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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 |
|---|---|---|---|---|
| LPL Financial LLC | 6.29M | Jun 30, 26 | +1.41M | 10.63% |
| WELLS FARGO & COMPANY/MN | 2.67M | Jun 30, 26 | +399.93K | 4.52% |
| RAYMOND JAMES FINANCIAL INC | 2.53M | Jun 30, 26 | +183.26K | 4.28% |
| ROYAL BANK OF CANADA | 1.76M | Jun 30, 26 | +202.83K | 2.97% |
| AMERIPRISE FINANCIAL INC | 1.73M | Jun 30, 26 | +103.70K | 2.93% |
| MORGAN STANLEY | 1.57M | Jun 30, 26 | +341.21K | 2.66% |
| BANK OF AMERICA CORP /DE/ | 1.45M | Jun 30, 26 | +110.60K | 2.45% |
| Summit Investment Advisory Services, LLC | 1.11M | Jun 30, 26 | +103.58K | 1.87% |
| Larson Financial Group LLC | 1.07M | Jun 30, 26 | +279.00K | 1.81% |
| Cetera Investment Advisers | 723.83K | Jun 30, 26 | +102.73K | 1.22% |
| ADVISOR GROUP HOLDINGS, INC. | 639.05K | Jun 30, 26 | +58.83K | 1.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 625.44K | Jun 30, 26 | -1.40K | 1.06% |
| Next Level Private LLC | 439.36K | Jun 30, 26 | +43.89K | 0.74% |
| Sowell Financial Services LLC | 425.65K | Jun 30, 26 | +31.11K | 0.72% |
| HARBOUR INVESTMENTS, INC. | 392.29K | Jun 30, 26 | +271.91K | 0.66% |
| Base Wealth Management LLC | 356.45K | Jun 30, 26 | +37.14K | 0.60% |
| Equitable Holdings, Inc. | 322.68K | Jun 30, 26 | -4.92K | 0.54% |
| STIFEL FINANCIAL CORP | 319.48K | Jun 30, 26 | +58.56K | 0.54% |
| JONES FINANCIAL COMPANIES LLLP | 305.93K | Jun 30, 26 | +19.22K | 0.52% |
| COMMONWEALTH EQUITY SERVICES, LLC | 285.80K | Jun 30, 26 | +38.92K | 0.48% |
| Janney Montgomery Scott LLC | 187.80K | Jun 30, 26 | +66.07K | 0.32% |
| Steward Partners Investment Advisory, LLC | 181.41K | Jun 30, 26 | +10.77K | 0.31% |
| Bank of New York Mellon Corp | 171.52K | Jun 30, 26 | +37.35K | 0.29% |
| D.A. DAVIDSON & CO. | 165.32K | Jun 30, 26 | +12.24K | 0.28% |
| Intrua Financial, LLC | 160.36K | Jun 30, 26 | +24.77K | 0.27% |
| DAVENPORT & Co LLC | 157.93K | Jun 30, 26 | +13.41K | 0.27% |
| SMITH, MOORE & CO. | 139.23K | Jun 30, 26 | -4.64K | 0.24% |
| Kestra Advisory Services, LLC | 138.19K | Jun 30, 26 | +27.42K | 0.23% |
| Lido Advisors, LLC | 133.38K | Jun 30, 26 | -2.36K | 0.23% |
| Tulsa Wealth Advisors, INC | 132.53K | Jun 30, 26 | -8.51K | 0.22% |
| Cambridge Investment Research Advisors, Inc. | 132.44K | Jun 30, 26 | +15.86K | 0.22% |
| KENNEDY INVESTMENT GROUP | 120.40K | Jun 30, 26 | +9.04K | 0.20% |
| NewEdge Advisors, LLC | 116.93K | Jun 30, 26 | -117 | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 111.84K | Jun 30, 26 | +35.89K | 0.19% |
| RICHARDS, MERRILL & PETERSON, INC. | 110.14K | Jun 30, 26 | +37.40K | 0.19% |
| Private Advisor Group, LLC | 99.94K | Jun 30, 26 | +49.55K | 0.17% |
| LVZ, Inc. | 95.60K | Jun 30, 26 | +2.30K | 0.16% |
| Pinnacle Financial Group, LLC / IL | 87.83K | Jun 30, 26 | +20.02K | 0.15% |
| BENJAMIN EDWARDS INC | 86.84K | Jun 30, 26 | +12.73K | 0.15% |
| Spartan Wealth Advisory Services LLC | 70.70K | Jun 30, 26 | +8.25K | 0.12% |
| Gateway Wealth Partners, LLC | 69.69K | Jun 30, 26 | -53.93K | 0.12% |
| Advisory Services Network, LLC | 69.50K | Jun 30, 26 | +7.17K | 0.12% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 63.62K | Jun 30, 26 | +2.97K | 0.11% |
| Brookstone Capital Management | 62.29K | Jun 30, 26 | +2.10K | 0.11% |
| Arkadios Wealth Advisors | 62.19K | Jun 30, 26 | +2.10K | 0.11% |
| Capital Analysts, LLC | 61.06K | Jun 30, 26 | +4.26K | 0.10% |
