Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.
Top 21 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|
| DAYMARK WEALTH PARTNERS, LLC | 440.77K | Sep 30, 26 | +152.15K | 11.68% |
| UMB Bank, n.a. | 21.00K | Sep 30, 26 | +21.00K | 0.56% |
| Vise Technologies, Inc. | 18.38K | Sep 30, 26 | +18.38K | 0.49% |
| UBS Group AG | 45 | Sep 30, 26 | +45 | 0.00% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.47M | Jun 30, 26 | -- | 65.46% |
| NICOLET BANKSHARES INC | 408.70K | Jun 30, 26 | +408.70K | 10.83% |
| ENVESTNET ASSET MANAGEMENT INC | 310.23K | Jun 30, 26 | +67.91K | 8.22% |
| JPMORGAN CHASE & CO | 181.81K | Jun 30, 26 | -23.91K | 4.82% |
| NewEdge Wealth, LLC | 171.02K | Jun 30, 26 | +3.19K | 4.53% |
| MARATHON ASSET MANAGEMENT LP | 100.00K | Jun 30, 26 | -25.00K | 2.65% |
| NewEdge Advisors, LLC | 81.97K | Jun 30, 26 | +515 | 2.17% |
| JANE STREET GROUP, LLC | 62.67K | Jun 30, 26 | +62.67K | 1.66% |
| &PARTNERS | 52.30K | Jun 30, 26 | +1.46K | 1.39% |
| Kensington Asset Management, LLC | 25.28K | Jun 30, 26 | -150.00K | 0.67% |
| Envestnet Portfolio Solutions, Inc. | 13.43K | Jun 30, 26 | +2.20K | 0.36% |
| Cetera Investment Advisers | 9.82K | Jun 30, 26 | +9.82K | 0.26% |
| AE Wealth Management LLC | 27 | Jun 30, 26 | -12.56K | 0.00% |
| OSAIC HOLDINGS, INC. | -- | Jun 30, 26 | -291 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -66.64K | -- |
| CWM, LLC | 1.87K | Mar 31, 26 | -- | 0.05% |
| ORG Partners LLC | 3.51K | Dec 31, 25 | -368 | 0.09% |
Latest holdings as of · Funds file quarterly, up to 45 days after quarter end; this page refreshes weekly · About this data
