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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| COURIER CAPITAL LLC | -- | Sep 30, 26 | -187.06K | -- |
| Virginia Estate & Retirement Planning Advisors Inc. | -- | Sep 30, 26 | -1.28K | -- |
| Upper Left Wealth Management, LLC | -- | Sep 30, 26 | -10.98K | -- |
| BANK OF AMERICA CORP /DE/ | 185.11K | Jun 30, 26 | +7.79K | 5.00% |
| MORGAN STANLEY | 127.97K | Jun 30, 26 | -571 | 3.46% |
| Cerity Partners LLC | 98.07K | Jun 30, 26 | -5.62K | 2.65% |
| Payne Capital Management, LLC | 77.71K | Jun 30, 26 | +2.15K | 2.10% |
| Gallagher Fiduciary Advisors, LLC | 62.32K | Jun 30, 26 | -1.25M | 1.68% |
| Old Port Advisors | 52.15K | Jun 30, 26 | -2.40K | 1.41% |
| Beacon Pointe Advisors, LLC | 50.86K | Jun 30, 26 | -17.70K | 1.37% |
| Lido Advisors, LLC | 46.22K | Jun 30, 26 | +1.43K | 1.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45.05K | Jun 30, 26 | +4.55K | 1.22% |
| AE Wealth Management LLC | 42.85K | Jun 30, 26 | +18.81K | 1.16% |
| ADVISOR GROUP HOLDINGS, INC. | 40.07K | Jun 30, 26 | +24.32K | 1.08% |
| WELLS FARGO & COMPANY/MN | 32.94K | Jun 30, 26 | -38.81K | 0.89% |
| Wealthfront Advisers LLC | 26.64K | Jun 30, 26 | -25.38K | 0.72% |
| Dunhill Financial, LLC | 24.35K | Jun 30, 26 | -11.26K | 0.66% |
| MARYLAND CAPITAL ADVISORS INC. | 21.56K | Jun 30, 26 | +21.56K | 0.58% |
| CITADEL ADVISORS LLC | 20.11K | Jun 30, 26 | -4.08K | 0.54% |
| Creative Planning | 18.53K | Jun 30, 26 | +2.50K | 0.50% |
| LPL Financial LLC | 17.01K | Jun 30, 26 | -514 | 0.46% |
| Invesco Ltd. | 16.90K | Jun 30, 26 | -662 | 0.46% |
| JANE STREET GROUP, LLC | 16.14K | Jun 30, 26 | -22.62K | 0.44% |
| Financial Alternatives, Inc | 15.51K | Jun 30, 26 | +146 | 0.42% |
| NATIXIS ADVISORS, L.P. | 15.45K | Jun 30, 26 | +3.17K | 0.42% |
| AWM CAPITAL, LLC | 14.30K | Jun 30, 26 | +3.62K | 0.39% |
| Bank of New York Mellon Corp | 13.61K | Jun 30, 26 | -- | 0.37% |
| Ariadne Wealth Management, LP | 13.04K | Jun 30, 26 | -- | 0.35% |
| WESTBOURNE INVESTMENTS, INC. | 12.20K | Jun 30, 26 | -1.69K | 0.33% |
| SBI Securities Co., Ltd. | 11.96K | Jun 30, 26 | -133 | 0.32% |
| Upper Left Wealth Management, LLC | 10.98K | Jun 30, 26 | +194 | 0.30% |
| Savvy Advisors, Inc. | 10.24K | Jun 30, 26 | -- | 0.28% |
| Integras Partners LLC | 9.77K | Jun 30, 26 | +9.77K | 0.26% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.52K | Jun 30, 26 | +275 | 0.26% |
| JONES FINANCIAL COMPANIES LLLP | 9.28K | Jun 30, 26 | +4.62K | 0.25% |
| Private Wealth Management Group, LLC | 6.18K | Jun 30, 26 | -- | 0.17% |
| UBS Group AG | 4.35K | Jun 30, 26 | +229 | 0.12% |
| Parkside Financial Bank & Trust | 2.91K | Jun 30, 26 | +26 | 0.08% |
| Stone House Investment Management, LLC | 2.20K | Jun 30, 26 | +16 | 0.06% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1.59K | Jun 30, 26 | -1.81K | 0.04% |
| IFP Advisors, Inc | 1.01K | Jun 30, 26 | -- | 0.03% |
| Strategic Investment Solutions, Inc. /IL | 1.00K | Jun 30, 26 | +1.00K | 0.03% |
| BLAIR WILLIAM & CO/IL | 923 | Jun 30, 26 | -- | 0.02% |
| CITIGROUP INC | 882 | Jun 30, 26 | -- | 0.02% |
| FMR LLC | 563 | Jun 30, 26 | -118 | 0.02% |
| FIFTH THIRD BANCORP | 446 | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 444 | Jun 30, 26 | +444 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 284 | Jun 30, 26 | +284 | 0.01% |
