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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Aries Wealth Management | 3.63K | Sep 30, 26 | -1.00K | 0.66% |
| OLD MISSION CAPITAL LLC | 45.15K | Jun 30, 26 | -2.94K | 8.21% |
| GTS SECURITIES LLC | 44.68K | Jun 30, 26 | +13.43K | 8.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 34.62K | Jun 30, 26 | -1.89K | 6.29% |
| JPMORGAN CHASE & CO | 27.94K | Jun 30, 26 | +2.80K | 5.08% |
| Daiwa Securities Group Inc. | 16.26K | Jun 30, 26 | -- | 2.96% |
| Values Added Financial LLC | 15.71K | Jun 30, 26 | -419 | 2.86% |
| CI INVESTMENTS INC. | 13.14K | Jun 30, 26 | +600 | 2.39% |
| Beta Wealth Group, Inc. | 8.71K | Jun 30, 26 | +137 | 1.58% |
| Waterford Advisors, LLC | 8.48K | Jun 30, 26 | -3.92K | 1.54% |
| Integrity Advisory Solutions, LLC | 8.04K | Jun 30, 26 | +445 | 1.46% |
| Merit Financial Group, LLC | 7.32K | Jun 30, 26 | -733 | 1.33% |
| One Wealth Advisors, LLC | 7.28K | Jun 30, 26 | -132 | 1.32% |
| Pathstone Holdings, LLC | 7.11K | Jun 30, 26 | -198 | 1.29% |
| JONES FINANCIAL COMPANIES LLLP | 6.13K | Jun 30, 26 | -1.40K | 1.12% |
| MGO ONE SEVEN LLC | 5.57K | Jun 30, 26 | -406 | 1.01% |
| Ariadne Wealth Management, LP | 4.82K | Jun 30, 26 | +11 | 0.88% |
| StoneX Group Inc. | 4.58K | Jun 30, 26 | +4.58K | 0.83% |
| Aprio Wealth Management, LLC | 4.06K | Jun 30, 26 | +32 | 0.74% |
| BANK OF AMERICA CORP /DE/ | 3.73K | Jun 30, 26 | +27 | 0.68% |
| JANE STREET GROUP, LLC | 3.70K | Jun 30, 26 | -2.23K | 0.67% |
| CITIGROUP INC | 2.44K | Jun 30, 26 | +204 | 0.44% |
| ROYAL BANK OF CANADA | 1.61K | Jun 30, 26 | -11 | 0.29% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.15K | Jun 30, 26 | +1.15K | 0.21% |
| EverSource Wealth Advisors, LLC | 914 | Jun 30, 26 | -9 | 0.17% |
| Integrated Wealth Concepts LLC | 834 | Jun 30, 26 | +834 | 0.15% |
| Ashton Thomas Private Wealth, LLC | 663 | Jun 30, 26 | -- | 0.12% |
| OSAIC HOLDINGS, INC. | 441 | Jun 30, 26 | -423 | 0.08% |
| Oakmont Advisory Group, LLC | 378 | Jun 30, 26 | +378 | 0.07% |
| Aptus Capital Advisors, LLC | 368 | Jun 30, 26 | -- | 0.07% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 368 | Jun 30, 26 | -- | 0.07% |
| Front Row Advisors LLC | 215 | Jun 30, 26 | -- | 0.04% |
| UBS Group AG | 171 | Jun 30, 26 | -97 | 0.03% |
| Arax Advisory Partners | 80 | Jun 30, 26 | +80 | 0.01% |
| Glass Jacobson Investment Advisors llc | 71 | Jun 30, 26 | -30 | 0.01% |
| MORGAN STANLEY | 43 | Jun 30, 26 | -9 | 0.01% |
| BlackRock, Inc. | 1 | Jun 30, 26 | +1 | 0.00% |
| Corient Private Wealth LP | -- | Jun 30, 26 | -13.69K | -- |
| Addison Advisors LLC | -- | Jun 30, 26 | -1.38K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -94 | -- |
| Morling Financial Advisors, LLC | -- | Jun 30, 26 | -462 | -- |
| Pathfinder Wealth Consulting, Inc. | 4.75K | Mar 31, 26 | -- | 0.86% |
| WR Wealth Planners, LLC | 2.34K | Dec 31, 24 | -3.03K | 0.43% |
| WEALTHSOURCE PARTNERS, LLC | 9.50K | Dec 31, 23 | -23.80K | 1.73% |
| 55I, LLC | 218.26K | Sep 30, 22 | +70.25K | 39.69% |
| BALASA DINVERNO & FOLTZ LLC | 29.71K | Sep 30, 22 | +3.74K | 5.40% |
| NEXT Financial Group, Inc | 111 | Dec 31, 21 | +111 | 0.02% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data