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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Main Street Research LLC | 2.03M | Jun 30, 26 | +68.73K | 14.12% |
| LPL Financial LLC | 774.24K | Jun 30, 26 | +62.62K | 5.39% |
| EVOLVE PRIVATE WEALTH, LLC | 688.05K | Jun 30, 26 | +40.51K | 4.79% |
| Larson Financial Group LLC | 500.11K | Jun 30, 26 | +116.54K | 3.48% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 399.82K | Jun 30, 26 | -7.80K | 2.78% |
| TRB Wealth Management, LLC | 397.45K | Jun 30, 26 | +15.13K | 2.77% |
| Phoenix Wealth Advisors | 278.02K | Jun 30, 26 | +15.84K | 1.94% |
| Causey Wealth LLC | 274.58K | Jun 30, 26 | +722 | 1.91% |
| Modern Wealth Management, LLC | 271.79K | Jun 30, 26 | -10.56K | 1.89% |
| Janney Montgomery Scott LLC | 256.09K | Jun 30, 26 | -993 | 1.78% |
| Cetera Investment Advisers | 231.32K | Jun 30, 26 | +52.07K | 1.61% |
| Financial Strategies Group, Inc. | 231.22K | Jun 30, 26 | +8.59K | 1.61% |
| Advisors Capital Management, LLC | 207.09K | Jun 30, 26 | +61.09K | 1.44% |
| COURIER CAPITAL LLC | 190.87K | Jun 30, 26 | +9.98K | 1.33% |
| Eagle Strategies LLC | 180.16K | Jun 30, 26 | -1.63K | 1.25% |
| SouthState Corp | 177.57K | Jun 30, 26 | +14.30K | 1.24% |
| Focus Financial Network, Inc. | 164.37K | Jun 30, 26 | +151.43K | 1.14% |
| STIFEL FINANCIAL CORP | 159.58K | Jun 30, 26 | +16.85K | 1.11% |
| McAdam, LLC | 148.75K | Jun 30, 26 | -10.10K | 1.04% |
| Beacon Pointe Advisors, LLC | 145.34K | Jun 30, 26 | -3.21K | 1.01% |
| Cerity Partners LLC | 131.06K | Jun 30, 26 | -1.90K | 0.91% |
| Beaird Harris Wealth Management, LLC | 127.19K | Jun 30, 26 | -1.73K | 0.89% |
| Bedel Financial Consulting, Inc. | 121.30K | Jun 30, 26 | +243 | 0.84% |
| EXCHANGE TRADED CONCEPTS, LLC | 114.46K | Jun 30, 26 | -25.87K | 0.80% |
| Bell Investment Advisors, Inc | 104.45K | Jun 30, 26 | -4.39K | 0.73% |
| MML INVESTORS SERVICES, LLC | 101.46K | Jun 30, 26 | +9.76K | 0.71% |
| White Wing Wealth Management | 89.52K | Jun 30, 26 | +3.89K | 0.62% |
| Financial Freedom, LLC | 80.59K | Jun 30, 26 | +8.51K | 0.56% |
| BANK OF AMERICA CORP /DE/ | 79.03K | Jun 30, 26 | +8.44K | 0.55% |
| HighTower Advisors, LLC | 78.28K | Jun 30, 26 | -4.85K | 0.55% |
| COMMONWEALTH EQUITY SERVICES, LLC | 77.65K | Jun 30, 26 | -20.63K | 0.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74.74K | Jun 30, 26 | +62.73K | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 71.49K | Jun 30, 26 | +542 | 0.50% |
| Intrua Financial, LLC | 69.27K | Jun 30, 26 | +7.90K | 0.48% |
| JBF Capital, Inc. | 56.31K | Jun 30, 26 | -- | 0.39% |
| MERCER GLOBAL ADVISORS INC /ADV | 53.21K | Jun 30, 26 | -769 | 0.37% |
| AllGen Financial Advisors, Inc. | 53.15K | Jun 30, 26 | -3.95K | 0.37% |
| KWB Wealth | 51.35K | Jun 30, 26 | +17.20K | 0.36% |
| Ambassador Advisors, LLC | 51.06K | Jun 30, 26 | +28.43K | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 44.06K | Jun 30, 26 | -12.47K | 0.31% |
