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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 |
|---|---|---|---|---|
| KAYNE ANDERSON CAPITAL ADVISORS LP | 399.55K | Jun 30, 26 | -- | 6.80% |
| AG Asset Advisory, LLC | 295.23K | Jun 30, 26 | -- | 5.02% |
| AXXCESS WEALTH MANAGEMENT, LLC | 108.38K | Jun 30, 26 | +108.38K | 1.84% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 99.24K | Jun 30, 26 | +62.90K | 1.69% |
| Encompass More Asset Management | 79.75K | Jun 30, 26 | +79.75K | 1.36% |
| CreativeOne Wealth, LLC | 68.18K | Jun 30, 26 | +13.99K | 1.16% |
| Exit Wealth Advisors, LLC. | 60.00K | Jun 30, 26 | +35.81K | 1.02% |
| RAYMOND JAMES FINANCIAL INC | 59.42K | Jun 30, 26 | -- | 1.01% |
| Belpointe Asset Management LLC | 57.63K | Jun 30, 26 | -2.87K | 0.98% |
| Magnus Financial Group LLC | 43.97K | Jun 30, 26 | -38.02K | 0.75% |
| Pekin Hardy Strauss, Inc. | 36.70K | Jun 30, 26 | +3.50K | 0.62% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 32.19K | Jun 30, 26 | -- | 0.55% |
| HB Wealth Management, LLC | 31.80K | Jun 30, 26 | -- | 0.54% |
| JANE STREET GROUP, LLC | 30.57K | Jun 30, 26 | +17.71K | 0.52% |
| Accelerate Investment Advisors LLC | 25.76K | Jun 30, 26 | -- | 0.44% |
| Mosley Wealth Management | 24.51K | Jun 30, 26 | +24.51K | 0.42% |
| Steel Peak Wealth Management LLC | 19.50K | Jun 30, 26 | +19.50K | 0.33% |
| CI Private Wealth, LLC | 13.35K | Jun 30, 26 | -- | 0.23% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.51K | Jun 30, 26 | +10.51K | 0.18% |
| BANK OF AMERICA CORP /DE/ | 9.72K | Jun 30, 26 | +9.72K | 0.17% |
| HAZLETT, BURT & WATSON, INC. | 813 | Jun 30, 26 | +13 | 0.01% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -25.45K | -- |
| CWM, LLC | 11.09K | Mar 31, 26 | +11.09K | 0.19% |