| Sanctuary Advisors, LLC | 58.72K | Jun 30, 26 | +375 | 0.10% |
| HBW Advisory Services LLC | 51.68K | Jun 30, 26 | +5.83K | 0.09% |
| Pensionmark Financial Group, LLC | 51.40K | Jun 30, 26 | +27.33K | 0.09% |
| CITADEL ADVISORS LLC | 42.86K | Jun 30, 26 | +22.27K | 0.07% |
| Secure Asset Management, LLC | 41.56K | Jun 30, 26 | +7.59K | 0.07% |
| TRUIST FINANCIAL CORP | 40.92K | Jun 30, 26 | +3.38K | 0.07% |
| Vienna Asset Management LLC | 38.46K | Jun 30, 26 | +38.46K | 0.06% |
| Envestnet Portfolio Solutions, Inc. | 38.15K | Jun 30, 26 | +38.15K | 0.06% |
| Kingsview Wealth Management, LLC | 38.13K | Jun 30, 26 | +38.13K | 0.06% |
| Arrowroot Family Office, LLC | 37.54K | Jun 30, 26 | -553 | 0.06% |
| FLAGSHIP HARBOR ADVISORS, LLC | 37.42K | Jun 30, 26 | +24.12K | 0.06% |
| Prospera Financial Services Inc | 36.45K | Jun 30, 26 | +8.34K | 0.06% |
| Innovative Wealth Building LLC | 32.77K | Jun 30, 26 | +2.69K | 0.06% |
| Global Retirement Partners, LLC | 32.20K | Jun 30, 26 | +32.20K | 0.05% |
| Jacobi Capital Management LLC | 30.68K | Jun 30, 26 | +8.93K | 0.05% |
| OLD MISSION CAPITAL LLC | 29.91K | Jun 30, 26 | -- | 0.05% |
| Stratos Wealth Partners, LTD. | 26.34K | Jun 30, 26 | +3.73K | 0.04% |
| VERUS CAPITAL PARTNERS, LLC | 26.22K | Jun 30, 26 | -2.18K | 0.04% |
| JPMORGAN CHASE & CO | 26.08K | Jun 30, 26 | +558 | 0.04% |
| XML Financial, LLC | 25.86K | Jun 30, 26 | -8.00K | 0.04% |
| Visionary Wealth Advisors | 25.56K | Jun 30, 26 | +706 | 0.04% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25.48K | Jun 30, 26 | +4.38K | 0.04% |
| PFG Advisors | 21.91K | Jun 30, 26 | +1.37K | 0.04% |
| Plus Group Wealth Advisors LLC | 20.52K | Jun 30, 26 | +588 | 0.03% |
| Ameritas Advisory Services, LLC | 20.05K | Jun 30, 26 | +20.05K | 0.03% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 19.66K | Jun 30, 26 | +659 | 0.03% |
| J.W. COLE ADVISORS, INC. | 19.39K | Jun 30, 26 | +19.39K | 0.03% |
| Perigon Wealth Management, LLC | 18.73K | Jun 30, 26 | -100 | 0.03% |
| PRIVATE TRUST CO NA | 18.33K | Jun 30, 26 | +1.29K | 0.03% |
| CITIGROUP INC | 18.28K | Jun 30, 26 | +18.28K | 0.03% |
| Asset Allocation Strategies LLC | 17.01K | Jun 30, 26 | +643 | 0.03% |
| WCG Wealth Advisors LLC | 16.27K | Jun 30, 26 | +1.94K | 0.03% |
| X ADVISORS, LLC | 16.01K | Jun 30, 26 | +16.01K | 0.03% |
| OPPENHEIMER & CO INC | 15.64K | Jun 30, 26 | +15.64K | 0.03% |
| C2C Wealth Management, LLC | 15.50K | Jun 30, 26 | +3.50K | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15.18K | Jun 30, 26 | +184 | 0.03% |
| Allworth Financial LP | 14.86K | Jun 30, 26 | -- | 0.03% |
| Bill Few Associates, Inc. | 14.27K | Jun 30, 26 | -3.70K | 0.02% |
| Principia Wealth Advisory, LLC | 12.71K | Jun 30, 26 | -103 | 0.02% |
| Atria Investments, Inc | 12.67K | Jun 30, 26 | +194 | 0.02% |
| Sigma Planning Corp | 11.55K | Jun 30, 26 | +1.38K | 0.02% |
| KWB Wealth | 11.25K | Jun 30, 26 | +11.25K | 0.02% |
| Koshinski Asset Management, Inc. | 10.84K | Jun 30, 26 | -157 | 0.02% |
| Demars Financial Group, LLC | 10.60K | Jun 30, 26 | +10.60K | 0.02% |
| Mariner, LLC | 10.50K | Jun 30, 26 | -21.01K | 0.02% |
| Arete Wealth Advisors, LLC | 10.21K | Jun 30, 26 | +10.21K | 0.02% |
| Cornerstone Wealth Management, LLC | 9.87K | Jun 30, 26 | -- | 0.02% |
| FRANKLIN RESOURCES INC | 9.49K | Jun 30, 26 | +8.59K | 0.02% |
| JANE STREET GROUP, LLC | 9.06K | Jun 30, 26 | -24.48K | 0.02% |
| AVAII WEALTH MANAGEMENT, LLC | 8.71K | Jun 30, 26 | +5 | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 8.70K | Jun 30, 26 | +8.70K | 0.01% |
