 30, 26 | +11.10K | 0.24% |
| BECK CAPITAL MANAGEMENT, LLC | 9.96K | Jun 30, 26 | +9.96K | 0.21% |
| Arkadios Wealth Advisors | 8.38K | Jun 30, 26 | +8.38K | 0.18% |
| First Heartland Consultants, Inc. | 8.22K | Jun 30, 26 | +28 | 0.18% |
| Resources Investment Advisors, LLC. | 7.87K | Jun 30, 26 | +32 | 0.17% |
| Banco Santander, S.A. | 7.56K | Jun 30, 26 | -- | 0.16% |
| MATAURO, LLC | 7.45K | Jun 30, 26 | +30 | 0.16% |
| Ally Invest Advisors Inc. | 6.85K | Jun 30, 26 | -524 | 0.15% |
| Wealthcare Advisory Partners LLC | 6.66K | Jun 30, 26 | +6.66K | 0.14% |
| MISSION WEALTH MANAGEMENT, LP | 5.95K | Jun 30, 26 | +5.95K | 0.13% |
| Rockefeller Capital Management L.P. | 5.19K | Jun 30, 26 | +1.70K | 0.11% |
| CHAPMAN FINANCIAL GROUP, LLC | 2.19K | Jun 30, 26 | +2.19K | 0.05% |
| Integrated Wealth Concepts LLC | 2.17K | Jun 30, 26 | +2.17K | 0.05% |
| Tidemark, LLC | 1.41K | Jun 30, 26 | +18 | 0.03% |
| Triumph Capital Management | 910 | Jun 30, 26 | -7 | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 897 | Jun 30, 26 | +611 | 0.02% |
| Vision Retirement, LLC | 750 | Jun 30, 26 | -- | 0.02% |
| Pacific Center for Financial Services | 555 | Jun 30, 26 | +2 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 550 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 500 | Jun 30, 26 | -- | 0.01% |
| Federation des caisses Desjardins du Quebec | 300 | Jun 30, 26 | -- | 0.01% |
| IFP Advisors, Inc | 291 | Jun 30, 26 | -- | 0.01% |
| Rossby Financial, LCC | 291 | Jun 30, 26 | +231 | 0.01% |
| Murphy & Mullick Capital Management Corp | 275 | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 257 | Jun 30, 26 | -- | 0.01% |
| Archer Investment Corp | 248 | Jun 30, 26 | -- | 0.01% |
| Parallel Advisors, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 166 | Jun 30, 26 | +1 | 0.00% |
| HHM Wealth Advisors, LLC | 135 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 94 | Jun 30, 26 | -86 | 0.00% |
| 1 NORTH WEALTH SERVICES LLC | 85 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 78 | Jun 30, 26 | -- | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 55 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 40 | Jun 30, 26 | -- | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 33 | Jun 30, 26 | +33 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 2 | Jun 30, 26 | +2 | 0.00% |
| Qube Research & Technologies Ltd | 2 | Jun 30, 26 | -293 | 0.00% |
| AlphaCore Capital LLC | 1 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | -- | Jun 30, 26 | -1.41K | -- |
| CFG Wealth Management Services, Inc. | -- | Jun 30, 26 | -200 | -- |
| Founders Financial Alliance, LLC | -- | Jun 30, 26 | -3.41K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -23.30K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -700 | -- |
| Larson Financial Group LLC | -- | Jun 30, 26 | -14 | -- |
| Opes Wealth Management LLC | 10.95K | Mar 31, 26 | -3.50K | 0.23% |
| Sunbelt Securities, Inc. | 1.00K | Mar 31, 26 | -- | 0.02% |
| COMERICA BANK | 294 | Dec 31, 25 | +294 | 0.01% |
| Wolf Group Capital Advisors | 17.11K | Mar 31, 25 | +2.52K | 0.36% |
| Transform Wealth, LLC | -- | Mar 31, 25 | -31.86K | -- |
| Raymond James Financial Services Advisors, Inc. | 23.03K | Sep 30, 24 | -207 | 0.49% |
| Custom Portfolio Group LLC | 31.31K | Jun 30, 24 | -340 | 0.67% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 426 | Jun 30, 24 | -1.05K | 0.01% |
| ICA Group Wealth Management, LLC | 25 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisors LLC | 10.76K | Mar 31, 24 | +125 | 0.23% |
| TimeScale Financial, Inc. | 189 | Jun 30, 23 | +1 | 0.00% |
| Kistler-Tiffany Companies, LLC | -- | Jun 30, 23 | -350 | -- |
| Cribstone Capital Management, LLC | 700 | Dec 31, 22 | +700 | 0.01% |
| American Portfolios Advisors | 664 | Sep 30, 22 | -- | 0.01% |
| Covington Capital Management | 100 | Sep 30, 22 | -- | 0.00% |
| Spectrum Management Group, LLC | 82 | Sep 30, 22 | -- | 0.00% |
| Lenox Wealth Advisors, LLC | 1.76K | Mar 31, 22 | -- | 0.04% |
| STRATEGIC WEALTH MANAGEMENT INC | 43.55K | Dec 31, 21 | -- | 0.93% |
| NEXT Financial Group, Inc | 1.56K | Dec 31, 21 | +489 | 0.03% |
| Sandell Asset Management Corp. | 35.00K | Sep 30, 20 | -- | 0.75% |
| TCG Advisors, LP | -- | Sep 30, 20 | -7.37K | -- |
