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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SALEM INVESTMENT COUNSELORS INC | -- | Sep 30, 26 | -1.00K | -- |
| OXFORD FINANCIAL GROUP LTD | 3.86M | Jun 30, 26 | -87.28K | 12.79% |
| WELLS FARGO & COMPANY/MN | 1.18M | Jun 30, 26 | +359.73K | 3.90% |
| LPL Financial LLC | 1.09M | Jun 30, 26 | +123.22K | 3.62% |
| ROYAL BANK OF CANADA | 916.92K | Jun 30, 26 | +87.28K | 3.04% |
| Rockefeller Capital Management L.P. | 503.42K | Jun 30, 26 | +66.47K | 1.67% |
| One Charles Private Wealth Services, LLC | 484.45K | Jun 30, 26 | -11.27K | 1.61% |
| UBS Group AG | 460.19K | Jun 30, 26 | -59.31K | 1.53% |
| COMMONWEALTH EQUITY SERVICES, LLC | 319.32K | Jun 30, 26 | +23.41K | 1.06% |
| FIRST FOUNDATION ADVISORS | 318.04K | Jun 30, 26 | +71.56K | 1.05% |
| ENVESTNET ASSET MANAGEMENT INC | 311.55K | Jun 30, 26 | +62.41K | 1.03% |
| CAPTRUST FINANCIAL ADVISORS | 301.38K | Jun 30, 26 | +15.69K | 1.00% |
| Janney Montgomery Scott LLC | 299.07K | Jun 30, 26 | -3.24K | 0.99% |
| Hilltop National Bank | 280.39K | Jun 30, 26 | -- | 0.93% |
| MAI Capital Management | 271.81K | Jun 30, 26 | +15.65K | 0.90% |
| RAYMOND JAMES FINANCIAL INC | 264.15K | Jun 30, 26 | -51.65K | 0.88% |
| Coastal Bridge Advisors, LLC | 260.68K | Jun 30, 26 | +68.86K | 0.86% |
| Aptus Capital Advisors, LLC | 253.90K | Jun 30, 26 | +30.64K | 0.84% |
| Private Advisor Group, LLC | 229.55K | Jun 30, 26 | +193.74K | 0.76% |
| Colony Group, LLC | 211.98K | Jun 30, 26 | +38.76K | 0.70% |
| Pillsbury Lake Capital LLC | 176.27K | Jun 30, 26 | +46.30K | 0.58% |
| Independent Family Office, LLC | 158.66K | Jun 30, 26 | +8.74K | 0.53% |
| Kestra Investment Management, LLC | 155.52K | Jun 30, 26 | +9.12K | 0.52% |
| NCM Capital Management, LLC | 153.84K | Jun 30, 26 | +20.11K | 0.51% |
| PECAUT & CO. | 152.91K | Jun 30, 26 | +3.50K | 0.51% |
| HighTower Advisors, LLC | 145.46K | Jun 30, 26 | -3.10K | 0.48% |
| Atlas Wealth Partners, LLC | 136.03K | Jun 30, 26 | +1.07K | 0.45% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 128.63K | Jun 30, 26 | +11.92K | 0.43% |
| Moors & Cabot, Inc. | 121.40K | Jun 30, 26 | -222 | 0.40% |
| CULLEN/FROST BANKERS, INC. | 117.08K | Jun 30, 26 | -- | 0.39% |
| Waterloo Capital, L.P. | 116.73K | Jun 30, 26 | +18.79K | 0.39% |
| IFP Advisors, Inc | 103.70K | Jun 30, 26 | -5.92K | 0.34% |
| STIFEL FINANCIAL CORP | 103.20K | Jun 30, 26 | +2.55K | 0.34% |
| SENTINEL TRUST CO LBA | 99.03K | Jun 30, 26 | +99.03K | 0.33% |
| Philip James Wealth Mangement, LLC | 98.70K | Jun 30, 26 | -3.37K | 0.33% |
| SCS Capital Management LLC | 95.02K | Jun 30, 26 | -4.27K | 0.31% |
| Essex Financial Services, Inc. | 93.39K | Jun 30, 26 | +1.16K | 0.31% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 90.96K | Jun 30, 26 | -9.39K | 0.30% |
| EagleClaw Capital Managment, LLC | 89.20K | Jun 30, 26 | +900 | 0.30% |
| NewEdge Wealth, LLC | 88.20K | Jun 30, 26 | +6 | 0.29% |
