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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 |
|---|---|---|---|---|
| CX Institutional | 619 | Sep 30, 26 | -275 | 0.00% |
| Fisher Asset Management, LLC | 7.26M | Jun 30, 26 | +583.89K | 49.60% |
| BlackRock, Inc. | 1.45M | Jun 30, 26 | -52.40K | 9.87% |
| MORGAN STANLEY | 340.05K | Jun 30, 26 | +13.12K | 2.32% |
| Morningstar Investment Management LLC | 260.49K | Jun 30, 26 | -- | 1.78% |
| LPL Financial LLC | 102.66K | Jun 30, 26 | +17.46K | 0.70% |
| BANK OF AMERICA CORP /DE/ | 96.79K | Jun 30, 26 | -2.25K | 0.66% |
| UBS Group AG | 92.76K | Jun 30, 26 | +4.83K | 0.63% |
| Banco Santander, S.A. | 86.52K | Jun 30, 26 | +8.80K | 0.59% |
| RAYMOND JAMES FINANCIAL INC | 70.74K | Jun 30, 26 | +2.93K | 0.48% |
| ICICI Prudential Asset Management Co Ltd | 64.61K | Jun 30, 26 | -- | 0.44% |
| Creative Planning | 56.55K | Jun 30, 26 | -1.47K | 0.39% |
| NORTHLAND SECURITIES, INC. | 54.03K | Jun 30, 26 | +5.30K | 0.37% |
| WELLS FARGO & COMPANY/MN | 49.69K | Jun 30, 26 | +942 | 0.34% |
| Federation des caisses Desjardins du Quebec | 47.53K | Jun 30, 26 | -55.65K | 0.32% |
| STIFEL FINANCIAL CORP | 46.61K | Jun 30, 26 | +11.69K | 0.32% |
| GTS SECURITIES LLC | 42.15K | Jun 30, 26 | +36.64K | 0.29% |
| BESSEMER GROUP INC | 33.86K | Jun 30, 26 | -874 | 0.23% |
| ROYAL BANK OF CANADA | 31.92K | Jun 30, 26 | -821 | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30.27K | Jun 30, 26 | -2.06K | 0.21% |
| Northstar Financial Companies, Inc. | 26.41K | Jun 30, 26 | +2.98K | 0.18% |
| NATIONAL BANK OF CANADA /FI/ | 26.23K | Jun 30, 26 | +111 | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | 19.73K | Jun 30, 26 | -16.39K | 0.13% |
| TRUIST FINANCIAL CORP | 18.36K | Jun 30, 26 | -16.50K | 0.13% |
| Y.D. More Investments Ltd | 17.50K | Jun 30, 26 | -- | 0.12% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 17.10K | Jun 30, 26 | +1.73K | 0.12% |
| HighTower Advisors, LLC | 16.07K | Jun 30, 26 | +652 | 0.11% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14.11K | Jun 30, 26 | -1.93K | 0.10% |
| Beacon Pointe Advisors, LLC | 13.15K | Jun 30, 26 | +13.15K | 0.09% |
| McKinley Carter Wealth Services, Inc. | 13.00K | Jun 30, 26 | -854 | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 12.52K | Jun 30, 26 | +874 | 0.09% |
| Gladstone Institutional Advisory LLC | 11.58K | Jun 30, 26 | +737 | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | 10.59K | Jun 30, 26 | +1.74K | 0.07% |
| WealthBridge Capital Management, LLC | 10.55K | Jun 30, 26 | +300 | 0.07% |
| JANE STREET GROUP, LLC | 10.48K | Jun 30, 26 | -8.65K | 0.07% |
| Equitable Holdings, Inc. | 10.41K | Jun 30, 26 | +320 | 0.07% |
| FMR LLC | 10.10K | Jun 30, 26 | +1.05K | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.08K | Jun 30, 26 | +10.08K | 0.07% |
| Financial Perspectives, Inc | 8.82K | Jun 30, 26 | +3.19K | 0.06% |
| Cetera Investment Advisers | 8.61K | Jun 30, 26 | +733 | 0.06% |
| Fortis Advisors, LLC | 8.52K | Jun 30, 26 | +103 | 0.06% |
| Main Street Financial Solutions, LLC | 7.26K | Jun 30, 26 | +1.61K | 0.05% |
| Focus Financial Network, Inc. | 6.68K | Jun 30, 26 | +78 | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.61K | Jun 30, 26 | -4.72K | 0.05% |
| SOA Wealth Advisors, LLC. | 6.27K | Jun 30, 26 | -1.08K | 0.04% |
| LOM Asset Management Ltd | 6.00K | Jun 30, 26 | -- | 0.04% |
