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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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 677.94K | Jun 30, 26 | -6.92K | 13.17% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 391.11K | Jun 30, 26 | -2.69K | 7.60% |
| Ballentine Partners, LLC | 301.18K | Jun 30, 26 | -5.05K | 5.85% |
| Betterment LLC | 275.10K | Jun 30, 26 | +8.76K | 5.35% |
| MORGAN STANLEY | 227.23K | Jun 30, 26 | -17.93K | 4.42% |
| CITIGROUP INC | 166.18K | Jun 30, 26 | +31.30K | 3.23% |
| ALBION FINANCIAL GROUP /UT | 118.43K | Jun 30, 26 | +1.22K | 2.30% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 112.11K | Jun 30, 26 | -675 | 2.18% |
| White Pine Investment CO | 101.53K | Jun 30, 26 | -32 | 1.97% |
| Cambridge Investment Research Advisors, Inc. | 93.14K | Jun 30, 26 | +2.72K | 1.81% |
| Farther Finance Advisors, LLC | 79.96K | Jun 30, 26 | +1.02K | 1.55% |
| JPMORGAN CHASE & CO | 79.11K | Jun 30, 26 | -10.73K | 1.54% |
| HighTower Advisors, LLC | 73.97K | Jun 30, 26 | +897 | 1.44% |
| Creative Planning | 65.64K | Jun 30, 26 | -786 | 1.28% |
| LPL Financial LLC | 62.72K | Jun 30, 26 | +12.05K | 1.22% |
| BANK OF AMERICA CORP /DE/ | 62.65K | Jun 30, 26 | -3.82K | 1.22% |
| WELLS FARGO & COMPANY/MN | 57.11K | Jun 30, 26 | +1.29K | 1.11% |
| UBS Group AG | 43.41K | Jun 30, 26 | -2.34K | 0.84% |
| SAGE FINANCIAL GROUP INC | 43.40K | Jun 30, 26 | +916 | 0.84% |
| Jordan Park Group LLC | 39.99K | Jun 30, 26 | +7.46K | 0.78% |
| ADVISOR GROUP HOLDINGS, INC. | 30.93K | Jun 30, 26 | +8.51K | 0.60% |
| Milestone Investment Advisors LLC | 28.49K | Jun 30, 26 | +982 | 0.55% |
| Gradient Investments LLC | 25.88K | Jun 30, 26 | +901 | 0.50% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25.15K | Jun 30, 26 | -964 | 0.49% |
| FRANKLIN RESOURCES INC | 21.88K | Jun 30, 26 | +650 | 0.43% |
| ROYAL BANK OF CANADA | 21.30K | Jun 30, 26 | +57 | 0.41% |
| THRIVENT FINANCIAL FOR LUTHERANS | 17.57K | Jun 30, 26 | +17.57K | 0.34% |
| Carson Advisory Inc. | 16.15K | Jun 30, 26 | +4.25K | 0.31% |
| Cetera Investment Advisers | 15.88K | Jun 30, 26 | -8.17K | 0.31% |
| HEADINVEST, LLC | 14.68K | Jun 30, 26 | -- | 0.29% |
| Rockefeller Capital Management L.P. | 14.23K | Jun 30, 26 | +615 | 0.28% |
| Sincerus Advisory, LLC | 12.98K | Jun 30, 26 | +100 | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.95K | Jun 30, 26 | +6.48K | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 12.52K | Jun 30, 26 | -1.09K | 0.24% |
| VALLEY NATIONAL ADVISERS INC | 11.56K | Jun 30, 26 | -91 | 0.22% |
| North Forty Two & Co. | 11.32K | Jun 30, 26 | -- | 0.22% |
| Sonoma Private Wealth LLC | 10.76K | Jun 30, 26 | +81 | 0.21% |
| AMERIPRISE FINANCIAL INC | 10.35K | Jun 30, 26 | +10.35K | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 10.13K | Jun 30, 26 | -101.97K | 0.20% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 7.60K | Jun 30, 26 | -- | 0.15% |
| Resources Investment Advisors, LLC. | 7.48K | Jun 30, 26 | -178 | 0.15% |
| Naviter Wealth, LLC | 7.35K | Jun 30, 26 | +523 | 0.14% |
| Mascoma Wealth Management LLC | 7.23K | Jun 30, 26 | -- | 0.14% |
| Caprock Group, LLC | 7.21K | Jun 30, 26 | +7.21K | 0.14% |
| HighPoint Advisor Group LLC | 6.39K | Jun 30, 26 | -- | 0.12% |
| FIDUCIARY FINANCIAL ADVISORS | 6.21K | Jun 30, 26 | +6.21K | 0.12% |
| NOTTINGHAM ADVISORS, INC. | 6.01K | Jun 30, 26 | -174 | 0.12% |
| SEEDS INVESTOR LLC | 5.95K | Jun 30, 26 | +497 | 0.12% |
| Ameritas Investment Partners, Inc. | 5.55K | Jun 30, 26 | +203 | 0.11% |
| APPLETON PARTNERS INC/MA | 4.89K | Jun 30, 26 | -- | 0.09% |
| Portland Global Advisors LLC | 4.88K | Jun 30, 26 | -- | 0.09% |
| Gibson Capital, LLC | 4.71K | Jun 30, 26 | -1.44K | 0.09% |
| CI Private Wealth, LLC | 4.39K | Jun 30, 26 | -15 | 0.09% |
| DWM Financial Group, Inc. | 4.38K | Jun 30, 26 | +4.38K | 0.09% |
| EQUITABLE TRUST CO | 4.36K | Jun 30, 26 | -- | 0.08% |
| Ulland Investment Advisors, LLC | 4.12K | Jun 30, 26 | -1.60K | 0.08% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 4.03K | Jun 30, 26 | +675 | 0.08% |
| Cerity Partners LLC | 3.30K | Jun 30, 26 | -- | 0.06% |