| Glass Jacobson Investment Advisors llc | 43.52K | Jun 30, 26 | -813 | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 42.99K | Jun 30, 26 | +2.86K | 0.30% |
| BENJAMIN EDWARDS INC | 39.08K | Jun 30, 26 | -723 | 0.27% |
| Bank of New York Mellon Corp | 37.12K | Jun 30, 26 | +1.08K | 0.26% |
| Waverly Advisors, LLC | 35.34K | Jun 30, 26 | +239 | 0.25% |
| Modera Wealth Management, LLC | 34.68K | Jun 30, 26 | -- | 0.24% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 32.08K | Jun 30, 26 | -32 | 0.22% |
| Horizon Investment Services, LLC | 32.03K | Jun 30, 26 | +561 | 0.22% |
| VISTA INVESTMENT MANAGEMENT | 29.44K | Jun 30, 26 | -337 | 0.21% |
| Layline Advisors, LLC | 29.30K | Jun 30, 26 | +4.17K | 0.20% |
| Certified Advisory Corp | 29.19K | Jun 30, 26 | -774 | 0.20% |
| Cambridge Investment Research Advisors, Inc. | 28.24K | Jun 30, 26 | +1.29K | 0.20% |
| Equitable Holdings, Inc. | 25.26K | Jun 30, 26 | +1.00K | 0.18% |
| Chicago Partners Investment Group LLC | 24.44K | Jun 30, 26 | -- | 0.17% |
| Montis Financial, LLC | 24.01K | Jun 30, 26 | -2.09K | 0.17% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 23.64K | Jun 30, 26 | -556 | 0.16% |
| J.W. COLE ADVISORS, INC. | 22.96K | Jun 30, 26 | +140 | 0.16% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 22.49K | Jun 30, 26 | +367 | 0.16% |
| RHS Financial, LLC | 20.07K | Jun 30, 26 | -442 | 0.14% |
| CAPTRUST FINANCIAL ADVISORS | 19.86K | Jun 30, 26 | +1.26K | 0.14% |
| Integrated Wealth Concepts LLC | 19.04K | Jun 30, 26 | +2.71K | 0.13% |
| D.A. DAVIDSON & CO. | 17.94K | Jun 30, 26 | +547 | 0.12% |
| AQR CAPITAL MANAGEMENT LLC | 17.89K | Jun 30, 26 | +7.89K | 0.12% |
| RED REEF ADVISORS LLC | 17.59K | Jun 30, 26 | +19 | 0.12% |
| Index Fund Advisors, Inc. | 16.87K | Jun 30, 26 | -50 | 0.12% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 16.81K | Jun 30, 26 | +16.81K | 0.12% |
| Stillwater Private Wealth, LLC | 16.52K | Jun 30, 26 | -17.83K | 0.12% |
| Narus Financial Partners, LLC | 15.81K | Jun 30, 26 | +2.19K | 0.11% |
| Advyzon Investment Management, LLC | 14.81K | Jun 30, 26 | +1.38K | 0.10% |
| Arkadios Wealth Advisors | 14.66K | Jun 30, 26 | +86 | 0.10% |
| Savant Capital, LLC | 14.60K | Jun 30, 26 | +14.60K | 0.10% |
| Mariner, LLC | 14.12K | Jun 30, 26 | -948 | 0.10% |
| JANE STREET GROUP, LLC | 12.52K | Jun 30, 26 | -78.68K | 0.09% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11.95K | Jun 30, 26 | -- | 0.08% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 11.75K | Jun 30, 26 | +1.68K | 0.08% |
| Perigon Wealth Management, LLC | 11.53K | Jun 30, 26 | -417 | 0.08% |
| Adviser Investments LLC | 11.51K | Jun 30, 26 | -586 | 0.08% |
| TCI Wealth Advisors, Inc. | 10.06K | Jun 30, 26 | -- | 0.07% |
| ROYAL BANK OF CANADA | 9.86K | Jun 30, 26 | +672 | 0.07% |
| Dynamic Financial Group | 9.57K | Jun 30, 26 | +1.45K | 0.07% |
| Ariadne Wealth Management, LP | 9.50K | Jun 30, 26 | -- | 0.07% |
| Creative Planning | 9.44K | Jun 30, 26 | +107 | 0.07% |
