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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 |
|---|---|---|---|---|
| BHK Investment Advisors, LLC | 386.99K | Jun 30, 26 | +9.46K | 1.88% |
| Global Wealth Strategies & Associates | 299.75K | Jun 30, 26 | +12.93K | 1.46% |
| Curbstone Financial Management Corp | 287.73K | Jun 30, 26 | -1.40K | 1.40% |
| BARINGS LLC | 219.66K | Jun 30, 26 | -- | 1.07% |
| Cetera Investment Advisers | 211.97K | Jun 30, 26 | +31.58K | 1.03% |
| Secure Asset Management, LLC | 208.97K | Jun 30, 26 | +8.12K | 1.02% |
| MORGAN STANLEY | 176.85K | Jun 30, 26 | -687 | 0.86% |
| Sky Investment Group LLC | 175.14K | Jun 30, 26 | +4.85K | 0.85% |
| Smith Asset Management Co., LLC | 169.55K | Jun 30, 26 | -3.37K | 0.82% |
| Cambridge Investment Research Advisors, Inc. | 128.06K | Jun 30, 26 | +10.54K | 0.62% |
| Beacon Pointe Advisors, LLC | 94.00K | Jun 30, 26 | +28.35K | 0.46% |
| TSP Capital Management Group, LLC | 86.73K | Jun 30, 26 | +4.45K | 0.42% |
| MML INVESTORS SERVICES, LLC | 86.55K | Jun 30, 26 | +16.66K | 0.42% |
| CALDWELL SUTTER CAPITAL, INC. | 83.98K | Jun 30, 26 | -- | 0.41% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 68.10K | Jun 30, 26 | -- | 0.33% |
| LPL Financial LLC | 63.32K | Jun 30, 26 | -42.65K | 0.31% |
| Kestra Advisory Services, LLC | 62.46K | Jun 30, 26 | +1.98K | 0.30% |
| Equitable Holdings, Inc. | 61.50K | Jun 30, 26 | +13.49K | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 58.91K | Jun 30, 26 | -2.04K | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 55.52K | Jun 30, 26 | +4 | 0.27% |
| Future Financial Wealth Managment LLC | 44.37K | Jun 30, 26 | -2.65K | 0.22% |
| BENJAMIN EDWARDS INC | 42.01K | Jun 30, 26 | +8.82K | 0.20% |
| BANK OF AMERICA CORP /DE/ | 41.68K | Jun 30, 26 | -1.62K | 0.20% |
| Pensionmark Financial Group, LLC | 41.48K | Jun 30, 26 | -- | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 38.58K | Jun 30, 26 | -1.53K | 0.19% |
| Vanguard National Trust Co | 30.10K | Jun 30, 26 | -- | 0.15% |
| Cerity Partners LLC | 26.50K | Jun 30, 26 | +597 | 0.13% |
| Jacobs Equity LLC | 25.78K | Jun 30, 26 | +4.75K | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 23.54K | Jun 30, 26 | -1.23K | 0.11% |
| US BANCORP \DE\ | 18.29K | Jun 30, 26 | -- | 0.09% |
| ST GERMAIN D J CO INC | 18.12K | Jun 30, 26 | +5 | 0.09% |
| Rockefeller Capital Management L.P. | 18.02K | Jun 30, 26 | +297 | 0.09% |
| Farther Finance Advisors, LLC | 17.70K | Jun 30, 26 | -705 | 0.09% |
| Colony Group, LLC | 17.57K | Jun 30, 26 | -404 | 0.09% |
| UBS Group AG | 16.91K | Jun 30, 26 | -8.33K | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | 16.60K | Jun 30, 26 | +990 | 0.08% |
| COMMERCE BANK | 15.26K | Jun 30, 26 | -- | 0.07% |
| HUNTINGTON NATIONAL BANK | 13.50K | Jun 30, 26 | -- | 0.07% |
| Stonebridge Capital Advisors LLC | 13.40K | Jun 30, 26 | +100 | 0.07% |
| Perigon Wealth Management, LLC | 12.34K | Jun 30, 26 | +12.34K | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.21K | Jun 30, 26 | +12.21K | 0.06% |
| JANE STREET GROUP, LLC | 11.72K | Jun 30, 26 | -21.82K | 0.06% |
| MILLENNIUM MANAGEMENT LLC | 11.29K | Jun 30, 26 | -734 | 0.05% |
| Mayfair Advisory Group, LLC | 10.98K | Jun 30, 26 | -- | 0.05% |
| MONTAG A & ASSOCIATES INC | 8.22K | Jun 30, 26 | -- | 0.04% |
| FIFTH THIRD BANCORP | 6.97K | Jun 30, 26 | -- | 0.03% |