| SBI Securities Co., Ltd. | 5.47K | Jun 30, 26 | -264 | 0.04% |
| Financial & Tax Architects, LLC | 5.40K | Jun 30, 26 | +5.40K | 0.04% |
| BARCLAYS PLC | 5.20K | Jun 30, 26 | -- | 0.04% |
| D. E. Shaw & Co., Inc. | 5.13K | Jun 30, 26 | +196 | 0.04% |
| Colony Group, LLC | 5.06K | Jun 30, 26 | +80 | 0.03% |
| Private Advisor Group, LLC | 5.05K | Jun 30, 26 | +47 | 0.03% |
| AMERIPRISE FINANCIAL INC | 4.89K | Jun 30, 26 | +157 | 0.03% |
| Affiance Financial, LLC | 4.80K | Jun 30, 26 | -- | 0.03% |
| Glassman Wealth Services | 4.70K | Jun 30, 26 | -- | 0.03% |
| Rockefeller Capital Management L.P. | 4.62K | Jun 30, 26 | -133 | 0.03% |
| BNP PARIBAS ARBITRAGE, SNC | 4.43K | Jun 30, 26 | -- | 0.03% |
| MML INVESTORS SERVICES, LLC | 4.43K | Jun 30, 26 | +115 | 0.03% |
| BLUEDOOR PRIVATE WEALTH, LLC | 4.28K | Jun 30, 26 | -- | 0.03% |
| KCM INVESTMENT ADVISORS LLC | 4.27K | Jun 30, 26 | -- | 0.03% |
| NTV ASSET MANAGEMENT LLC | 4.25K | Jun 30, 26 | -- | 0.03% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 4.16K | Jun 30, 26 | +449 | 0.03% |
| M&T BANK CORP | 4.06K | Jun 30, 26 | -- | 0.03% |
| Ellis Investment Partners, LLC | 4.02K | Jun 30, 26 | +39 | 0.03% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4.00K | Jun 30, 26 | -- | 0.03% |
| CENTRAL VALLEY ADVISORS, LLC | 3.65K | Jun 30, 26 | +4 | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.63K | Jun 30, 26 | +145 | 0.02% |
| JPMORGAN CHASE & CO | 3.50K | Jun 30, 26 | +397 | 0.02% |
| Stonehage Fleming Financial Services Holdings Ltd | 3.37K | Jun 30, 26 | -- | 0.02% |
| Janney Montgomery Scott LLC | 3.36K | Jun 30, 26 | +167 | 0.02% |
| Intelligent Financial Strategies | 3.29K | Jun 30, 26 | -189 | 0.02% |
| MAI Capital Management | 3.12K | Jun 30, 26 | -370 | 0.02% |
| Slow Capital, Inc. | 3.06K | Jun 30, 26 | +43 | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 3.04K | Jun 30, 26 | -308 | 0.02% |
| RMB Capital Management, LLC | 3.03K | Jun 30, 26 | -- | 0.02% |
| Opus Financial Solutions LLC | 3.01K | Jun 30, 26 | -- | 0.02% |
| WETZEL INVESTMENT ADVISORS, INC. | 2.97K | Jun 30, 26 | +2.97K | 0.02% |
| Geneos Wealth Management Inc. | 2.66K | Jun 30, 26 | -- | 0.02% |
| Steward Partners Investment Advisory, LLC | 2.64K | Jun 30, 26 | -592 | 0.02% |
| IFP Advisors, Inc | 2.31K | Jun 30, 26 | -- | 0.02% |
| FIFTH THIRD BANCORP | 2.19K | Jun 30, 26 | -- | 0.01% |
| Manchester Capital Management LLC | 2.15K | Jun 30, 26 | -- | 0.01% |
| EP Wealth Advisors, LLC | 1.71K | Jun 30, 26 | +1.71K | 0.01% |
| Front Row Advisors LLC | 1.70K | Jun 30, 26 | -190 | 0.01% |
| TD Waterhouse Canada Inc. | 1.60K | Jun 30, 26 | -600 | 0.01% |
| Anchor Investment Management, LLC | 1.40K | Jun 30, 26 | -35 | 0.01% |
| AE Wealth Management LLC | 1.08K | Jun 30, 26 | -282 | 0.01% |
| Allworth Financial LP | 1.02K | Jun 30, 26 | +88 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 870 | Jun 30, 26 | -102 | 0.01% |
| Caitlin John, LLC | 832 | Jun 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 800 | Jun 30, 26 | -- | 0.01% |
| Triumph Capital Management | 780 | Jun 30, 26 | +42 | 0.01% |
| Aptus Capital Advisors, LLC | 664 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 529 | Jun 30, 26 | -16 | 0.00% |
| Oakworth Capital, Inc. | 400 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 300 | Jun 30, 26 | +300 | 0.00% |
| Cornerstone Planning Group LLC | 287 | Jun 30, 26 | +3 | 0.00% |
