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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 |
|---|---|---|---|---|
| AE Wealth Management LLC | 3.71M | Jun 30, 26 | +3.71M | 184.49% |
| Lloyd Advisory Services, LLC. | 719.71K | Jun 30, 26 | +719.71K | 35.78% |
| POM Investment Strategies, LLC | 357.48K | Jun 30, 26 | +354.48K | 17.77% |
| COMMONWEALTH EQUITY SERVICES, LLC | 282.60K | Jun 30, 26 | +50.88K | 14.05% |
| ADVISOR GROUP HOLDINGS, INC. | 282.56K | Jun 30, 26 | +174.55K | 14.05% |
| LPL Financial LLC | 281.45K | Jun 30, 26 | +150.18K | 13.99% |
| FSR Wealth Management Ltd. | 263.40K | Jun 30, 26 | +263.40K | 13.09% |
| Mid-American Wealth Advisory Group, Inc. | 215.02K | Jun 30, 26 | +215.02K | 10.69% |
| B.O.S.S. Retirement Advisors, LLC | 198.62K | Jun 30, 26 | +198.62K | 9.87% |
| ALLIANZ SE | 193.05K | Jun 30, 26 | +35.81K | 9.60% |
| HOWARD BAILEY SECURITIES, LLC | 192.68K | Jun 30, 26 | +192.68K | 9.58% |
| Outlook Wealth Advisors, LLC | 190.17K | Jun 30, 26 | +190.17K | 9.45% |
| Integrated Wealth Management | 181.88K | Jun 30, 26 | +181.88K | 9.04% |
| AMERICAN ASSET MANAGEMENT INC. | 146.37K | Jun 30, 26 | -1.58K | 7.28% |
| ENVESTNET ASSET MANAGEMENT INC | 121.38K | Jun 30, 26 | +94.06K | 6.03% |
| Kestra Advisory Services, LLC | 115.53K | Jun 30, 26 | -6.57K | 5.74% |
| Aegis Wealth Management, Inc. | 114.63K | Jun 30, 26 | +114.63K | 5.70% |
| Networth Advisors, LLC | 114.37K | Jun 30, 26 | +114.37K | 5.69% |
| Great Lakes Retirement, Inc. | 112.55K | Jun 30, 26 | +112.55K | 5.60% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 106.00K | Jun 30, 26 | +106.00K | 5.27% |
| Modern Wealth Management, LLC | 104.16K | Jun 30, 26 | +104.16K | 5.18% |
| Elevated Capital Advisors, LLC | 103.77K | Jun 30, 26 | +103.77K | 5.16% |
| FSA Advisors, Inc. | 81.19K | Jun 30, 26 | +81.19K | 4.04% |
| OPPENHEIMER & CO INC | 80.32K | Jun 30, 26 | +80.32K | 3.99% |
| Centennial Advisors, LLC | 76.09K | Jun 30, 26 | +76.09K | 3.78% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72.52K | Jun 30, 26 | +35.98K | 3.60% |
| LifeWealth Investments, LLC | 68.77K | Jun 30, 26 | +68.77K | 3.42% |
| RAYMOND JAMES FINANCIAL INC | 59.94K | Jun 30, 26 | +14.27K | 2.98% |
| Spire Wealth Management | 56.96K | Jun 30, 26 | +34.98K | 2.83% |
| Cetera Investment Advisers | 53.92K | Jun 30, 26 | +13.81K | 2.68% |
| Cambridge Investment Research Advisors, Inc. | 53.54K | Jun 30, 26 | +38.41K | 2.66% |
| SMART Wealth LLC | 53.42K | Jun 30, 26 | +53.42K | 2.66% |
| GTS FINANCIAL, LLC | 52.34K | Jun 30, 26 | +4.51K | 2.60% |
| Pensionmark Financial Group, LLC | 49.82K | Jun 30, 26 | -4.63K | 2.48% |
| Kingdom Financial Group LLC. | 38.78K | Jun 30, 26 | +38.78K | 1.93% |
| BCGM Wealth Management, LLC | 38.02K | Jun 30, 26 | -- | 1.89% |
| Blackston Financial Advisory Group, LLC | 36.73K | Jun 30, 26 | +36.73K | 1.83% |
| Csenge Advisory Group | 33.63K | Jun 30, 26 | +33.63K | 1.67% |
| HARBOUR INVESTMENTS, INC. | 25.68K | Jun 30, 26 | +18.21K | 1.28% |
| Castle Rock Wealth Management, LLC | 24.17K | Jun 30, 26 | +9.24K | 1.20% |
| JIM SAULNIER & ASSOCIATES, LLC | 23.82K | Jun 30, 26 | +7.93K | 1.18% |