| JPMORGAN CHASE & CO | 9.44K | Jun 30, 26 | -190 | 0.07% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 9.35K | Jun 30, 26 | -1.45K | 0.07% |
| Private Advisor Group, LLC | 8.69K | Jun 30, 26 | +8.69K | 0.06% |
| Merit Financial Group, LLC | 8.61K | Jun 30, 26 | -1.54K | 0.06% |
| BROWN ADVISORY INC | 8.53K | Jun 30, 26 | -- | 0.06% |
| SENTINEL PENSION ADVISORS INC | 8.49K | Jun 30, 26 | +131 | 0.06% |
| Belpointe Asset Management LLC | 8.48K | Jun 30, 26 | -775 | 0.06% |
| Fortis Capital Advisors, LLC | 8.48K | Jun 30, 26 | -775 | 0.06% |
| Vantus Wealth LLC | 8.04K | Jun 30, 26 | +8.04K | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.91K | Jun 30, 26 | +679 | 0.06% |
| WorthPointe, LLC | 7.76K | Jun 30, 26 | -20 | 0.05% |
| Western Wealth Management, LLC | 7.02K | Jun 30, 26 | +785 | 0.05% |
| Comprehensive Money Management Services LLC | 6.43K | Jun 30, 26 | -- | 0.04% |
| PERRYMAN FINANCIAL ADVISORY INC /AD | 6.39K | Jun 30, 26 | -179 | 0.04% |
| MONECO Advisors, LLC | 6.09K | Jun 30, 26 | +163 | 0.04% |
| Beaumont Financial Advisors, LLC | 5.96K | Jun 30, 26 | -131 | 0.04% |
| VANCE WEALTH, INC. | 5.95K | Jun 30, 26 | -4.18K | 0.04% |
| MOLLER FINANCIAL SERVICES | 5.80K | Jun 30, 26 | -6.10K | 0.04% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5.69K | Jun 30, 26 | +119 | 0.04% |
| WEDBUSH SECURITIES INC | 5.45K | Jun 30, 26 | +654 | 0.04% |
| Rockefeller Capital Management L.P. | 5.34K | Jun 30, 26 | -1.82K | 0.04% |
| Hennion & Walsh Asset Management, Inc. | 5.33K | Jun 30, 26 | +5.33K | 0.04% |
| MORGAN STANLEY | 5.30K | Jun 30, 26 | +723 | 0.04% |
| Kingsview Wealth Management, LLC | 5.30K | Jun 30, 26 | -211 | 0.04% |
| NewEdge Advisors, LLC | 5.24K | Jun 30, 26 | +52 | 0.04% |
| McKinley Carter Wealth Services, Inc. | 4.75K | Jun 30, 26 | +4.75K | 0.03% |
| HARBOR INVESTMENT ADVISORY, LLC | 4.69K | Jun 30, 26 | -- | 0.03% |
| Integrated Advisors Network LLC | 4.67K | Jun 30, 26 | +4.67K | 0.03% |
| GHP Investment Advisors, Inc. | 4.36K | Jun 30, 26 | -- | 0.03% |
| Aptus Capital Advisors, LLC | 3.90K | Jun 30, 26 | -2.66K | 0.03% |
| Capital Advisors, Ltd. LLC | 2.60K | Jun 30, 26 | -- | 0.02% |
| MORRIS FINANCIAL CONCEPTS, INC. | 2.47K | Jun 30, 26 | -216 | 0.02% |
| FMR LLC | 2.06K | Jun 30, 26 | +278 | 0.01% |
| Asset Dedication, LLC | 1.81K | Jun 30, 26 | +122 | 0.01% |
| SYM FINANCIAL Corp | 1.51K | Jun 30, 26 | -- | 0.01% |
| Rossby Financial, LCC | 834 | Jun 30, 26 | +66 | 0.01% |
| BlackRock, Inc. | 812 | Jun 30, 26 | -16 | 0.01% |
| TD Waterhouse Canada Inc. | 806 | Jun 30, 26 | -- | 0.01% |
| Anchor Investment Management, LLC | 800 | Jun 30, 26 | -- | 0.01% |
| US BANCORP \DE\ | 752 | Jun 30, 26 | +752 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 452 | Jun 30, 26 | -- | 0.00% |
| Owl Creek Wealth Partners LLC | 418 | Jun 30, 26 | +418 | 0.00% |
| AlphaCore Capital LLC | 394 | Jun 30, 26 | +394 | 0.00% |
| Signature Resources Capital Management, LLC | 241 | Jun 30, 26 | -- | 0.00% |