| WELLS FARGO & COMPANY/MN | 5.84K | Jun 30, 26 | +1.64K | 0.03% |
| Buck Wealth Strategies, LLC | 5.12K | Jun 30, 26 | +5.12K | 0.02% |
| ROYAL BANK OF CANADA | 4.76K | Jun 30, 26 | +285 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 4.62K | Jun 30, 26 | +4.62K | 0.02% |
| Whipplewood Advisors, LLC | 3.69K | Jun 30, 26 | +1.06K | 0.02% |
| BOK Financial Private Wealth, Inc. | 2.83K | Jun 30, 26 | -- | 0.01% |
| Thomas J. Herzfeld Advisors, Inc. | 2.08K | Jun 30, 26 | +2.08K | 0.01% |
| PITTENGER & ANDERSON INC | 2.00K | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 1.20K | Jun 30, 26 | -- | 0.01% |
| GHP Investment Advisors, Inc. | 1.19K | Jun 30, 26 | +26 | 0.01% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.07K | Jun 30, 26 | +1.07K | 0.01% |
| Global Retirement Partners, LLC | 1.04K | Jun 30, 26 | +1.04K | 0.01% |
| TRUST CO OF VERMONT | 888 | Jun 30, 26 | +888 | 0.00% |
| Glen Eagle Advisors, LLC | 800 | Jun 30, 26 | -- | 0.00% |
| Ulland Investment Advisors, LLC | 735 | Jun 30, 26 | -- | 0.00% |
| Fortis Group Advisors, LLC | 425 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 400 | Jun 30, 26 | +400 | 0.00% |
| Trust Co | 230 | Jun 30, 26 | +230 | 0.00% |
| NewEdge Advisors, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Keating Financial Advisory Services, Inc. | 167 | Jun 30, 26 | -406 | 0.00% |
| ASSETMARK, INC | 114 | Jun 30, 26 | +114 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 62 | Jun 30, 26 | +62 | 0.00% |
| Kovack Advisors, Inc. | -- | Jun 30, 26 | -11.12K | -- |
| HANTZ FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -689 | -- |
| Rosenberg Matthew Hamilton | -- | Jun 30, 26 | -320 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.39K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -17.80K | -- |
| VANGUARD GROUP INC | 30.10K | Dec 31, 25 | -- | 0.15% |
| MGB Wealth Management, LLC | 24.29K | Dec 31, 25 | +1.10K | 0.12% |
| COMERICA BANK | 6.97K | Dec 31, 25 | -- | 0.03% |
| ORG Partners LLC | 800 | Dec 31, 25 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 778 | Dec 31, 25 | +15 | 0.00% |
| Atria Wealth Solutions, Inc. | 61.42K | Jun 30, 25 | +895 | 0.30% |
| Graypoint LLC | 24.45K | Jun 30, 25 | +475 | 0.12% |
| RAYMOND JAMES & ASSOCIATES | 20.85K | Sep 30, 24 | -2.07K | 0.10% |
| Raymond James Financial Services Advisors, Inc. | -- | Sep 30, 24 | -28.28K | -- |
| Greenwich Investment Management, Inc. | 77.85K | Jun 30, 24 | -1.46K | 0.38% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 30.24K | Jun 30, 24 | -1 | 0.15% |
| Cetera Advisor Networks LLC | 17.00K | Mar 31, 24 | -1.83K | 0.08% |
| COLONY GROUP LLC | 40.28K | Sep 30, 23 | -1.39K | 0.20% |
| MUFG Americas Holdings Corp | 34.87K | Sep 30, 22 | -- | 0.17% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 33.01K | Sep 30, 21 | -22.00K | 0.16% |
| Hammer Asset Management, LLC | 67.51K | Dec 31, 20 | -16.00K | 0.33% |
| Reby Advisors, LLC | 249 | Dec 31, 20 | +249 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 53.32K | Dec 31, 19 | +13.79K | 0.26% |
| Advisor Group, Inc. | 35.37K | Dec 31, 19 | +392 | 0.17% |
| HARVEST CAPITAL MANAGEMENT INC | 136.12K | Jun 30, 19 | -9.33K | 0.66% |
| Commonwealth Equity Services, Inc | 36.22K | Jun 30, 17 | +639 | 0.18% |
| MSI Financial Services Inc | 3.27K | Dec 31, 16 | -547 | 0.02% |