| Glen Eagle Advisors, LLC | 280 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 239 | Jun 30, 26 | +216 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 232 | Jun 30, 26 | -182 | 0.00% |
| Capital Analysts, LLC | 220 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 200 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| Archer Investment Corp | 200 | Jun 30, 26 | +2 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 188 | Jun 30, 26 | +2 | 0.00% |
| IFG Advisory, LLC | 185 | Jun 30, 26 | +185 | 0.00% |
| Newbridge Financial Services Group, Inc. | 177 | Jun 30, 26 | +2 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 160 | Jun 30, 26 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 142 | Jun 30, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 139 | Jun 30, 26 | -46 | 0.00% |
| Balentine LLC | 117 | Jun 30, 26 | -- | 0.00% |
| Rachor Investment Advisory Services, LLC | 115 | Jun 30, 26 | -- | 0.00% |
| Arlington Trust Co LLC | 100 | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 99 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 76 | Jun 30, 26 | -- | 0.00% |
| LAZARD ASSET MANAGEMENT LLC | 59 | Jun 30, 26 | +59 | 0.00% |
| Quaker Wealth Management, LLC | 57 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 50 | Jun 30, 26 | -43 | 0.00% |
| Ronald Blue Trust, Inc. | 50 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 38 | Jun 30, 26 | +38 | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 23 | Jun 30, 26 | -- | 0.00% |
| Allspring Global Investments Holdings, LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| Rossby Financial, LCC | 4 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -3.12K | -- |
| Synergy Investment Management, LLC | -- | Jun 30, 26 | -200 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -500 | -- |
| Mirae Asset Global Investments Co., Ltd. | -- | Jun 30, 26 | -2.20K | -- |
| Global Trust Asset Management, LLC | -- | Jun 30, 26 | -200 | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -58 | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -426 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -44.76K | -- |
| Key FInancial Inc | -- | Jun 30, 26 | -257 | -- |
| Clearstead Advisors, LLC | -- | Jun 30, 26 | -14.05K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -22.05K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -172 | -- |
| CALTON & ASSOCIATES, INC. | -- | Jun 30, 26 | -11.94K | -- |
| Richard Bernstein Advisors LLC | 444 | Mar 31, 26 | -288 | 0.00% |
| CWM, LLC | 380 | Mar 31, 26 | -125 | 0.00% |
| MGB Wealth Management, LLC | 17.34K | Dec 31, 25 | +39 | 0.12% |
| COMERICA BANK | 1.12K | Dec 31, 25 | -340 | 0.01% |
| CIBC Private Wealth Group, LLC | 153 | Dec 31, 25 | +2 | 0.00% |
| ORG Partners LLC | -- | Dec 31, 25 | -654 | -- |
| NAPA WEALTH MANAGEMENT | 8.31K | Sep 30, 25 | +8.31K | 0.06% |
| Money Design Co.,Ltd. | 72.08K | Jun 30, 25 | -2.60K | 0.49% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -3.13K | -- |
| Raymond James Financial Services Advisors, Inc. | 37.56K | Sep 30, 24 | +1.69K | 0.26% |
| Axiom Advisory, LLC | 29.50K | Sep 30, 24 | -7.76K | 0.20% |
| Carmichael Hill & Associates, Inc. | 632 | Sep 30, 24 | +82 | 0.00% |
| SYSTM Wealth Solutions LLC | -- | Sep 30, 24 | -34 | -- |
| BlackRock Inc. | 1.57M | Jun 30, 24 | -26.92K | 10.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 5.05K | Jun 30, 24 | -2.75K | 0.03% |