| Godfrey Financial Associates, Inc. | 237 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 233 | Jun 30, 26 | -97 | 0.00% |
| Capital Investment Advisory Services, LLC | 210 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 146 | Jun 30, 26 | -439 | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 128 | Jun 30, 26 | +128 | 0.00% |
| AE Wealth Management LLC | 90 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 81 | Jun 30, 26 | +81 | 0.00% |
| BANK OF MONTREAL /CAN/ | 78 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 77 | Jun 30, 26 | +77 | 0.00% |
| Princeton Global Asset Management LLC | 53 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 40 | Jun 30, 26 | +40 | 0.00% |
| HOWE & RUSLING INC | 39 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 37 | Jun 30, 26 | +37 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1 | Jun 30, 26 | +1 | 0.00% |
| Independent Advisor Alliance | -- | Jun 30, 26 | -14.75K | -- |
| Systelligence, LLC | -- | Jun 30, 26 | -165.46K | -- |
| VANGUARD ADVISERS INC | -- | Jun 30, 26 | -41 | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -6.08K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -62 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -547 | -- |
| Ethos Financial Group, LLC | -- | Jun 30, 26 | -7.53K | -- |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -140 | -- |
| Colony Group, LLC | -- | Jun 30, 26 | -13.24K | -- |
| EXENCIAL WEALTH ADVISORS, LLC | 10.69K | Mar 31, 26 | -- | 0.07% |
| CWM, LLC | 312 | Mar 31, 26 | -- | 0.00% |
| Edge Financial Advisors LLC | 38.63K | Dec 31, 25 | +194 | 0.27% |
| AVANTAX ADVISORY SERVICES, INC. | 5.33K | Jun 30, 25 | +5.33K | 0.04% |
| First Horizon Advisors, Inc. | 149 | Jun 30, 25 | -- | 0.00% |
| Zions Bancorporation, N.A. | 1.07K | Dec 31, 24 | -- | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 38.45K | Sep 30, 24 | +15.13K | 0.27% |
| Aspire Wealth Management Corp | 1.91K | Sep 30, 24 | -- | 0.01% |
| Cetera Advisor Networks LLC | 34.83K | Mar 31, 24 | +1.87K | 0.24% |
| Charles Schwab Investment Advisory, Inc. | 6.85K | Mar 31, 24 | -- | 0.05% |
| Coulter & Justus Financial Services, LLC | -- | Mar 31, 24 | -419.17K | -- |
| Adroit Compliance, LLC | 97.95K | Dec 31, 23 | +97.95K | 0.68% |
| BEDEL FINANCIAL CONSULTING INC | 106.96K | Sep 30, 23 | +106.96K | 0.74% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -26 | -- |
| Baldrige Asset Management LLC | 42.33K | Mar 31, 23 | +42.33K | 0.29% |
| CFO4Life, L.P. | 69.67K | Dec 31, 22 | +69.67K | 0.49% |
| Red Cedar Capital, LLC | 152 | Dec 31, 22 | -- | 0.00% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 654.29K | Sep 30, 20 | -404 | 4.56% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 40.72K | Dec 31, 19 | +7.46K | 0.28% |
| NEXT Financial Holdings | 2.25K | Mar 31, 19 | +2.25K | 0.02% |
| Spruce Investment Advisors LLC | 109.70K | Dec 31, 17 | +8.66K | 0.76% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data