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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Howard Capital Management Inc. | 3.98M | Jun 30, 26 | -2.12M | 43.76% |
| ENVESTNET ASSET MANAGEMENT INC | 777.69K | Jun 30, 26 | -6.25K | 8.54% |
| Cetera Investment Advisers | 497.68K | Jun 30, 26 | -85.81K | 5.47% |
| J.W. COLE ADVISORS, INC. | 378.47K | Jun 30, 26 | +336.63K | 4.16% |
| Wealth Watch Advisors, INC | 292.74K | Jun 30, 26 | -47.05K | 3.22% |
| Aegis Wealth Management, Inc. | 264.68K | Jun 30, 26 | +13.63K | 2.91% |
| Cambridge Investment Research Advisors, Inc. | 253.31K | Jun 30, 26 | -2.48K | 2.78% |
| LPL Financial LLC | 235.57K | Jun 30, 26 | +55.73K | 2.59% |
| Discipline Wealth Solutions, LLC | 227.46K | Jun 30, 26 | +47.91K | 2.50% |
| Lifestyle Asset Management, Inc. | 133.41K | Jun 30, 26 | +15.95K | 1.47% |
| Optivise Advisory Services LLC | 101.71K | Jun 30, 26 | -6.42K | 1.12% |
| HighPoint Advisor Group LLC | 63.45K | Jun 30, 26 | +3.20K | 0.70% |
| NewEdge Advisors, LLC | 52.86K | Jun 30, 26 | +6.86K | 0.58% |
| TUCKER ASSET MANAGEMENT LLC | 51.41K | Jun 30, 26 | +51.41K | 0.56% |
| Simplicity Wealth,LLC | 44.72K | Jun 30, 26 | -710 | 0.49% |
| IFP Advisors, Inc | 26.80K | Jun 30, 26 | +250 | 0.29% |
| Foundations Investment Advisors, LLC | 26.43K | Jun 30, 26 | +708 | 0.29% |
| Brookstone Capital Management | 24.72K | Jun 30, 26 | -86 | 0.27% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 23.59K | Jun 30, 26 | -1.45K | 0.26% |
| Nuveen, LLC | 19.15K | Jun 30, 26 | +19.15K | 0.21% |
| Integrated Wealth Concepts LLC | 18.25K | Jun 30, 26 | +8.83K | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.47K | Jun 30, 26 | -10.06K | 0.18% |
| CITADEL ADVISORS LLC | 11.44K | Jun 30, 26 | +11.44K | 0.13% |
| Fiduciary Alliance LLC | 10.91K | Jun 30, 26 | +176 | 0.12% |
| JANE STREET GROUP, LLC | 9.39K | Jun 30, 26 | +1.41K | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 8.69K | Jun 30, 26 | +1.51K | 0.10% |
| McKinney Capital Management, LLC | 8.03K | Jun 30, 26 | +680 | 0.09% |
| TRUIST FINANCIAL CORP | 6.68K | Jun 30, 26 | -- | 0.07% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 6.39K | Jun 30, 26 | -860 | 0.07% |
| Bison Wealth, LLC | 5.62K | Jun 30, 26 | +407 | 0.06% |
| VestGen Advisors, LLC | 5.26K | Jun 30, 26 | -289 | 0.06% |
| Hanlon Investment Management, Inc. | 4.95K | Jun 30, 26 | -1.06K | 0.05% |
| J2 Capital Management Inc | 4.87K | Jun 30, 26 | -54.36K | 0.05% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 4.45K | Jun 30, 26 | -805 | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 4.05K | Jun 30, 26 | +324 | 0.04% |
| Brinker Capital Investments, LLC | 3.90K | Jun 30, 26 | -272.72K | 0.04% |
| Delta Investment Management, LLC | 3.31K | Jun 30, 26 | +3.31K | 0.04% |
| Envestnet Portfolio Solutions, Inc. | 3.14K | Jun 30, 26 | +3.14K | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.19K | Jun 30, 26 | +56 | 0.01% |
| MORGAN STANLEY | 1.15K | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 768 | Jun 30, 26 | +360 | 0.01% |
| Spire Wealth Management | 200 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 18 | Jun 30, 26 | +18 | 0.00% |
| JPMORGAN CHASE & CO | 1 | Jun 30, 26 | -- | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | -- | Jun 30, 26 | -4.39K | -- |
| GDS Wealth Management | -- | Jun 30, 26 | -7.00K | -- |
| UBS Group AG | -- | Jun 30, 26 | -857 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -35.94K | -- |
| Atria Investments, Inc | -- | Jun 30, 26 | -6.12K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -7.10K | -- |
| Skopos Labs, Inc. | 19.15K | Mar 31, 26 | -- | 0.21% |
| Atria Wealth Solutions, Inc. | 39.03K | Jun 30, 25 | +39.03K | 0.43% |
| Orion Portfolio Solutions, LLC | 523.78K | Mar 31, 25 | +61.69K | 5.75% |
| Cetera Advisors LLC | 153.11K | Mar 31, 24 | +123.55K | 1.68% |
| Cetera Advisor Networks LLC | 66.38K | Mar 31, 24 | +18.49K | 0.73% |
| NTB Financial Corp | 32.86K | Jun 30, 22 | -62 | 0.36% |
| NEXT Financial Group, Inc | 7.91K | Dec 31, 21 | +4.46K | 0.09% |
| First Allied Advisory Services, Inc. | 31.45K | Sep 30, 20 | -752 | 0.35% |
| Advisor Group, Inc. | 61 | Dec 31, 19 | +61 | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data