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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Bond & Devick Financial Network, Inc. | 14.15K | Sep 30, 26 | -- | 0.24% |
| Sigma Planning Corp | 10.51K | Sep 30, 26 | -350 | 0.18% |
| MN Wealth Advisors, LLC | 3.60K | Sep 30, 26 | -293 | 0.06% |
| Mainstream Capital Management LLC | 268 | Sep 30, 26 | +268 | 0.00% |
| Coastline Trust Co | -- | Sep 30, 26 | -68 | -- |
| Richard P Slaughter Associates Inc | -- | Sep 30, 26 | -4.34K | -- |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | -- | Sep 30, 26 | -3.25K | -- |
| LPL Financial LLC | 378.37K | Jun 30, 26 | +9.86K | 6.41% |
| BANK OF AMERICA CORP /DE/ | 338.15K | Jun 30, 26 | +9.74K | 5.73% |
| MORGAN STANLEY | 233.93K | Jun 30, 26 | +17.70K | 3.96% |
| Cetera Investment Advisers | 206.14K | Jun 30, 26 | -4.21K | 3.49% |
| SAM Advisors, LLC | 201.30K | Jun 30, 26 | +4.10K | 3.41% |
| American Money Management, LLC | 196.97K | Jun 30, 26 | +6.54K | 3.34% |
| WELLS FARGO & COMPANY/MN | 180.91K | Jun 30, 26 | +12.53K | 3.07% |
| Focus Partners Wealth | 160.09K | Jun 30, 26 | +2.09K | 2.71% |
| OLD MISSION CAPITAL LLC | 143.16K | Jun 30, 26 | +69.97K | 2.43% |
| AMERIPRISE FINANCIAL INC | 131.49K | Jun 30, 26 | +11.60K | 2.23% |
| Avantax Planning Partners, Inc. | 127.41K | Jun 30, 26 | +3.81K | 2.16% |
| SEGALL BRYANT & HAMILL, LLC | 117.33K | Jun 30, 26 | -1.17K | 1.99% |
| Corient Private Wealth LP | 117.33K | Jun 30, 26 | +111.87K | 1.99% |
| Cerity Partners LLC | 109.83K | Jun 30, 26 | -29.04K | 1.86% |
| Linscomb Wealth, Inc. | 108.75K | Jun 30, 26 | -7.27K | 1.84% |
| UBS Group AG | 105.32K | Jun 30, 26 | +458 | 1.79% |
| OSAIC HOLDINGS, INC. | 92.00K | Jun 30, 26 | +12.47K | 1.56% |
| MARSHALL WACE, LLP | 87.74K | Jun 30, 26 | -- | 1.49% |
| JPMORGAN CHASE & CO | 78.05K | Jun 30, 26 | -5.87K | 1.32% |
| GOLDMAN SACHS GROUP INC | 76.59K | Jun 30, 26 | +31.06K | 1.30% |
| Summit Financial, LLC | 71.56K | Jun 30, 26 | +8.17K | 1.21% |
| Avestar Capital, LLC | 71.24K | Jun 30, 26 | +3.99K | 1.21% |
| JONES FINANCIAL COMPANIES LLLP | 70.78K | Jun 30, 26 | +3.51K | 1.20% |
| Berger Financial Group, Inc | 68.22K | Jun 30, 26 | -1.53K | 1.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 64.10K | Jun 30, 26 | +838 | 1.09% |
| Jacobi Capital Management LLC | 59.24K | Jun 30, 26 | +4.85K | 1.00% |
| RAYMOND JAMES FINANCIAL INC | 58.13K | Jun 30, 26 | +588 | 0.99% |
| CITIGROUP INC | 50.67K | Jun 30, 26 | -243 | 0.86% |
| Schiavi & Co LLC | 49.03K | Jun 30, 26 | +5.82K | 0.83% |
| Kingsview Wealth Management, LLC | 45.82K | Jun 30, 26 | +351 | 0.78% |
| CITADEL ADVISORS LLC | 41.33K | Jun 30, 26 | -9.16K | 0.70% |
| TIEMANN INVESTMENT ADVISORS, LLC | 36.96K | Jun 30, 26 | -205 | 0.63% |
| FLOW TRADERS U.S. LLC | 31.90K | Jun 30, 26 | +5.95K | 0.54% |
| ROYAL BANK OF CANADA | 29.59K | Jun 30, 26 | +3.74K | 0.50% |
| Birchwood Financial Partners, Inc. | 29.58K | Jun 30, 26 | +737 | 0.50% |
| Virtu Financial LLC | 24.59K | Jun 30, 26 | +13.70K | 0.42% |
| &PARTNERS | 24.47K | Jun 30, 26 | +1.18K | 0.41% |
| NATIXIS ADVISORS, LLC | 22.24K | Jun 30, 26 | +1.85K | 0.38% |
| JANE STREET GROUP, LLC | 20.36K | Jun 30, 26 | -10.63K | 0.34% |
| Argent Trust Co | 14.53K | Jun 30, 26 | +40 | 0.25% |
| MONECO ADVISORS, LLC | 14.10K | Jun 30, 26 | +800 | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.78K | Jun 30, 26 | -477 | 0.23% |
| Cambridge Investment Research Advisors, Inc. | 12.56K | Jun 30, 26 | +1.32K | 0.21% |
