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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 9.78M | Jun 30, 26 | +922.25K | 19.38% |
| UBS Group AG | 5.00M | Jun 30, 26 | -646.32K | 9.92% |
| Penserra Capital Management LLC | 4.28M | Jun 30, 26 | +163.55K | 8.49% |
| WELLS FARGO & COMPANY/MN | 2.69M | Jun 30, 26 | -212.67K | 5.34% |
| FLAGSHIP HARBOR ADVISORS, LLC | 2.33M | Jun 30, 26 | +92.85K | 4.61% |
| BANK OF AMERICA CORP /DE/ | 2.08M | Jun 30, 26 | +287.90K | 4.12% |
| AMERIPRISE FINANCIAL INC | 1.31M | Jun 30, 26 | +39.58K | 2.61% |
| LPL Financial LLC | 1.18M | Jun 30, 26 | +45.06K | 2.34% |
| ROYAL BANK OF CANADA | 926.55K | Jun 30, 26 | +111.82K | 1.84% |
| Sanctuary Advisors, LLC | 820.49K | Jun 30, 26 | +51.82K | 1.63% |
| ADVISOR GROUP HOLDINGS, INC. | 431.25K | Jun 30, 26 | +24.76K | 0.85% |
| J.W. COLE ADVISORS, INC. | 423.80K | Jun 30, 26 | +423.80K | 0.84% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 366.56K | Jun 30, 26 | +22.39K | 0.73% |
| WealthTrust Axiom LLC | 343.12K | Jun 30, 26 | -13.46K | 0.68% |
| ROMAN BUTLER FULLERTON & CO | 282.80K | Jun 30, 26 | +5.96K | 0.56% |
| Cooper Financial Group | 265.53K | Jun 30, 26 | +4.13K | 0.53% |
| Tennessee Valley Asset Management Partners | 261.16K | Jun 30, 26 | -1.49K | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 260.32K | Jun 30, 26 | +33.67K | 0.52% |
| 180 WEALTH ADVISORS, LLC | 233.83K | Jun 30, 26 | +13.45K | 0.46% |
| GUGGENHEIM CAPITAL LLC | 213.63K | Jun 30, 26 | +943 | 0.42% |
| Cetera Investment Advisers | 209.82K | Jun 30, 26 | -20.44K | 0.42% |
| Rayburn West Financial Services LLC | 161.57K | Jun 30, 26 | -- | 0.32% |
| Investment Partners Asset Management, Inc. | 152.52K | Jun 30, 26 | -321 | 0.30% |
| Vinva Investment Management Ltd | 143.49K | Jun 30, 26 | +143.49K | 0.28% |
| Rockefeller Capital Management L.P. | 137.62K | Jun 30, 26 | -13.89K | 0.27% |
| STIFEL FINANCIAL CORP | 136.86K | Jun 30, 26 | -33.05K | 0.27% |
| Mariner, LLC | 125.15K | Jun 30, 26 | -1.42K | 0.25% |
| Samalin Investment Counsel, LLC | 98.21K | Jun 30, 26 | +2.13K | 0.19% |
| IHT Wealth Management, LLC | 88.38K | Jun 30, 26 | -4.60K | 0.18% |
| Atomi Financial Group, Inc. | 71.45K | Jun 30, 26 | -1.96K | 0.14% |
| FIFTH THIRD BANCORP | 71.18K | Jun 30, 26 | +2.02K | 0.14% |
| NWF Advisory Services Inc. | 68.80K | Jun 30, 26 | -13.50K | 0.14% |
| Cambridge Investment Research Advisors, Inc. | 65.36K | Jun 30, 26 | +3.68K | 0.13% |
| Global Retirement Partners, LLC | 63.16K | Jun 30, 26 | +63.16K | 0.13% |
| Moors & Cabot, Inc. | 61.56K | Jun 30, 26 | -13.47K | 0.12% |
| Merit Financial Group, LLC | 61.24K | Jun 30, 26 | -9.96K | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 59.29K | Jun 30, 26 | -1.07K | 0.12% |
| Live Oak Private Wealth LLC | 54.88K | Jun 30, 26 | -- | 0.11% |
| CITADEL ADVISORS LLC | 53.32K | Jun 30, 26 | +28.00K | 0.11% |
| Sunpointe, LLC | 52.58K | Jun 30, 26 | -- | 0.10% |
| CHOREO, LLC | 51.71K | Jun 30, 26 | -4.47K | 0.10% |
| Janney Montgomery Scott LLC | 50.97K | Jun 30, 26 | +808 | 0.10% |
| Z3 Capital Partners, LLC | 50.09K | Jun 30, 26 | -- | 0.10% |
| SeaCrest Wealth Management, LLC | 47.85K | Jun 30, 26 | +3.82K | 0.09% |
| Alteri Wealth LLC | 46.72K | Jun 30, 26 | +2.00K | 0.09% |
| ECLECTIC ASSOCIATES INC /ADV | 42.55K | Jun 30, 26 | +854 | 0.08% |
| QUATTRO FINANCIAL ADVISORS LLC | 40.29K | Jun 30, 26 | -- | 0.08% |
| READYSTATE ASSET MANAGEMENT LP | 39.62K | Jun 30, 26 | -63.29K | 0.08% |