| INTREPID FAMILY OFFICE LLC | 85.00K | Jun 30, 26 | -- | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83.06K | Jun 30, 26 | +34.06K | 0.28% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 81.16K | Jun 30, 26 | +36.66K | 0.27% |
| Resources Investment Advisors, LLC. | 77.55K | Jun 30, 26 | -641 | 0.26% |
| Sanctuary Advisors, LLC | 76.84K | Jun 30, 26 | +3.77K | 0.25% |
| Baird Financial Group, Inc. | 75.50K | Jun 30, 26 | +185 | 0.25% |
| Abacus Planning Group, Inc. | 71.42K | Jun 30, 26 | +12.69K | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 65.78K | Jun 30, 26 | +3.63K | 0.22% |
| DAVENPORT & Co LLC | 65.09K | Jun 30, 26 | +5.37K | 0.22% |
| CI Private Wealth, LLC | 57.63K | Jun 30, 26 | +1.85K | 0.19% |
| Advisory Services Network, LLC | 55.89K | Jun 30, 26 | +2.41K | 0.19% |
| Steward Partners Investment Advisory, LLC | 53.81K | Jun 30, 26 | -303 | 0.18% |
| FLOW TRADERS U.S. LLC | 48.88K | Jun 30, 26 | +48.88K | 0.16% |
| Pekin Hardy Strauss, Inc. | 45.56K | Jun 30, 26 | -2.01K | 0.15% |
| Ausdal Financial Partners, Inc. | 45.08K | Jun 30, 26 | +591 | 0.15% |
| Spire Wealth Management | 43.29K | Jun 30, 26 | +70 | 0.14% |
| Lionsbridge Wealth Management LLC | 40.79K | Jun 30, 26 | -2.08K | 0.14% |
| MORGAN STANLEY | 40.66K | Jun 30, 26 | +7.63K | 0.13% |
| Stratos Wealth Partners, LTD. | 39.88K | Jun 30, 26 | -88 | 0.13% |
| Cerity Partners LLC | 39.80K | Jun 30, 26 | +101 | 0.13% |
| JPMORGAN CHASE & CO | 39.53K | Jun 30, 26 | +2.68K | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 35.54K | Jun 30, 26 | +10.97K | 0.12% |
| D. E. Shaw & Co., Inc. | 35.17K | Jun 30, 26 | +35.17K | 0.12% |
| Beacon Pointe Advisors, LLC | 34.77K | Jun 30, 26 | +4.75K | 0.12% |
| Compass Ion Advisors, LLC | 34.19K | Jun 30, 26 | +5 | 0.11% |
| Magnolia Private Wealth, LLC | 33.48K | Jun 30, 26 | +27.72K | 0.11% |
| Meridian Wealth Advisors, LLC | 30.41K | Jun 30, 26 | +4.52K | 0.10% |
| Atria Investments, Inc | 30.24K | Jun 30, 26 | +1.67K | 0.10% |
| Cresset Asset Management, LLC | 29.63K | Jun 30, 26 | +2.37K | 0.10% |
| Requisite Capital Management, LLC | 27.59K | Jun 30, 26 | +27.59K | 0.09% |
| Kingsview Wealth Management, LLC | 25.30K | Jun 30, 26 | +2.59K | 0.08% |
| Waverly Advisors, LLC | 23.20K | Jun 30, 26 | +934 | 0.08% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 21.76K | Jun 30, 26 | +940 | 0.07% |
| Wealthspire Advisors, LLC | 21.50K | Jun 30, 26 | -638 | 0.07% |
| Laffer Tengler Investments | 20.00K | Jun 30, 26 | -- | 0.07% |
| OLD MISSION CAPITAL LLC | 19.46K | Jun 30, 26 | +19.46K | 0.06% |
| OPPENHEIMER & CO INC | 19.16K | Jun 30, 26 | +1.54K | 0.06% |
| Straight Path Wealth Management | 19.08K | Jun 30, 26 | +175 | 0.06% |
| Baker Ellis Asset Management LLC | 18.33K | Jun 30, 26 | -1.14K | 0.06% |
| Bright Futures Wealth Management, LLC. | 18.10K | Jun 30, 26 | -1.67K | 0.06% |
| Trilogy Capital Inc. | 18.02K | Jun 30, 26 | -4.43K | 0.06% |
| JANE STREET GROUP, LLC | 17.90K | Jun 30, 26 | +17.90K | 0.06% |
| Mezzasalma Advisors, LLC | 17.50K | Jun 30, 26 | -679 | 0.06% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 16.50K | Jun 30, 26 | -- | 0.05% |
