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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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 231.90K | Jun 30, 26 | -3.40K | 9.72% |
| ADVISOR GROUP HOLDINGS, INC. | 190.71K | Jun 30, 26 | +13.79K | 7.99% |
| ALLIANZ SE | 189.46K | Jun 30, 26 | +34.77K | 7.94% |
| LPL Financial LLC | 185.70K | Jun 30, 26 | -1.84K | 7.78% |
| Kestra Advisory Services, LLC | 119.40K | Jun 30, 26 | -18.03K | 5.00% |
| Cetera Investment Advisers | 92.96K | Jun 30, 26 | +915 | 3.90% |
| RAYMOND JAMES FINANCIAL INC | 60.72K | Jun 30, 26 | -486 | 2.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51.40K | Jun 30, 26 | +18.28K | 2.15% |
| Forty-three Eighteen Advisors, LLC | 51.21K | Jun 30, 26 | -600 | 2.15% |
| Westshore Wealth, LLC | 51.00K | Jun 30, 26 | -19.68K | 2.14% |
| Cambridge Investment Research Advisors, Inc. | 44.08K | Jun 30, 26 | +5.31K | 1.85% |
| HARBOUR INVESTMENTS, INC. | 38.59K | Jun 30, 26 | -2.34K | 1.62% |
| Castle Rock Wealth Management, LLC | 34.54K | Jun 30, 26 | -- | 1.45% |
| Spire Wealth Management | 33.40K | Jun 30, 26 | -5.04K | 1.40% |
| Pensionmark Financial Group, LLC | 32.13K | Jun 30, 26 | +5.26K | 1.35% |
| Farther Finance Advisors, LLC | 29.91K | Jun 30, 26 | -571 | 1.25% |
| PFG Advisors | 28.55K | Jun 30, 26 | -1.99K | 1.20% |
| ENVESTNET ASSET MANAGEMENT INC | 28.50K | Jun 30, 26 | +1.57K | 1.19% |
| MML INVESTORS SERVICES, LLC | 23.96K | Jun 30, 26 | +7.58K | 1.00% |
| GTS FINANCIAL, LLC | 19.90K | Jun 30, 26 | -732 | 0.83% |
| JIM SAULNIER & ASSOCIATES, LLC | 19.60K | Jun 30, 26 | -1.99K | 0.82% |
| Concurrent Investment Advisors, LLC | 13.04K | Jun 30, 26 | -- | 0.55% |
| Global Retirement Partners, LLC | 12.84K | Jun 30, 26 | +12.84K | 0.54% |
| SRS Capital Advisors, Inc. | 11.88K | Jun 30, 26 | +10.13K | 0.50% |
| CENTAURUS FINANCIAL, INC. | 11.58K | Jun 30, 26 | -8.58K | 0.49% |
| Cypress Wealth Services, LLC | 11.06K | Jun 30, 26 | -- | 0.46% |
| Advus Financial Partners, LLC | 10.89K | Jun 30, 26 | -2.13K | 0.46% |
| Focus Financial Network, Inc. | 10.86K | Jun 30, 26 | -- | 0.46% |
| BCGM Wealth Management, LLC | 10.11K | Jun 30, 26 | -- | 0.42% |
| INDEPENDENT FINANCIAL GROUP, LLC | 10.08K | Jun 30, 26 | -101 | 0.42% |
| First Heartland Consultants, Inc. | 9.87K | Jun 30, 26 | -- | 0.41% |
| Fortis Capital Management LLC | 9.74K | Jun 30, 26 | -- | 0.41% |
| FreeGulliver LLC | 8.68K | Jun 30, 26 | -- | 0.36% |
| TAGStone Capital, Inc. | 7.55K | Jun 30, 26 | +485 | 0.32% |
| SAGESPRING WEALTH PARTNERS, LLC | 6.63K | Jun 30, 26 | -97 | 0.28% |
| CITADEL ADVISORS LLC | 5.78K | Jun 30, 26 | +5.78K | 0.24% |
| GOLDMAN SACHS GROUP INC | 5.72K | Jun 30, 26 | +5.72K | 0.24% |
| Joseph P. Lucia & Associates, LLC | 5.67K | Jun 30, 26 | +5.67K | 0.24% |
| FOUNDERS FINANCIAL SECURITIES LLC | 5.55K | Jun 30, 26 | +5.55K | 0.23% |
| Innovative Asset Advisors Group, LLC | 4.50K | Jun 30, 26 | +4.50K | 0.19% |
| ROYAL BANK OF CANADA | 3.60K | Jun 30, 26 | -- | 0.15% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.16K | Jun 30, 26 | +1.96K | 0.13% |
| AE Wealth Management LLC | 2.81K | Jun 30, 26 | +46 | 0.12% |
| Elevated Capital Advisors, LLC | 2.28K | Jun 30, 26 | +2.28K | 0.10% |
| Capital Investment Advisory Services, LLC | 2.13K | Jun 30, 26 | -- | 0.09% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 501 | Jun 30, 26 | -- | 0.02% |
| IFP Advisors, Inc | 231 | Jun 30, 26 | -- | 0.01% |
| Financial Network Wealth Advisors LLC | 173 | Jun 30, 26 | -- | 0.01% |
| Lloyd Advisory Services, LLC. | 7 | Jun 30, 26 | +7 | 0.00% |
| ALLIANZ INVESTMENT MANAGEMENT LLC | 108.20K | Dec 31, 25 | +108.20K | 4.54% |
| Allianz Investment Management U.S. LLC | 5.00K | Sep 30, 25 | -- | 0.21% |
| Atria Wealth Solutions, Inc. | 38.21K | Jun 30, 25 | -30.75K | 1.60% |
| Raymond James Financial Services Advisors, Inc. | 35.65K | Sep 30, 24 | +75 | 1.49% |
| Epic Trust Investment Advisors, LLC | 8.50K | Jun 30, 24 | -- | 0.36% |
| Cetera Advisor Networks LLC | 59.18K | Mar 31, 24 | +34.36K | 2.48% |
| Cetera Advisors LLC | 10.92K | Mar 31, 24 | +10.92K | 0.46% |