| NewEdge Advisors, LLC | 39.10K | Jun 30, 26 | -- | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 38.09K | Jun 30, 26 | +531 | 0.08% |
| ACCREDITED INVESTOR SERVICES, LLC | 30.92K | Jun 30, 26 | -1.51K | 0.06% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 29.50K | Jun 30, 26 | -- | 0.06% |
| PARK AVENUE SECURITIES LLC | 28.16K | Jun 30, 26 | -533 | 0.06% |
| Vestmark Advisory Solutions, Inc. | 26.24K | Jun 30, 26 | -4.70K | 0.05% |
| Mount Yale Investment Advisors, LLC | 26.24K | Jun 30, 26 | -4.70K | 0.05% |
| BOOTHBAY FUND MANAGEMENT, LLC | 26.13K | Jun 30, 26 | +3.74K | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 25.55K | Jun 30, 26 | +963 | 0.05% |
| StoneX Group Inc. | 24.45K | Jun 30, 26 | +24.45K | 0.05% |
| Sigma Planning Corp | 20.25K | Jun 30, 26 | +211 | 0.04% |
| Indivisible Partners | 19.92K | Jun 30, 26 | -6.82K | 0.04% |
| Creative Planning | 19.18K | Jun 30, 26 | +4.84K | 0.04% |
| Private Advisor Group, LLC | 18.79K | Jun 30, 26 | +7.13K | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 18.50K | Jun 30, 26 | -- | 0.04% |
| BURNEY CO/ | 18.12K | Jun 30, 26 | +481 | 0.04% |
| DECISION INVESTMENTS, INC | 17.72K | Jun 30, 26 | -- | 0.04% |
| HRT FINANCIAL LP | 17.42K | Jun 30, 26 | +17.42K | 0.03% |
| D.A. DAVIDSON & CO. | 17.25K | Jun 30, 26 | -- | 0.03% |
| Concurrent Investment Advisors, LLC | 16.85K | Jun 30, 26 | +16.85K | 0.03% |
| AE Wealth Management LLC | 16.50K | Jun 30, 26 | +2.00K | 0.03% |
| Kovack Advisors, Inc. | 15.95K | Jun 30, 26 | +630 | 0.03% |
| Fiduciary Group LLC | 15.95K | Jun 30, 26 | -- | 0.03% |
| CENTRAL TRUST Co | 15.28K | Jun 30, 26 | -- | 0.03% |
| Pinnacle Wealth Planning Services, Inc. | 15.13K | Jun 30, 26 | -7 | 0.03% |
| AXXCESS WEALTH MANAGEMENT, LLC | 15.10K | Jun 30, 26 | +15.10K | 0.03% |
| One Capital Management, LLC | 14.64K | Jun 30, 26 | -- | 0.03% |
| Holistic Financial Partners | 14.44K | Jun 30, 26 | -- | 0.03% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14.41K | Jun 30, 26 | -- | 0.03% |
| Ameritas Advisory Services, LLC | 14.26K | Jun 30, 26 | +14.26K | 0.03% |
| Kestra Advisory Services, LLC | 14.04K | Jun 30, 26 | +14.04K | 0.03% |
| Occidental Asset Management, LLC | 13.82K | Jun 30, 26 | -- | 0.03% |
| AMERIFLEX GROUP, INC. | 13.70K | Jun 30, 26 | -- | 0.03% |
| Summit Financial, LLC | 13.18K | Jun 30, 26 | +88 | 0.03% |
| GREAT VALLEY ADVISOR GROUP, INC. | 13.07K | Jun 30, 26 | -- | 0.03% |
| Sowell Financial Services LLC | 12.23K | Jun 30, 26 | +232 | 0.02% |
| OPPENHEIMER & CO INC | 12.14K | Jun 30, 26 | +127 | 0.02% |
| Steward Partners Investment Advisory, LLC | 12.02K | Jun 30, 26 | -5.05K | 0.02% |
| Dorsey & Whitney Trust CO LLC | 12.00K | Jun 30, 26 | +12.00K | 0.02% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11.01K | Jun 30, 26 | +559 | 0.02% |
| Colony Group, LLC | 10.90K | Jun 30, 26 | +384 | 0.02% |
| Fifth Third Wealth Advisors LLC | 10.79K | Jun 30, 26 | -- | 0.02% |
| PFG Investments, LLC | 10.69K | Jun 30, 26 | +289 | 0.02% |
| STEPHENS INC /AR/ | 10.28K | Jun 30, 26 | -- | 0.02% |
| TWO SIGMA SECURITIES, LLC | 10.14K | Jun 30, 26 | +10.14K | 0.02% |
| Future Financial Wealth Managment LLC | 10.00K | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.40K | Jun 30, 26 | +9.40K | 0.02% |
| Nova Wealth Management, Inc. | 7.90K | Jun 30, 26 | -- | 0.02% |
| WPG Advisers, LLC | 6.70K | Jun 30, 26 | -8 | 0.01% |
| JPMORGAN CHASE & CO | 6.70K | Jun 30, 26 | +5.60K | 0.01% |
| Larson Financial Group LLC | 6.08K | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.03K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 5.00K | Jun 30, 26 | +3.50K | 0.01% |