| BANK OF AMERICA CORP /DE/ | 15.50K | Jun 30, 26 | -- | 0.05% |
| Cetera Investment Advisers | 15.37K | Jun 30, 26 | +24 | 0.05% |
| JNBA Financial Advisors | 15.16K | Jun 30, 26 | -- | 0.05% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 15.03K | Jun 30, 26 | -- | 0.05% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 14.77K | Jun 30, 26 | +1.33K | 0.05% |
| INGALLS & SNYDER LLC | 14.47K | Jun 30, 26 | -- | 0.05% |
| Autumn Glory Partners, LLC | 13.62K | Jun 30, 26 | -- | 0.05% |
| NewEdge Advisors, LLC | 12.43K | Jun 30, 26 | +2.81K | 0.04% |
| Copia Wealth Management | 11.71K | Jun 30, 26 | +340 | 0.04% |
| SMITH, MOORE & CO. | 11.19K | Jun 30, 26 | +2 | 0.04% |
| HRT FINANCIAL LP | 11.03K | Jun 30, 26 | +11.03K | 0.04% |
| Well Done, LLC | 10.71K | Jun 30, 26 | +10.71K | 0.04% |
| Savvy Advisors, Inc. | 10.39K | Jun 30, 26 | -1.23K | 0.03% |
| TWO SIGMA SECURITIES, LLC | 10.00K | Jun 30, 26 | +10.00K | 0.03% |
| Evanson Financial, LLC | 9.61K | Jun 30, 26 | +9.61K | 0.03% |
| GARRISON POINT ADVISORS, LLC | 9.38K | Jun 30, 26 | -80 | 0.03% |
| Key Client Fiduciary Advisors, LLC | 9.27K | Jun 30, 26 | +4.82K | 0.03% |
| Sigma Planning Corp | 9.08K | Jun 30, 26 | -427 | 0.03% |
| LM Advisors LLC | 8.86K | Jun 30, 26 | +8.86K | 0.03% |
| Proficio Capital Partners LLC | 8.77K | Jun 30, 26 | -- | 0.03% |
| Sound Portfolio Advisors, LLC | 8.65K | Jun 30, 26 | +8.65K | 0.03% |
| IKE Capital, LLC | 8.57K | Jun 30, 26 | -- | 0.03% |
| Principia Wealth Advisory, LLC | 8.46K | Jun 30, 26 | +330 | 0.03% |
| Kestra Advisory Services, LLC | 8.24K | Jun 30, 26 | +8.24K | 0.03% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 7.89K | Jun 30, 26 | +4 | 0.03% |
| CIBC WORLD MARKET INC. | 7.73K | Jun 30, 26 | +1.89K | 0.03% |
| Qube Research & Technologies Ltd | 7.68K | Jun 30, 26 | +7.41K | 0.03% |
| Auxano Advisors, LLC | 7.54K | Jun 30, 26 | -173 | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 7.51K | Jun 30, 26 | +90 | 0.02% |
| Creative Planning | 7.39K | Jun 30, 26 | +796 | 0.02% |
| SRS Capital Advisors, Inc. | 7.26K | Jun 30, 26 | +7.26K | 0.02% |
| Destination Wealth Management | 7.24K | Jun 30, 26 | -- | 0.02% |
| Atomi Financial Group, Inc. | 7.05K | Jun 30, 26 | -- | 0.02% |
| Perigon Wealth Management, LLC | 7.00K | Jun 30, 26 | -5.00K | 0.02% |
| Financial Engines Advisors L.L.C. | 6.73K | Jun 30, 26 | +6.73K | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 6.55K | Jun 30, 26 | -64 | 0.02% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6.53K | Jun 30, 26 | -581 | 0.02% |
| GUIDANCE CAPITAL, INC | 6.34K | Jun 30, 26 | +15 | 0.02% |
| New England Private Wealth Advisors LLC | 5.99K | Jun 30, 26 | +11 | 0.02% |
| Aviance Capital Partners, LLC | 5.91K | Jun 30, 26 | +4 | 0.02% |
| Chicago Partners Investment Group LLC | 5.65K | Jun 30, 26 | +5.65K | 0.02% |
| SFI Advisors, LLC | 5.06K | Jun 30, 26 | -293 | 0.02% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 5.00K | Jun 30, 26 | -- | 0.02% |
| TOWLE & CO | 4.87K | Jun 30, 26 | +4.87K | 0.02% |