| Montgomery Financial Services LLC | 23.37K | Jun 30, 26 | +23.37K | 1.16% |
| MML INVESTORS SERVICES, LLC | 23.12K | Jun 30, 26 | +9.50K | 1.15% |
| Mosley Wealth Management | 20.41K | Jun 30, 26 | +20.41K | 1.01% |
| Cypress Wealth Services, LLC | 18.31K | Jun 30, 26 | -- | 0.91% |
| PFG Advisors | 12.81K | Jun 30, 26 | +5.90K | 0.64% |
| Farther Finance Advisors, LLC | 12.26K | Jun 30, 26 | +2.14K | 0.61% |
| McAdam, LLC | 12.08K | Jun 30, 26 | +12.08K | 0.60% |
| Quest 10 Wealth Builders, Inc. | 11.65K | Jun 30, 26 | +11.65K | 0.58% |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.46K | Jun 30, 26 | +2.91K | 0.57% |
| IFG Advisory, LLC | 10.97K | Jun 30, 26 | +10.97K | 0.55% |
| NWF Advisory Services Inc. | 10.75K | Jun 30, 26 | -350 | 0.53% |
| Moors & Cabot, Inc. | 10.75K | Jun 30, 26 | +400 | 0.53% |
| JPMORGAN CHASE & CO | 10.43K | Jun 30, 26 | +10.43K | 0.52% |
| Joseph P. Lucia & Associates, LLC | 9.73K | Jun 30, 26 | +3.77K | 0.48% |
| Family Wealth Group, LLC | 9.61K | Jun 30, 26 | +9.61K | 0.48% |
| HRT FINANCIAL LP | 8.01K | Jun 30, 26 | +8.01K | 0.40% |
| Carmel Capital Partners, LLC | 8.00K | Jun 30, 26 | +8.00K | 0.40% |
| Westshore Wealth, LLC | 7.64K | Jun 30, 26 | +7.64K | 0.38% |
| Creative Planning | 7.13K | Jun 30, 26 | -- | 0.35% |
| Global Retirement Partners, LLC | 7.04K | Jun 30, 26 | +7.04K | 0.35% |
| Foundations Investment Advisors, LLC | 6.92K | Jun 30, 26 | +6.92K | 0.34% |
| Patriot Financial Group Insurance Agency, LLC | 6.68K | Jun 30, 26 | +6.68K | 0.33% |
| Aspire Capital Advisors LLC | 6.07K | Jun 30, 26 | +6.07K | 0.30% |
| BridgePort Financial Solutions, LLC | 5.99K | Jun 30, 26 | -- | 0.30% |
| Decker Retirement Planning Inc. | 3.53K | Jun 30, 26 | +3.53K | 0.18% |
| Key Capital Management, INC | 2.75K | Jun 30, 26 | +2.75K | 0.14% |
| Financial Network Wealth Advisors LLC | 2.72K | Jun 30, 26 | -- | 0.14% |
| Innovative Asset Advisors Group, LLC | 2.00K | Jun 30, 26 | +2.00K | 0.10% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.38K | Jun 30, 26 | +939 | 0.07% |
| ST GERMAIN D J CO INC | 1.02K | Jun 30, 26 | -- | 0.05% |
| EVOLUTION WEALTH MANAGEMENT INC. | 924 | Jun 30, 26 | +924 | 0.05% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 858 | Jun 30, 26 | -- | 0.04% |
| COMPASS FINANCIAL MANAGEMENT LLC | 65 | Jun 30, 26 | +65 | 0.00% |
| CENTAURUS FINANCIAL, INC. | -- | Jun 30, 26 | -8.00K | -- |
| BARCLAYS PLC | -- | Jun 30, 26 | -27 | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -44.15K | -- |
| UBS Group AG | -- | Jun 30, 26 | -441 | -- |
| ALLIANZ INVESTMENT MANAGEMENT LLC | 109.97K | Dec 31, 25 | +109.97K | 5.47% |
| Allianz Investment Management U.S. LLC | 5.00K | Sep 30, 25 | -- | 0.25% |
| Atria Wealth Solutions, Inc. | 74.35K | Jun 30, 25 | +687 | 3.70% |
| AVANTAX ADVISORY SERVICES, INC. | 14.22K | Jun 30, 25 | +14.22K | 0.71% |
| Maxwell Wealth Strategies Inc. | 7.13K | Dec 31, 24 | -- | 0.35% |
| Raymond James Financial Services Advisors, Inc. | 7.23K | Sep 30, 24 | -- | 0.36% |
| Cetera Advisor Networks LLC | 17.04K | Mar 31, 24 | -2.85K | 0.85% |
| Cetera Advisors LLC | -- | Mar 31, 24 | -10.74K | -- |