| Parallel Advisors, LLC | 3.84K | Jun 30, 26 | -- | 0.01% |
| Blume Capital Management, Inc. | 3.00K | Jun 30, 26 | -- | 0.01% |
| Evelyn Partners Group Ltd | 2.82K | Jun 30, 26 | +2.82K | 0.01% |
| Farther Finance Advisors, LLC | 2.51K | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.79K | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1.74K | Jun 30, 26 | +1.74K | 0.00% |
| Cornerstone Financial Management LLC | 1.51K | Jun 30, 26 | -- | 0.00% |
| TSFG, LLC | 1.50K | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 1.34K | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.31K | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 1.10K | Jun 30, 26 | +1.10K | 0.00% |
| TD Waterhouse Canada Inc. | 1.10K | Jun 30, 26 | +1.10K | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 1.00K | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 1.00K | Jun 30, 26 | -3.88K | 0.00% |
| Golden State Wealth Management, LLC | 900 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 850 | Jun 30, 26 | -86 | 0.00% |
| GFS Advisors, LLC | 570 | Jun 30, 26 | -6.20K | 0.00% |
| Spire Wealth Management | 523 | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 394 | Jun 30, 26 | +394 | 0.00% |
| Glass Jacobson Investment Advisors llc | 256 | Jun 30, 26 | +256 | 0.00% |
| SOA Wealth Advisors, LLC. | 202 | Jun 30, 26 | +7 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 3 | Jun 30, 26 | +3 | 0.00% |
| CITIGROUP INC | 2 | Jun 30, 26 | -- | 0.00% |
| BALYASNY ASSET MANAGEMENT L.P. | -- | Jun 30, 26 | -29.13K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -320 | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -2.42K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -191 | -- |
| CI Private Wealth, LLC | -- | Jun 30, 26 | -21.09K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -68.93K | -- |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | -- | Jun 30, 26 | -50.15K | -- |
| EP Wealth Advisors, LLC | -- | Jun 30, 26 | -35.25K | -- |
| XTX Topco Ltd | -- | Jun 30, 26 | -57.05K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -10.15K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -32 | -- |
| Medallion Wealth Advisors, LLC | -- | Jun 30, 26 | -8.36K | -- |
| Osbon Capital Management LLC | -- | Jun 30, 26 | -573 | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -10.37K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -22 | -- |
| CAPTRUST FINANCIAL ADVISORS | -- | Jun 30, 26 | -18.96K | -- |
| Integrity Advisory Solutions, LLC | -- | Jun 30, 26 | -14.48K | -- |
| Evelyn Partners Asset Management Ltd | 2.82K | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 1.18K | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 67.35K | Dec 31, 25 | +37.60K | 0.13% |
| Prosperity Wealth Management, Inc. | 62.54K | Dec 31, 25 | +62.54K | 0.12% |
| Stonegate Investment Group, LLC | 26.25K | Sep 30, 25 | +26.25K | 0.05% |
| Atria Wealth Solutions, Inc. | 53.75K | Jun 30, 25 | -- | 0.11% |
| Good Life Advisors, LLC | 14.18K | Jun 30, 25 | -61 | 0.03% |
| WINTRUST INVESTMENTS LLC | 3.73K | Dec 31, 24 | -1.05K | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 104.44K | Sep 30, 24 | -7.90K | 0.21% |
| RAYMOND JAMES & ASSOCIATES | 58.55K | Sep 30, 24 | -54.96K | 0.12% |
| FinTrust Capital Advisors, LLC | 3.16K | Sep 30, 24 | +3.16K | 0.01% |
| Roumell Asset Management, LLC | 395.00K | Jun 30, 24 | -- | 0.78% |
| ICA Group Wealth Management, LLC | 34.73K | Jun 30, 24 | -1.60K | 0.07% |