| SCOTIA CAPITAL INC. | 4.87K | Jun 30, 26 | -1.25K | 0.02% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 4.80K | Jun 30, 26 | -- | 0.02% |
| RITHOLTZ WEALTH MANAGEMENT | 4.62K | Jun 30, 26 | -3.68K | 0.02% |
| Mariner, LLC | 4.61K | Jun 30, 26 | -670 | 0.02% |
| MML INVESTORS SERVICES, LLC | 4.56K | Jun 30, 26 | +4.56K | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4.41K | Jun 30, 26 | -681 | 0.01% |
| BANK OF MONTREAL /CAN/ | 4.38K | Jun 30, 26 | +1.68K | 0.01% |
| KFG WEALTH MANAGEMENT, LLC | 4.11K | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.24K | Jun 30, 26 | +1.29K | 0.01% |
| Manchester Capital Management LLC | 2.94K | Jun 30, 26 | +8 | 0.01% |
| Integrated Wealth Concepts LLC | 2.81K | Jun 30, 26 | +2.81K | 0.01% |
| AMERIFLEX GROUP, INC. | 2.39K | Jun 30, 26 | -151 | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.85K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.83K | Jun 30, 26 | +1.83K | 0.01% |
| FIFTH THIRD BANCORP | 1.72K | Jun 30, 26 | +877 | 0.01% |
| Larson Financial Group LLC | 1.57K | Jun 30, 26 | -60 | 0.01% |
| NBH Bank | 1.43K | Jun 30, 26 | +1.43K | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 1.35K | Jun 30, 26 | +1.35K | 0.00% |
| Plante Moran Financial Advisors, LLC | 900 | Jun 30, 26 | +900 | 0.00% |
| PRIVATE TRUST CO NA | 750 | Jun 30, 26 | -- | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 747 | Jun 30, 26 | -- | 0.00% |
| Evelyn Partners Group Ltd | 641 | Jun 30, 26 | +641 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 517 | Jun 30, 26 | +95 | 0.00% |
| Caldwell Trust Co | 251 | Jun 30, 26 | -251 | 0.00% |
| Winthrop Capital Management, LLC | 187 | Jun 30, 26 | +187 | 0.00% |
| SIMPLEX TRADING, LLC | 157 | Jun 30, 26 | +157 | 0.00% |
| Godfrey Financial Associates, Inc. | 154 | Jun 30, 26 | -- | 0.00% |
| BRYN MAWR TRUST Co | 150 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 141 | Jun 30, 26 | +72 | 0.00% |
| NBC SECURITIES, INC. | 100 | Jun 30, 26 | -56 | 0.00% |
| Ameritas Advisory Services, LLC | 69 | Jun 30, 26 | +69 | 0.00% |
| Parallel Advisors, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 31 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 27 | Jun 30, 26 | +27 | 0.00% |
| Allworth Financial LP | 13 | Jun 30, 26 | -- | 0.00% |
| Accordant Advisory Group Inc | 8 | Jun 30, 26 | -- | 0.00% |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -8.09K | -- |
| Trademark Financial Management, LLC | -- | Jun 30, 26 | -6.52K | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -125 | -- |
| Second Line Capital, LLC | -- | Jun 30, 26 | -3.76K | -- |
| Sonoma Allocations LLC | -- | Jun 30, 26 | -6.68K | -- |
| Coastal Investment Advisors, Inc. | -- | Jun 30, 26 | -11.76K | -- |
| MGO ONE SEVEN LLC | -- | Jun 30, 26 | -4.11K | -- |
| MWA Asset Management | -- | Jun 30, 26 | -3.54K | -- |
| Bank of New York Mellon Corp | -- | Jun 30, 26 | -433.83K | -- |
| CARY STREET PARTNERS FINANCIAL LLC | -- | Jun 30, 26 | -4.01K | -- |
| Bayshore Capital Advisors, LLC | -- | Jun 30, 26 | -330.51K | -- |
