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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| HighTower Advisors, LLC | 164.94K | Jun 30, 26 | -651 | 59.30% |
| RAYMOND JAMES FINANCIAL INC | 46.46K | Jun 30, 26 | +21.21K | 16.71% |
| LPL Financial LLC | 46.27K | Jun 30, 26 | +29.17K | 16.64% |
| MORGAN STANLEY | 44.25K | Jun 30, 26 | -1.47K | 15.91% |
| TRUIST FINANCIAL CORP | 23.51K | Jun 30, 26 | +171 | 8.45% |
| STIFEL FINANCIAL CORP | 14.78K | Jun 30, 26 | -107 | 5.31% |
| Cetera Investment Advisers | 11.07K | Jun 30, 26 | -2.53K | 3.98% |
| Outlook Wealth Advisors, LLC | 10.88K | Jun 30, 26 | +10.88K | 3.91% |
| Nilsine Partners, LLC | 10.29K | Jun 30, 26 | +11 | 3.70% |
| JANE STREET GROUP, LLC | 8.11K | Jun 30, 26 | -5.56K | 2.91% |
| ENVESTNET ASSET MANAGEMENT INC | 6.38K | Jun 30, 26 | -249 | 2.29% |
| Hennion & Walsh Asset Management, Inc. | 5.20K | Jun 30, 26 | +320 | 1.87% |
| Cambridge Investment Research Advisors, Inc. | 5.17K | Jun 30, 26 | +352 | 1.86% |
| Quantinno Capital Management LP | 4.31K | Jun 30, 26 | +4.31K | 1.55% |
| Private Advisor Group, LLC | 4.06K | Jun 30, 26 | -42 | 1.46% |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.44K | Jun 30, 26 | +40 | 1.24% |
| NewEdge Advisors, LLC | 3.25K | Jun 30, 26 | -- | 1.17% |
| Prospera Financial Services Inc | 3.16K | Jun 30, 26 | -60 | 1.14% |
| Wellington Shields & Co., LLC | 2.76K | Jun 30, 26 | -3 | 0.99% |
| MinichMacGregor Wealth Management, LLC | 2.19K | Jun 30, 26 | -349 | 0.79% |
| Fulcrum Equity Management | 2.06K | Jun 30, 26 | +153 | 0.74% |
| Evercore Wealth Management, LLC | 2.00K | Jun 30, 26 | -- | 0.72% |
| EQUITABLE TRUST CO | 1.63K | Jun 30, 26 | -- | 0.59% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.56K | Jun 30, 26 | -- | 0.56% |
| Vision Capital Management, Inc. | 1.50K | Jun 30, 26 | -- | 0.54% |
| NTV ASSET MANAGEMENT LLC | 1.50K | Jun 30, 26 | -- | 0.54% |
| Novak & Powell Financial Services, Inc. | 1.47K | Jun 30, 26 | -- | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 1.43K | Jun 30, 26 | +397 | 0.51% |
| Western Financial Corp/CA | 1.43K | Jun 30, 26 | -70 | 0.51% |
| DAVENPORT & Co LLC | 1.41K | Jun 30, 26 | +1.41K | 0.51% |
| KKM Financial LLC | 1.34K | Jun 30, 26 | +1.34K | 0.48% |
| Steward Partners Investment Advisory, LLC | 1.33K | Jun 30, 26 | +2 | 0.48% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 1.26K | Jun 30, 26 | +1.26K | 0.45% |
| Sargent Investment Group, LLC | 1.20K | Jun 30, 26 | +1.20K | 0.43% |
| IBEX WEALTH ADVISORS | 1.08K | Jun 30, 26 | +1.08K | 0.39% |
| KTF INVESTMENTS, LLC | 1.06K | Jun 30, 26 | +1.06K | 0.38% |
| Colony Group, LLC | 950 | Jun 30, 26 | +950 | 0.34% |
| JPMORGAN CHASE & CO | 802 | Jun 30, 26 | +700 | 0.29% |
| Institute for Wealth Management, LLC. | 689 | Jun 30, 26 | +689 | 0.25% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 605 | Jun 30, 26 | -- | 0.22% |
| ASSETMARK, INC | 544 | Jun 30, 26 | -- | 0.20% |
| UBS Group AG | 401 | Jun 30, 26 | +14 | 0.14% |
| Rockefeller Capital Management L.P. | 209 | Jun 30, 26 | -- | 0.08% |
| Global Retirement Partners, LLC | 146 | Jun 30, 26 | +146 | 0.05% |
| Regatta Research & Money Management | 70 | Jun 30, 26 | +70 | 0.03% |
| Wagner Wealth Management, LLC | 14 | Jun 30, 26 | -- | 0.01% |
| Smartleaf Asset Management LLC | 10 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | -- | Jun 30, 26 | -25 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -4.16K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -200 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -26 | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -11 | -- |
| Raymond James Financial Services Advisors, Inc. | 2.27K | Sep 30, 24 | +3 | 0.82% |
| Milestone Advisory Partners | 3.25K | Sep 30, 23 | -- | 1.17% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data