| HoyleCohen, LLC | 30.00K | Jun 30, 24 | +20.00K | 0.06% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10.89K | Jun 30, 24 | +10.89K | 0.02% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.00K | Jun 30, 24 | -- | 0.00% |
| Cetera Advisors LLC | 256.04K | Mar 31, 24 | +1.75K | 0.51% |
| Cetera Advisor Networks LLC | 107.63K | Mar 31, 24 | +3.72K | 0.21% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 93.85K | Sep 30, 23 | +226 | 0.19% |
| ADVISOR PARTNERS II, LLC | 33.74K | Sep 30, 23 | +33.74K | 0.07% |
| BDO Wealth Advisors, LLC | 5.61K | Jun 30, 23 | +816 | 0.01% |
| Ahrens Investment Partners LLC | 1.20K | Mar 31, 23 | +1.20K | 0.00% |
| American Portfolios Advisors | 7.15K | Sep 30, 22 | +198 | 0.01% |
| FourThought Financial, LLC | 4.97K | Sep 30, 22 | -- | 0.01% |
| MUFG Americas Holdings Corp | 700 | Sep 30, 22 | +700 | 0.00% |
| Cordasco Financial Network | 1.98K | Jun 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8.11M | Mar 31, 22 | +655.53K | 16.06% |
| NEXT Financial Group, Inc | 7.83K | Dec 31, 21 | +38 | 0.02% |
| REILLY FINANCIAL ADVISORS, LLC | 3.40K | Dec 31, 21 | +3.40K | 0.01% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 13.04K | Sep 30, 21 | +13.04K | 0.03% |
| Pinnacle Wealth Advisors | 3.58K | Jun 30, 21 | +3.58K | 0.01% |
| Point View Wealth Management, Inc. | 162.91K | Dec 31, 20 | +9.73K | 0.32% |
| Jolley Asset Management, LLC | 32.58K | Mar 31, 20 | -- | 0.06% |
| Fiduciary Trust Co International of Pennsylvania | 12.05K | Mar 31, 20 | -29.86K | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 140.34K | Dec 31, 19 | +17.04K | 0.28% |
| Advisor Group, Inc. | 97.62K | Dec 31, 19 | +19.58K | 0.19% |
| BB&T SECURITIES, LLC | 34.63K | Sep 30, 19 | -2.76K | 0.07% |
| HL FINANCIAL SERVICES LLC | 138.35K | Mar 31, 19 | +2.01K | 0.27% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 225.51K | Dec 31, 18 | -7.00K | 0.45% |
| Palo Capital, Inc. | -- | Dec 31, 18 | -16.34K | -- |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -16.45K | -- |
| RAY GERALD L & ASSOCIATES LTD | 10.00K | Sep 30, 17 | -- | 0.02% |
| Windsor Financial Group, LLC | 247.29K | Jun 30, 17 | +108 | 0.49% |
| Commonwealth Equity Services, Inc | 170.61K | Jun 30, 17 | +1.03K | 0.34% |
| TFS CAPITAL LLC | 20.23K | Jun 30, 17 | +5.01K | 0.04% |
| LBA Wealth Management, LLC | 251 | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 17.48K | Dec 31, 16 | -359 | 0.03% |
| Tradewinds Global Investors, LLC | -- | Sep 30, 16 | -12.51K | -- |
| VSR Financial Services, Inc. | 133.91K | Jun 30, 16 | -6.77K | 0.27% |
| Investors Capital Advisory Services | 25.31K | Jun 30, 16 | +1.13K | 0.05% |
| Alerus Investment Advisors Corp | 6 | Mar 31, 16 | -- | 0.00% |
| Pinnacle Summer Investments, Inc. | 3.24K | Dec 31, 15 | +1.62K | 0.01% |
| MANAGED ACCOUNT ADVISORS LLC | -- | Jun 30, 15 | -8 | -- |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 512.89K | Mar 31, 15 | +512.89K | 1.02% |
| BAIRD ROBERT W & CO INC /WI/ | 86.76K | Mar 31, 15 | +456 | 0.17% |
| Placemark Investments, Inc. | 38.42K | Dec 31, 14 | +38.42K | 0.08% |
| NEW ENGLAND SECURITIES CORP /MA/ | 3.10K | Dec 31, 14 | +500 | 0.01% |
| UBS AG | 3.13M | Sep 30, 14 | -12.84K | 6.19% |
| KMS FINANCIAL SERVICES, INC | 72.90K | Jun 30, 14 | -63.79K | 0.14% |
| SIGNET MANAGEMENT USA, LLC | 31.44K | Dec 31, 13 | +31.44K | 0.06% |
| Signator Financial Services, Inc. | 3.15K | Sep 30, 13 | +51 | 0.01% |
| STIFEL NICOLAUS & CO INC \MO\ | -- | Sep 30, 13 | -10.61K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data