| Cetera Advisors LLC | 7.49K | Mar 31, 24 | +1.96K | 0.05% |
| CREDIT SUISSE AG/ | 7.00K | Mar 31, 24 | -- | 0.05% |
| Cetera Advisor Networks LLC | 6.16K | Mar 31, 24 | -257 | 0.04% |
| Highlander Capital Management, LLC | 650 | Mar 31, 24 | -- | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 7.72K | Dec 31, 23 | +7.72K | 0.05% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 10.36K | Sep 30, 23 | -22.50K | 0.07% |
| PICTET ASSET MANAGEMENT SA | 15.50K | Jun 30, 23 | -32.63K | 0.11% |
| Vigilant Capital Management, LLC | 615 | Jun 30, 23 | -30 | 0.00% |
| Kalos Management, Inc. | -- | Jun 30, 23 | -165 | -- |
| Ahrens Investment Partners LLC | 130 | Mar 31, 23 | +130 | 0.00% |
| RESOLUTE FINANCIAL, LLC | 5.87K | Dec 31, 22 | +52 | 0.04% |
| American Portfolios Advisors | 78 | Sep 30, 22 | -- | 0.00% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 17.22K | Jun 30, 22 | -7.52K | 0.12% |
| MURPHY CAPITAL MANAGEMENT INC | 5.50K | Jun 30, 22 | -935 | 0.04% |
| EXANE DERIVATIVES | 611 | Jun 30, 22 | -3.66K | 0.00% |
| BREWIN DOLPHIN LTD | 461 | Jun 30, 22 | -- | 0.00% |
| NEXT Financial Group, Inc | 7.65K | Dec 31, 21 | +898 | 0.05% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -212 | -- |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 730 | Jun 30, 21 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 5.32K | Sep 30, 20 | +770 | 0.04% |
| QUANTUM CAPITAL MANAGEMENT | 3.94K | Sep 30, 20 | -106 | 0.03% |
| InterOcean Capital, LLC | -- | Jun 30, 20 | -54.41K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 21.77K | Dec 31, 19 | -1.37K | 0.15% |
| Advisor Group, Inc. | 7.03K | Dec 31, 19 | -1.07K | 0.05% |
| Beacon Pointe Wealth Advisors, LLC | -- | Dec 31, 19 | -4.44K | -- |
| SUNTRUST BANKS INC | 25.17K | Sep 30, 19 | -795 | 0.17% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 600 | Sep 30, 19 | -- | 0.00% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 9.97K | Mar 31, 19 | -875 | 0.07% |
| NEXT Financial Holdings | 362 | Mar 31, 19 | +362 | 0.00% |
| COMERICA SECURITIES INC | 24.15K | Dec 31, 18 | +24.15K | 0.16% |
| Visionary Asset Management, Inc. | 5.31K | Dec 31, 18 | +5.31K | 0.04% |
| Blue Granite Capital, LLC | 50 | Dec 31, 17 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 10.68K | Jun 30, 17 | -1.06K | 0.07% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -2.06K | -- |
| Kernodle & Katon Asset Management Group, LLC | 138 | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 2.07K | Dec 31, 16 | -2.75K | 0.01% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -65 | -- |
| SOCIETE GENERALE | 41.73K | Jun 30, 16 | +41.73K | 0.29% |
| BHF Kleinwort Benson Group S.A. | -- | Mar 31, 16 | -10.00K | -- |
| Gupta Wealth Management LLC | -- | Mar 31, 16 | -355 | -- |
| MANAGED ACCOUNT ADVISORS LLC | 543 | Jun 30, 15 | -- | 0.00% |
| BOSTON PRIVATE BANK & TRUST CO | 409 | Mar 31, 15 | -- | 0.00% |
| Placemark Investments, Inc. | 13.48K | Dec 31, 14 | +2.74K | 0.09% |
| UBS AG | 50.58K | Sep 30, 14 | -11.57K | 0.35% |
| Cobble Hill Financial Services, INC | 6.00K | Sep 30, 14 | -2.00K | 0.04% |
| Jane Street Holding, LLC | 44.73K | Dec 31, 13 | +40.37K | 0.31% |
| KNIGHT CAPITAL GROUP LLC | 8.47K | Jun 30, 13 | +5.68K | 0.06% |
| First Allied Securities, Inc. | 6.37K | Jun 30, 12 | -195 | 0.04% |
| RBC Dominion Securities Inc. | 450 | Dec 31, 08 | -- | 0.00% |