| Aptus Capital Advisors, LLC | 3.23K | Jun 30, 26 | -124 | 0.06% |
| Waterloo Capital, L.P. | 3.23K | Jun 30, 26 | -124 | 0.06% |
| MAI Capital Management | 3.21K | Jun 30, 26 | +8 | 0.06% |
| CITADEL ADVISORS LLC | 3.01K | Jun 30, 26 | +3.01K | 0.06% |
| Madison Asset Management, LLC | 2.92K | Jun 30, 26 | -- | 0.06% |
| Venture Visionary Partners LLC | 2.91K | Jun 30, 26 | -- | 0.06% |
| Argyle Capital Partners, LLC | 2.84K | Jun 30, 26 | -60 | 0.06% |
| Mutual Advisors, LLC | 2.80K | Jun 30, 26 | -- | 0.05% |
| Arkos Global Advisors | 2.67K | Jun 30, 26 | -36 | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.60K | Jun 30, 26 | -11 | 0.05% |
| Baird Financial Group, Inc. | 2.53K | Jun 30, 26 | -- | 0.05% |
| FMR LLC | 2.52K | Jun 30, 26 | +199 | 0.05% |
| Freestone Capital Holdings, LLC | 2.42K | Jun 30, 26 | -- | 0.05% |
| Equita Financial Network, Inc. | 2.40K | Jun 30, 26 | -- | 0.05% |
| BANK OF MONTREAL /CAN/ | 2.32K | Jun 30, 26 | -600 | 0.05% |
| Janney Montgomery Scott LLC | 2.13K | Jun 30, 26 | +2.13K | 0.04% |
| JANE STREET GROUP, LLC | 2.13K | Jun 30, 26 | -4.92K | 0.04% |
| Ethic Inc. | 2.12K | Jun 30, 26 | +2.12K | 0.04% |
| FLOW TRADERS U.S. LLC | 2.10K | Jun 30, 26 | +2.10K | 0.04% |
| Darden Wealth Group Inc | 2.08K | Jun 30, 26 | +2.08K | 0.04% |
| KEYVANTAGE WEALTH, LLC | 2.00K | Jun 30, 26 | +2.00K | 0.04% |
| Integrated Wealth Concepts LLC | 1.99K | Jun 30, 26 | +1.99K | 0.04% |
| Rossby Financial, LCC | 1.98K | Jun 30, 26 | +482 | 0.04% |
| Meramec Financial Planners, LLC | 1.89K | Jun 30, 26 | +5 | 0.04% |
| IFP Advisors, Inc | 1.64K | Jun 30, 26 | +2 | 0.03% |
| Russell Investments Group, Ltd. | 901 | Jun 30, 26 | -83 | 0.02% |
| GILL CAPITAL PARTNERS, LLC | 530 | Jun 30, 26 | -- | 0.01% |
| HARBOR INVESTMENT ADVISORY, LLC | 500 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 152 | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 137 | Jun 30, 26 | +137 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 116 | Jun 30, 26 | +116 | 0.00% |
| Community Bank, N.A. | 105 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 99 | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 94 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 52 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 26 | Jun 30, 26 | -- | 0.00% |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -417 | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -80 | -- |
| RICHARDSON FINANCIAL SERVICES INC. | -- | Jun 30, 26 | -701 | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Jun 30, 26 | -29.58K | -- |
| Kestra Advisory Services, LLC | -- | Jun 30, 26 | -4.48K | -- |
| EverSource Wealth Advisors, LLC | -- | Jun 30, 26 | -1 | -- |
| SkyView Investment Advisors, LLC | -- | Jun 30, 26 | -7.66K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Jun 30, 26 | -30.13K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -200 | -- |
| HARBOUR INVESTMENTS, INC. | -- | Jun 30, 26 | -123 | -- |
| CWM, LLC | 119 | Mar 31, 26 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 500 | Dec 31, 25 | -- | 0.01% |
| Glenmede Investment Management, LP | 955 | Sep 30, 25 | +955 | 0.02% |
| Money Design Co.,Ltd. | 29.62K | Jun 30, 25 | -2.44K | 0.58% |
| Atria Wealth Solutions, Inc. | 5.47K | Jun 30, 25 | -27.98K | 0.11% |
| RAYMOND JAMES & ASSOCIATES | 7.63K | Sep 30, 24 | -206 | 0.15% |
| Cetera Advisor Networks LLC | 11.77K | Mar 31, 24 | +2.42K | 0.23% |
| Bartlett & Co. LLC | 78 | Dec 31, 23 | +26 | 0.00% |
| KB FINANCIAL PARTNERS, LLC | 12.76K | Sep 30, 23 | -44 | 0.25% |
| American Portfolios Advisors | 6.59K | Sep 30, 22 | -653 | 0.13% |
| EATON VANCE MANAGEMENT | 4.00K | Sep 30, 22 | +4.00K | 0.08% |
| Lake Point Wealth Management | 40 | Jun 30, 22 | -- | 0.00% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8.22K | Jun 30, 21 | +2 | 0.16% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 105.18K | Mar 31, 21 | +11.28K | 2.04% |
| FIDUCIARY TRUST INTERNATIONAL LLC | 18.14K | Jun 30, 20 | +1.07K | 0.35% |
| Lenox Wealth Management, Inc. | 242 | Jun 30, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.52K | Dec 31, 19 | +475 | 0.03% |
| Advisor Group, Inc. | 231 | Dec 31, 19 | +100 | 0.00% |