| EverSource Wealth Advisors, LLC | 275 | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 172 | Jun 30, 26 | +117 | 0.00% |
| BANK OF MONTREAL /CAN/ | 25 | Jun 30, 26 | +25 | 0.00% |
| Princeton Global Asset Management LLC | -- | Jun 30, 26 | -15 | -- |
| Cetera Investment Advisers | -- | Jun 30, 26 | -13.39K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -300 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -64.68K | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -108 | -- |
| Running Point Capital Advisors, LLC | 88.05K | Dec 31, 25 | -33.27K | 2.38% |
| COMERICA BANK | 446 | Dec 31, 25 | -- | 0.01% |
| Family Firm, Inc. | 114.62K | Jun 30, 25 | +205 | 3.10% |
| AVANTAX ADVISORY SERVICES, INC. | 11.51K | Jun 30, 25 | +11.51K | 0.31% |
| AGILIS PARTNERS LLC | 58.02K | Dec 31, 24 | +8.65K | 1.57% |
| Raymond James Financial Services Advisors, Inc. | 46.35K | Sep 30, 24 | +769 | 1.25% |
| BlackRock Inc. | 4.65K | Jun 30, 24 | +422 | 0.13% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 23.67K | Sep 30, 23 | -23.63K | 0.64% |
| PICTET ASSET MANAGEMENT SA | 108.34K | Jun 30, 23 | -25.92K | 2.93% |
| WIPFLI FINANCIAL ADVISORS LLC, | 4.91K | Sep 30, 22 | +4.91K | 0.13% |
| ACG Wealth | -- | Sep 30, 22 | -451 | -- |
| BREWIN DOLPHIN LTD | -- | Jun 30, 22 | -11.88K | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -200 | -- |
| PICTET ASSET MANAGEMENT LTD | 157.60K | Jun 30, 21 | -- | 4.26% |
| Stratford Consulting, LLC | 7.99K | Mar 31, 20 | -6.48K | 0.22% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 7.03K | Dec 31, 19 | -1.28K | 0.19% |
| Advisor Group, Inc. | 50 | Dec 31, 19 | -- | 0.00% |
| Guidant Wealth Advisors | 2.70K | Sep 30, 19 | -- | 0.07% |
| HL FINANCIAL SERVICES LLC | 7.99K | Mar 31, 19 | -- | 0.22% |
| Vantage Investment Advisors, LLC | 308 | Sep 30, 18 | -11 | 0.01% |
| MILLIE CAPITAL MANAGEMENT, LLC | 140.55K | Dec 31, 17 | -1.05K | 3.80% |
| BB&T INVESTMENT SERVICES, INC. | 142 | Dec 31, 17 | -- | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -50.74K | -- |
| RAY GERALD L & ASSOCIATES LTD | 14.74K | Sep 30, 17 | -- | 0.40% |
| Commonwealth Equity Services, Inc | 23.68K | Jun 30, 17 | +3.00K | 0.64% |
| Efficient Market Advisors, LLC | 1.88M | Mar 31, 17 | +1.88M | 50.75% |
| FIRST FINANCIAL EQUITY CORPORATION | 126.45K | Mar 31, 17 | +126.45K | 3.42% |
| CT Financial Advisors LLC | 307 | Mar 31, 17 | +2 | 0.01% |
| BLACKROCK ADVISORS LLC | 153.20K | Dec 31, 16 | -58.58K | 4.14% |
| INTEGRATED WEALTH COUNSEL, LLC | 150.17K | Dec 31, 16 | -11.10K | 4.06% |
| BlackRock Institutional Trust Company, N.A. | 114.27K | Dec 31, 16 | -691.49K | 3.09% |
| BlackRock Investment Management, LLC | 19.22K | Dec 31, 16 | +2.66K | 0.52% |
| MSI Financial Services Inc | 461 | Dec 31, 16 | +231 | 0.01% |
| BlackRock Fund Advisors | -- | Dec 31, 16 | -10.50M | -- |
| MONTAGE INVESTMENTS, LLC | 44 | Sep 30, 16 | +44 | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 417.10K | Jun 30, 15 | -20.23K | 11.27% |
| FOUNDERS BANK & TRUST | 95 | Dec 31, 14 | -50 | 0.00% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -10.74K | -- |
| UBS AG | 274.54K | Sep 30, 14 | -51.91K | 7.42% |
| STIFEL NICOLAUS & CO INC \MO\ | 20.19K | Sep 30, 13 | -17.67K | 0.55% |
| KNIGHT CAPITAL GROUP LLC | 32.30K | Jun 30, 13 | +7.30K | 0.87% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data