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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 |
|---|---|---|---|---|
| MORGAN STANLEY | 639.03K | Jun 30, 26 | -42.63K | 11.86% |
| WELLS FARGO & COMPANY/MN | 450.60K | Jun 30, 26 | -7.32K | 8.36% |
| LPL Financial LLC | 391.40K | Jun 30, 26 | -33.87K | 7.26% |
| BANK OF AMERICA CORP /DE/ | 180.66K | Jun 30, 26 | +18.66K | 3.35% |
| Cambridge Investment Research Advisors, Inc. | 110.33K | Jun 30, 26 | -5.27K | 2.05% |
| Main Street Financial Solutions, LLC | 110.12K | Jun 30, 26 | -7.26K | 2.04% |
| RAYMOND JAMES FINANCIAL INC | 106.50K | Jun 30, 26 | -4.26K | 1.98% |
| Cassady Wealth & Retirement Planning, LLC | 96.52K | Jun 30, 26 | +11.47K | 1.79% |
| NewEdge Advisors, LLC | 92.44K | Jun 30, 26 | +1.87K | 1.72% |
| ADVISOR GROUP HOLDINGS, INC. | 55.44K | Jun 30, 26 | +347 | 1.03% |
| Apeiron RIA LLC | 52.98K | Jun 30, 26 | -5.14K | 0.98% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42.48K | Jun 30, 26 | -7.66K | 0.79% |
| Total Clarity Wealth Management, Inc. | 42.42K | Jun 30, 26 | -3.28K | 0.79% |
| Wealth Management Partners, LLC | 40.01K | Jun 30, 26 | -13.19K | 0.74% |
| Institute for Wealth Management, LLC. | 36.31K | Jun 30, 26 | -450 | 0.67% |
| Bleakley Financial Group, LLC | 28.30K | Jun 30, 26 | +569 | 0.53% |
| Palumbo Wealth Management LLC | 24.48K | Jun 30, 26 | -3.49K | 0.45% |
| ROYAL BANK OF CANADA | 21.42K | Jun 30, 26 | +103 | 0.40% |
| HARBOUR INVESTMENTS, INC. | 19.10K | Jun 30, 26 | -10 | 0.35% |
| Savvy Advisors, Inc. | 17.43K | Jun 30, 26 | -2.57K | 0.32% |
| Rockefeller Capital Management L.P. | 17.00K | Jun 30, 26 | +165 | 0.32% |
| CITADEL ADVISORS LLC | 14.84K | Jun 30, 26 | -9.73K | 0.28% |
| Creative Planning | 13.12K | Jun 30, 26 | +1.34K | 0.24% |
| O'ROURKE & COMPANY, Inc | 12.46K | Jun 30, 26 | +465 | 0.23% |
| RITHOLTZ WEALTH MANAGEMENT | 12.25K | Jun 30, 26 | -- | 0.23% |
| FMR LLC | 10.64K | Jun 30, 26 | +6.00K | 0.20% |
| Empirical Asset Management, LLC | 9.65K | Jun 30, 26 | -519 | 0.18% |
| Triumph Capital Management | 8.78K | Jun 30, 26 | +4.14K | 0.16% |
| DKM Wealth Management, Inc. | 7.59K | Jun 30, 26 | -177 | 0.14% |
| SRS Capital Advisors, Inc. | 7.21K | Jun 30, 26 | +7.21K | 0.13% |
| Cetera Investment Advisers | 6.82K | Jun 30, 26 | -2.92K | 0.13% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 6.56K | Jun 30, 26 | -3.29K | 0.12% |
| FIFTH THIRD BANCORP | 5.85K | Jun 30, 26 | -7 | 0.11% |
| Clearview Wealth Management LLC | 4.33K | Jun 30, 26 | +4.33K | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.49K | Jun 30, 26 | +2.94K | 0.06% |
| DHJJ Financial Advisors, Ltd. | 2.95K | Jun 30, 26 | +28 | 0.05% |
| Steward Partners Investment Advisory, LLC | 1.40K | Jun 30, 26 | -- | 0.03% |
| Smartleaf Asset Management LLC | 1.03K | Jun 30, 26 | -- | 0.02% |
| Hickory Point Bank & Trust | 1.00K | Jun 30, 26 | -- | 0.02% |
| IFG Advisory, LLC | 834 | Jun 30, 26 | +834 | 0.02% |
| Integrated Wealth Concepts LLC | 640 | Jun 30, 26 | +640 | 0.01% |
| UBS Group AG | 482 | Jun 30, 26 | -1.46K | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 401 | Jun 30, 26 | -- | 0.01% |
| US BANCORP \DE\ | 400 | Jun 30, 26 | -- | 0.01% |
| Spire Wealth Management | 375 | Jun 30, 26 | -- | 0.01% |
| Centerpoint Advisors, LLC | 369 | Jun 30, 26 | +369 | 0.01% |
| JPMORGAN CHASE & CO | 271 | Jun 30, 26 | +217 | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 180 | Jun 30, 26 | +180 | 0.00% |
| Ameritas Advisory Services, LLC | 111 | Jun 30, 26 | +111 | 0.00% |
| MCDONALD PARTNERS LLC | 99 | Jun 30, 26 | +99 | 0.00% |
| Virtus ETF Advisers LLC | 95 | Jun 30, 26 | -4 | 0.00% |
| Davidson Capital Management Inc. | 8 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -100 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -750 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -11.84K | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -25.30K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -11.01K | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -5.24K | -- |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -200 | -- |
| Brinker Capital Investments, LLC | -- | Jun 30, 26 | -24.69K | -- |
| COMERICA BANK | 5.86K | Dec 31, 25 | -- | 0.11% |
| Grassi Investment Management | 11.86K | Jun 30, 25 | -3.15K | 0.22% |
| Orion Portfolio Solutions, LLC | 25.00K | Mar 31, 25 | +7.00K | 0.46% |
| RAYMOND JAMES & ASSOCIATES | 22.36K | Sep 30, 24 | -807 | 0.41% |
| Planning Capital Management Corp | 15 | Sep 30, 24 | +4 | 0.00% |
| Ahrens Investment Partners LLC | 188.98K | Mar 31, 23 | -61.58K | 3.51% |