| Strategic Financial Concepts, LLC | 11.60K | Jun 30, 26 | -41.28K | 0.20% |
| Sigma Planning Corp | 10.86K | Jun 30, 26 | +295 | 0.18% |
| Integrated Wealth Concepts LLC | 10.82K | Jun 30, 26 | -22.32K | 0.18% |
| L & S Advisors Inc | 9.87K | Jun 30, 26 | +407 | 0.17% |
| 5T Wealth, LLC | 9.64K | Jun 30, 26 | -3.61K | 0.16% |
| Cedar Point Capital Partners, LLC | 8.95K | Jun 30, 26 | -1.54K | 0.15% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 8.88K | Jun 30, 26 | -1.60K | 0.15% |
| Merit Financial Group, LLC | 8.63K | Jun 30, 26 | -18.36K | 0.15% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 8.51K | Jun 30, 26 | +271 | 0.14% |
| CAPTRUST FINANCIAL ADVISORS | 8.31K | Jun 30, 26 | +281 | 0.14% |
| Private Advisor Group, LLC | 8.11K | Jun 30, 26 | +2.79K | 0.14% |
| Equitable Holdings, Inc. | 7.00K | Jun 30, 26 | -2.33K | 0.12% |
| Allworth Financial LP | 6.78K | Jun 30, 26 | -6.67K | 0.11% |
| DAYMARK WEALTH PARTNERS, LLC | 6.66K | Jun 30, 26 | -950 | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 6.51K | Jun 30, 26 | -223 | 0.11% |
| MML INVESTORS SERVICES, LLC | 6.20K | Jun 30, 26 | +134 | 0.11% |
| SHEPHERD KAPLAN KROCHUK, LLC | 6.08K | Jun 30, 26 | -585 | 0.10% |
| Sovran Advisors, LLC | 5.66K | Jun 30, 26 | -241 | 0.10% |
| Beacon Pointe Advisors, LLC | 4.87K | Jun 30, 26 | +4.87K | 0.08% |
| LOM Asset Management Ltd | 4.25K | Jun 30, 26 | -- | 0.07% |
| 3Chopt Investment Partners, LLC | 4.15K | Jun 30, 26 | -- | 0.07% |
| HUNTINGTON NATIONAL BANK | 4.09K | Jun 30, 26 | -- | 0.07% |
| Aprio Wealth Management, LLC | 3.50K | Jun 30, 26 | -- | 0.06% |
| Walkner Condon Financial Advisors LLC | 3.50K | Jun 30, 26 | +83 | 0.06% |
| Asset One Wealth Management LLC | 3.47K | Jun 30, 26 | -3.49K | 0.06% |
| ASSETMARK, INC | 3.13K | Jun 30, 26 | -- | 0.05% |
| Harbor Asset Planning, Inc. | 2.46K | Jun 30, 26 | +28 | 0.04% |
| BlackRock, Inc. | 1.75K | Jun 30, 26 | +643 | 0.03% |
| SYM FINANCIAL Corp | 1.58K | Jun 30, 26 | -76 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.56K | Jun 30, 26 | +1.41K | 0.03% |
| Continuum Advisory, LLC | 1.23K | Jun 30, 26 | +1.23K | 0.02% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 968 | Jun 30, 26 | -- | 0.02% |
| NewEdge Advisors, LLC | 662 | Jun 30, 26 | +7 | 0.01% |
| Ancora Advisors LLC | 350 | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 335 | Jun 30, 26 | -- | 0.01% |
| Aptus Capital Advisors, LLC | 257 | Jun 30, 26 | -285 | 0.00% |
| LANARK FINANCIAL, INC. | 200 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 168 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 108 | Jun 30, 26 | +108 | 0.00% |
| Russell Investments Group, Ltd. | 34 | Jun 30, 26 | +34 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 31 | Jun 30, 26 | +31 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 24 | Jun 30, 26 | -120 | 0.00% |
| Larson Financial Group LLC | 16 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 14 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 10 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 4 | Jun 30, 26 | -5 | 0.00% |
| Financial Gravity Companies, Inc. | 2 | Jun 30, 26 | +2 | 0.00% |
| SIGNATUREFD, LLC | -- | Jun 30, 26 | -135 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -234 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -57 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -186 | -- |
| TRUIST FINANCIAL CORP | -- | Jun 30, 26 | -3.25K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -227 | -- |