| Reyes Financial Architecture, Inc. | -- | Jun 30, 26 | -94 | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -215 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -15 | -- |
| Brookwood Investment Group LLC | -- | Jun 30, 26 | -4.08K | -- |
| Greenhaven Road Investment Management, L.P. | -- | Jun 30, 26 | -16.02K | -- |
| Empowered Funds, LLC | -- | Jun 30, 26 | -4.26K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.00K | -- |
| MB, LEVIS & ASSOCIATES, LLC | -- | Jun 30, 26 | -200 | -- |
| Evanson Asset Management, LLC | 9.59K | Mar 31, 26 | +14 | 0.03% |
| U.S. Capital Wealth Advisors, LLC | 7.23K | Mar 31, 26 | +100 | 0.02% |
| Bank of Jackson Hole Trust | 1.43K | Mar 31, 26 | -- | 0.00% |
| Evelyn Partners Asset Management Ltd | 641 | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | -- | Mar 31, 26 | -289 | -- |
| PURE PORTFOLIOS HOLDINGS LLC | 17.83K | Dec 31, 25 | -599 | 0.06% |
| COMERICA BANK | 845 | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 15 | Dec 31, 25 | +15 | 0.00% |
| Lowe Wealth Advisors, LLC | 250.77K | Sep 30, 25 | +5.65K | 0.83% |
| Promus Capital, LLC | 300 | Sep 30, 25 | -- | 0.00% |
| Congress Wealth Management LLC / DE / | 20.56K | Jun 30, 25 | +126 | 0.07% |
| Spectrum Wealth Counsel, LLC | 3.86K | Mar 31, 25 | -- | 0.01% |
| Edge Capital Group, LLC | 119.18K | Dec 31, 24 | -213 | 0.39% |
| TrinityPoint Wealth, LLC | 33.89K | Dec 31, 24 | +714 | 0.11% |
| Fernwood Investment Management, LLC | 20.17K | Dec 31, 24 | -265 | 0.07% |
| LAKE STREET ADVISORS GROUP, LLC | 15.65K | Dec 31, 24 | +86 | 0.05% |
| Sugarloaf Wealth Management, LLC | 37 | Dec 31, 24 | -172 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 149.14K | Sep 30, 24 | -4.09K | 0.49% |
| Raymond James Financial Services Advisors, Inc. | 24.74K | Sep 30, 24 | +1.96K | 0.08% |
| Cetera Advisors LLC | 12.75K | Mar 31, 24 | -3.58K | 0.04% |
| InterOcean Capital Group, LLC | -- | Mar 31, 24 | -7.79K | -- |
| Engrave Wealth Partners LLC | 297.50K | Dec 31, 23 | -33.55K | 0.99% |
| WEALTHSOURCE PARTNERS, LLC | 73.44K | Dec 31, 23 | +147 | 0.24% |
| PRW Wealth Management LLC | 11.02K | Sep 30, 23 | -- | 0.04% |
| AJ WEALTH STRATEGIES, LLC | 37.93K | Jun 30, 23 | +4.93K | 0.13% |
| Kalos Management, Inc. | -- | Jun 30, 23 | -487 | -- |
| BOENNING & SCATTERGOOD, INC. | 42.57K | Dec 31, 22 | -3.34K | 0.14% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 21.84K | Dec 31, 22 | -7.59K | 0.07% |
| S.C. Financial Services, Inc. | 8.53K | Dec 31, 22 | -4.86K | 0.03% |
| Sargent Bickham Lagudis LLC | 88 | Dec 31, 22 | -- | 0.00% |
| Kore Private Wealth LLC | 118.85K | Sep 30, 22 | -3.13K | 0.39% |
| American Portfolios Advisors | 17.35K | Sep 30, 22 | -5.12K | 0.06% |
| Spectrum Management Group, LLC | 3.82K | Sep 30, 22 | +1.73K | 0.01% |
| B. Riley Wealth Management, Inc. | 14.26K | Jun 30, 22 | +14.26K | 0.05% |
| Meristem Family Wealth, LLC | 8.72K | Mar 31, 22 | -- | 0.03% |
| Newport Wealth Strategies, Inc. | 9.17K | Sep 30, 21 | -7.82K | 0.03% |
| Ameritas Investment Company, LLC | -- | Sep 30, 21 | -8.05K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data