| Savvy Advisors, Inc. | 8.00K | Jun 30, 26 | +37 | 0.01% |
| Beckerman Institutional, LLC | 7.81K | Jun 30, 26 | +7.81K | 0.01% |
| ARRIEN INVESTMENTS, INC. | 7.79K | Jun 30, 26 | +7.79K | 0.01% |
| Prosperity Financial Group, Inc. | 7.67K | Jun 30, 26 | +208 | 0.01% |
| WEDBUSH SECURITIES INC | 7.61K | Jun 30, 26 | +7.61K | 0.01% |
| B. Riley Wealth Advisors, Inc. | 7.47K | Jun 30, 26 | +7.47K | 0.01% |
| Western Wealth Management, LLC | 7.20K | Jun 30, 26 | +3.04K | 0.01% |
| TITLEIST ASSET MANAGEMENT, LLC | 7.17K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 5.00K | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 4.79K | Jun 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 4.76K | Jun 30, 26 | +2.60K | 0.01% |
| NBC SECURITIES, INC. | 4.10K | Jun 30, 26 | +2.65K | 0.01% |
| Farther Finance Advisors, LLC | 4.00K | Jun 30, 26 | -- | 0.01% |
| US BANCORP \DE\ | 3.90K | Jun 30, 26 | +298 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.20K | Jun 30, 26 | -- | 0.01% |
| WELLINGTON-ALTUS USA INC. | 2.40K | Jun 30, 26 | +350 | 0.00% |
| Wealth Enhancement Trust Services, Inc. | 2.04K | Jun 30, 26 | +10 | 0.00% |
| ASSETMARK, INC | 1.80K | Jun 30, 26 | -- | 0.00% |
| BARRETT & COMPANY, INC. | 1.50K | Jun 30, 26 | -- | 0.00% |
| Delos Wealth Advisors, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Silver Grove Financial Group, Inc. | 400 | Jun 30, 26 | +6 | 0.00% |
| Vermillion Wealth Management, Inc. | 355 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 283 | Jun 30, 26 | +101 | 0.00% |
| Tower Research Capital LLC (TRC) | 100 | Jun 30, 26 | +100 | 0.00% |
| IFP Advisors, Inc | 70 | Jun 30, 26 | +70 | 0.00% |
| Independent Advisor Alliance | -- | Jun 30, 26 | -23.07K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -35 | -- |
| CALTON & ASSOCIATES, INC. | -- | Jun 30, 26 | -21.55K | -- |
| Kingdom Financial Group LLC. | -- | Jun 30, 26 | -382 | -- |
| Retireful, LLC | -- | Jun 30, 26 | -11.16K | -- |
| Wealthcare Advisory Partners LLC | -- | Jun 30, 26 | -11.24K | -- |
| Elequin Securities, LLC | -- | Jun 30, 26 | -84.33K | -- |
| Advance Capital Management, Inc. | -- | Jun 30, 26 | -14.19K | -- |
| Tortuga Wealth Management, Inc | -- | Jun 30, 26 | -7.60K | -- |
| POM Investment Strategies, LLC | -- | Jun 30, 26 | -515 | -- |
| Advisor OS, LLC | -- | Jun 30, 26 | -7.53K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -110 | -- |
| HUNTINGTON NATIONAL BANK | -- | Jun 30, 26 | -14.94K | -- |
| Lloyd Advisory Services, LLC. | -- | Jun 30, 26 | -382 | -- |
| Brinker Capital Investments, LLC | -- | Jun 30, 26 | -12.21K | -- |
| CWM, LLC | 381.50K | Mar 31, 26 | +174.18K | 0.64% |
| Jaffetilchin Investment Partners, LLC | 15.76K | Mar 31, 26 | +15.76K | 0.03% |
| COMERICA BANK | 5.00K | Dec 31, 25 | +2.00K | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -3.37K | -- |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -24.41K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 31.52K | Jun 30, 25 | +3.60K | 0.05% |
| IronOak Wealth LLC. | 23.16K | Jun 30, 25 | +23.16K | 0.04% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -8.06K | -- |
| Raymond James Financial Services Advisors, Inc. | 665.08K | Sep 30, 24 | +87.17K | 1.12% |
| RAYMOND JAMES & ASSOCIATES | 250.51K | Sep 30, 24 | +38.40K | 0.42% |
| RAYMOND JAMES TRUST N.A. | 12.22K | Sep 30, 24 | +2.05K | 0.02% |
| Cetera Advisor Networks LLC | 51.34K | Mar 31, 24 | +51.34K | 0.09% |