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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LOOMIS SAYLES & CO L P | 8.09M | Jun 30, 26 | +600.49K | 50.99% |
| LPL Financial LLC | 2.33M | Jun 30, 26 | +102.47K | 14.70% |
| RAYMOND JAMES FINANCIAL INC | 2.14M | Jun 30, 26 | +241.08K | 13.47% |
| Cerity Partners LLC | 1.46M | Jun 30, 26 | +315.30K | 9.21% |
| Vestmark Advisory Solutions, Inc. | 905.57K | Jun 30, 26 | -1.34K | 5.71% |
| Northwest Financial Advisors | 834.61K | Jun 30, 26 | +834.61K | 5.26% |
| WELLS FARGO & COMPANY/MN | 554.28K | Jun 30, 26 | +82.27K | 3.49% |
| AMERIPRISE FINANCIAL INC | 412.29K | Jun 30, 26 | -- | 2.60% |
| BANK OF AMERICA CORP /DE/ | 315.46K | Jun 30, 26 | +117.25K | 1.99% |
| IHT Wealth Management, LLC | 281.07K | Jun 30, 26 | +6.52K | 1.77% |
| MAI Capital Management | 243.19K | Jun 30, 26 | +1.36K | 1.53% |
| ENVESTNET ASSET MANAGEMENT INC | 226.25K | Jun 30, 26 | +10.44K | 1.43% |
| UBS ASSET MANAGEMENT AMERICAS INC | 225.99K | Jun 30, 26 | -- | 1.42% |
| Baird Financial Group, Inc. | 205.31K | Jun 30, 26 | +177.51K | 1.29% |
| Clifford Group, LLC | 152.85K | Jun 30, 26 | -16.94K | 0.96% |
| MML INVESTORS SERVICES, LLC | 119.80K | Jun 30, 26 | +10.37K | 0.76% |
| PNC FINANCIAL SERVICES GROUP, INC. | 111.24K | Jun 30, 26 | +12.36K | 0.70% |
| Golden State Wealth Management, LLC | 87.44K | Jun 30, 26 | +87.44K | 0.55% |
| Apollon Wealth Management, LLC | 81.13K | Jun 30, 26 | -364 | 0.51% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 35.30K | Jun 30, 26 | +520 | 0.22% |
| Atlanta Consulting Group Advisors, LLC | 29.86K | Jun 30, 26 | +3.48K | 0.19% |
| Stratos Wealth Partners, LTD. | 27.24K | Jun 30, 26 | -34 | 0.17% |
| Integrated Wealth Concepts LLC | 22.23K | Jun 30, 26 | +22.23K | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 18.28K | Jun 30, 26 | +17.28K | 0.12% |
| IFG Advisory, LLC | 17.63K | Jun 30, 26 | +17.63K | 0.11% |
| Global Retirement Partners, LLC | 16.09K | Jun 30, 26 | +16.09K | 0.10% |
| CITADEL ADVISORS LLC | 14.77K | Jun 30, 26 | +14.77K | 0.09% |
| TRUIST FINANCIAL CORP | 14.33K | Jun 30, 26 | -427 | 0.09% |
| Janney Montgomery Scott LLC | 13.69K | Jun 30, 26 | +13.69K | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 12.16K | Jun 30, 26 | +12.16K | 0.08% |
| Third View Private Wealth, LLC | 11.48K | Jun 30, 26 | +420 | 0.07% |
| DRIVE WEALTH MANAGEMENT, LLC | 10.66K | Jun 30, 26 | +1.69K | 0.07% |
| Resurgent Financial Advisors LLC | 8.47K | Jun 30, 26 | -288 | 0.05% |
| TrustWell Financial Advisors, LLC | 7.91K | Jun 30, 26 | +7.91K | 0.05% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 7.30K | Jun 30, 26 | -906 | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.05K | Jun 30, 26 | -1.15K | 0.04% |
| GOLDMAN SACHS GROUP INC | 6.33K | Jun 30, 26 | +6.33K | 0.04% |
| JANE STREET GROUP, LLC | 5.78K | Jun 30, 26 | -20.25K | 0.04% |
| Callan Family Office, LLC | 5.77K | Jun 30, 26 | +5.77K | 0.04% |
| Private Advisor Group, LLC | 5.62K | Jun 30, 26 | +5.62K | 0.04% |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 5.58K | Jun 30, 26 | -79 | 0.04% |
| FLAGSHIP HARBOR ADVISORS, LLC | 5.42K | Jun 30, 26 | -1.06K | 0.03% |
| HighTower Advisors, LLC | 5.40K | Jun 30, 26 | +5.40K | 0.03% |
| Perigon Wealth Management, LLC | 5.28K | Jun 30, 26 | +5.28K | 0.03% |
| MGO ONE SEVEN LLC | 5.10K | Jun 30, 26 | -4.77K | 0.03% |
| UBS Group AG | 3.69K | Jun 30, 26 | +3.69K | 0.02% |
| Rockefeller Capital Management L.P. | 2.00K | Jun 30, 26 | -- | 0.01% |
| NewEdge Advisors, LLC | 910 | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 815 | Jun 30, 26 | +115 | 0.01% |
| Oakworth Capital, Inc. | 800 | Jun 30, 26 | +800 | 0.01% |
| JPMORGAN CHASE & CO | 621 | Jun 30, 26 | +621 | 0.00% |
| FIFTH THIRD BANCORP | 571 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 331 | Jun 30, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 304 | Jun 30, 26 | -- | 0.00% |
| MORGAN STANLEY | 100 | Jun 30, 26 | +100 | 0.00% |
| EverSource Wealth Advisors, LLC | 58 | Jun 30, 26 | +58 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 38 | Jun 30, 26 | -- | 0.00% |
| Sepio Capital, LP | -- | Jun 30, 26 | -20.26K | -- |
| NATIONAL BANK OF CANADA /FI/ | -- | Jun 30, 26 | -454 | -- |
| Mariner, LLC | -- | Jun 30, 26 | -257.99K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -154 | -- |
| Sanctuary Advisors, LLC | -- | Jun 30, 26 | -21.05K | -- |
| D. E. Shaw & Co., Inc. | -- | Jun 30, 26 | -7.17K | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -5.25K | -- |
| Richmond Investment Services, LLC | -- | Jun 30, 26 | -23.42K | -- |
| INVESTMENT COUNSEL CO OF NEVADA | -- | Jun 30, 26 | -1.77K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -18.08K | -- |
| Independence Asset Advisors, LLC | -- | Jun 30, 26 | -26.25K | -- |
| U.S. Capital Wealth Advisors, LLC | -- | Mar 31, 26 | -82.20K | -- |
| Priebe Wealth Holdings LLC | 37.66K | Jun 30, 25 | +12.64K | 0.24% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data