| Key Capital Management, INC | -- | Jun 30, 26 | -51 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -95.05K | -- |
| 49 WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -3.67K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -2.35K | -- |
| Basepoint Wealth LLC | -- | Jun 30, 26 | -4 | -- |
| Mariner, LLC | -- | Jun 30, 26 | -3.59K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.87K | -- |
| SIGNET FINANCIAL MANAGEMENT, LLC | 21.47K | Mar 31, 26 | +2.59K | 0.36% |
| CWM, LLC | 1.21K | Mar 31, 26 | +242 | 0.02% |
| Financial Gravity Asset Management, Inc. | 2 | Mar 31, 26 | -276 | 0.00% |
| Edge Financial Advisors LLC | 18.72K | Dec 31, 25 | +166 | 0.32% |
| Cadence Bank | 4.09K | Dec 31, 25 | -- | 0.07% |
| Litman Gregory Wealth Management LLC | 2.19K | Dec 31, 25 | +2.19K | 0.04% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -2.02K | -- |
| Lowe Wealth Advisors, LLC | 117 | Sep 30, 25 | -- | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 211.19K | Jun 30, 25 | +17.27K | 3.58% |
| First Horizon Advisors, Inc. | 103.23K | Jun 30, 25 | +5.90K | 1.75% |
| Congress Wealth Management LLC / DE / | 77.28K | Jun 30, 25 | +77.28K | 1.31% |
| Blue Oak Capital, LLC | -- | Jun 30, 25 | -7.43K | -- |
| Wolf Group Capital Advisors | 32.87K | Mar 31, 25 | -9.18K | 0.56% |
| Riggs Capital Management LLC | 27.11K | Dec 31, 24 | +27.11K | 0.46% |
| WINTRUST INVESTMENTS LLC | 1.50K | Dec 31, 24 | -282 | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 30.49K | Sep 30, 24 | -7.97K | 0.52% |
| Raymond James Financial Services Advisors, Inc. | 17.43K | Sep 30, 24 | +1.30K | 0.30% |
| RAYMOND JAMES TRUST N.A. | 7.44K | Sep 30, 24 | -4.35K | 0.13% |
| Family Asset Management, LLC | 175 | Sep 30, 24 | -- | 0.00% |
| Rain Capital Management, LLC | 900 | Jun 30, 24 | -678 | 0.02% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -485 | -- |
| Cetera Advisor Networks LLC | 21.30K | Mar 31, 24 | +103 | 0.36% |
| WADE G W & INC | 128.65K | Dec 31, 23 | +1.26K | 2.18% |
| FOCUS FINANCIAL NETWORK INC /ADV | 16.79K | Dec 31, 23 | +16.79K | 0.28% |
| Baystate Wealth Management LLC | 37 | Dec 31, 23 | -- | 0.00% |
| KCS Wealth Advisory | 12.34K | Sep 30, 23 | -11.52K | 0.21% |
| HERON FINANCIAL GROUP, LLC | 51.84K | Jun 30, 23 | +1.13K | 0.88% |
| Laurel Wealth Advisors, Inc. | 15.06K | Dec 31, 22 | +5.84K | 0.26% |
| Integrity Advisory, LLC | 9.40K | Dec 31, 22 | +4.21K | 0.16% |
| 55I, LLC | 21.55K | Sep 30, 22 | +11.96K | 0.37% |
| CADENCE BANK NA | -- | Sep 30, 22 | -6.96K | -- |
| Frontier Wealth Management LLC | 11.26K | Jun 30, 22 | -3.69K | 0.19% |
| Carroll Financial Associates, Inc. | 13 | Dec 31, 21 | +1 | 0.00% |
| OLD MISSION CAPITAL, LLC | 33.88K | Dec 31, 20 | +33.88K | 0.57% |
| ETRADE Capital Management LLC | 16.73K | Sep 30, 20 | +7.91K | 0.28% |
| LifePlan Financial Group, Inc | 227 | Sep 30, 20 | -149 | 0.00% |
| PHH Investments, Ltd. | 96.98K | Dec 31, 19 | +4.26K | 1.64% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 17.54K | Dec 31, 19 | +2.99K | 0.30% |
| Advisor Group, Inc. | 6.18K | Dec 31, 19 | -605 | 0.10% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 40.05K | Sep 30, 19 | +2.94K | 0.68% |
| BB&T SECURITIES, LLC | 14.68K | Sep 30, 19 | -1.61K | 0.25% |
| Shamrock Asset Management LLC | 314 | Sep 30, 19 | +3 | 0.01% |
| WealthTrust Fairport, LLC | 1.46K | Mar 31, 19 | -- | 0.02% |
| Opes Advisors Inc | 57.08K | Dec 31, 18 | +57.08K | 0.97% |
| MSI Financial Services Inc | 679 | Dec 31, 16 | +97 | 0.01% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data