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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 |
|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 957.75K | Jun 30, 26 | +190.43K | 13.90% |
| MORGAN STANLEY | 689.81K | Jun 30, 26 | -36.28K | 10.01% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 571.65K | Jun 30, 26 | +17.35K | 8.30% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 315.32K | Jun 30, 26 | +31.40K | 4.58% |
| ENVESTNET ASSET MANAGEMENT INC | 187.25K | Jun 30, 26 | -3.78K | 2.72% |
| ASPIRIANT, LLC | 181.89K | Jun 30, 26 | +11.67K | 2.64% |
| One Capital Management, LLC | 180.67K | Jun 30, 26 | +180.67K | 2.62% |
| Equitable Holdings, Inc. | 158.23K | Jun 30, 26 | +12.15K | 2.30% |
| Savant Capital, LLC | 147.78K | Jun 30, 26 | +73.25K | 2.14% |
| IHT Wealth Management, LLC | 144.59K | Jun 30, 26 | +3.10K | 2.10% |
| AMERIPRISE FINANCIAL INC | 143.94K | Jun 30, 26 | -600 | 2.09% |
| B. Riley Wealth Advisors, Inc. | 118.49K | Jun 30, 26 | +645 | 1.72% |
| ROYAL BANK OF CANADA | 99.58K | Jun 30, 26 | -3.62K | 1.45% |
| Atria Investments, Inc | 80.93K | Jun 30, 26 | +24.49K | 1.17% |
| KINGSWOOD WEALTH ADVISORS, LLC | 80.08K | Jun 30, 26 | +2.94K | 1.16% |
| First Heartland Consultants, Inc. | 80.00K | Jun 30, 26 | +24.60K | 1.16% |
| LPL Financial LLC | 77.61K | Jun 30, 26 | +1.49K | 1.13% |
| CAPTRUST FINANCIAL ADVISORS | 72.29K | Jun 30, 26 | -3.64K | 1.05% |
| Cetera Investment Advisers | 69.43K | Jun 30, 26 | +17.02K | 1.01% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 58.22K | Jun 30, 26 | -1.92K | 0.84% |
| CITADEL ADVISORS LLC | 57.95K | Jun 30, 26 | +4.13K | 0.84% |
| COMMONWEALTH EQUITY SERVICES, LLC | 44.94K | Jun 30, 26 | -3.23K | 0.65% |
| Farther Finance Advisors, LLC | 40.96K | Jun 30, 26 | +780 | 0.59% |
| BANK OF AMERICA CORP /DE/ | 38.33K | Jun 30, 26 | -25.62K | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 37.95K | Jun 30, 26 | -1.43K | 0.55% |
| BALYASNY ASSET MANAGEMENT L.P. | 36.59K | Jun 30, 26 | +3.84K | 0.53% |
| Collaborative Fund Advisors, LLC | 30.82K | Jun 30, 26 | -30.14K | 0.45% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 26.26K | Jun 30, 26 | -1.78K | 0.38% |
| Rockefeller Capital Management L.P. | 24.43K | Jun 30, 26 | -848 | 0.35% |
| Brinker Capital Investments, LLC | 21.72K | Jun 30, 26 | +1.24K | 0.32% |
| Resources Investment Advisors, LLC. | 17.92K | Jun 30, 26 | -3.74K | 0.26% |
| WELLS FARGO & COMPANY/MN | 17.51K | Jun 30, 26 | +218 | 0.25% |
| Focus Financial Network, Inc. | 17.34K | Jun 30, 26 | -807 | 0.25% |
| Hyundai Investments Co., Ltd. | 17.27K | Jun 30, 26 | +7.24K | 0.25% |
| Stonehearth Capital Management, LLC | 16.41K | Jun 30, 26 | -997 | 0.24% |
| Advisor Resource Council | 16.36K | Jun 30, 26 | +1.35K | 0.24% |
| OLD NATIONAL BANCORP /IN/ | 15.92K | Jun 30, 26 | -1.30K | 0.23% |
| Cambridge Investment Research Advisors, Inc. | 15.87K | Jun 30, 26 | -4.42K | 0.23% |
| Integrated Advisors Network LLC | 13.63K | Jun 30, 26 | +366 | 0.20% |
| Good Steward Wealth Advisors,LLC | 13.58K | Jun 30, 26 | +193 | 0.20% |
| Duncan Williams Asset Management, LLC | 13.01K | Jun 30, 26 | -2.03K | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 11.78K | Jun 30, 26 | +1.87K | 0.17% |
| OPPENHEIMER & CO INC | 11.41K | Jun 30, 26 | -145 | 0.17% |
| RHS Financial, LLC | 11.38K | Jun 30, 26 | +4.50K | 0.17% |
| CIBC Bancorp USA Inc. | 10.51K | Jun 30, 26 | +10.51K | 0.15% |
| City Center Advisors, LLC | 9.98K | Jun 30, 26 | +843 | 0.14% |
| Summit Financial, LLC | 9.97K | Jun 30, 26 | -281 | 0.14% |
| MAI Capital Management | 9.33K | Jun 30, 26 | -739 | 0.14% |
| NewEdge Advisors, LLC | 8.45K | Jun 30, 26 | +2.35K | 0.12% |
| Legacy Financial Strategies, LLC | 8.09K | Jun 30, 26 | -520 | 0.12% |
| Wealthcare Advisory Partners LLC | 7.85K | Jun 30, 26 | -- | 0.11% |
| Comprehensive Money Management Services LLC | 6.88K | Jun 30, 26 | -650 | 0.10% |
| Perigon Wealth Management, LLC | 6.83K | Jun 30, 26 | +578 | 0.10% |
| Parallel Advisors, LLC | 6.72K | Jun 30, 26 | -- | 0.10% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6.70K | Jun 30, 26 | -- | 0.10% |
| Diversify Advisory Services, LLC | 6.70K | Jun 30, 26 | +6.70K | 0.10% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 6.46K | Jun 30, 26 | +6.46K | 0.09% |
| Global Retirement Partners, LLC | 6.40K | Jun 30, 26 | +6.40K | 0.09% |
| Belpointe Asset Management LLC | 5.54K | Jun 30, 26 | +5.54K | 0.08% |
| MRP Capital Investments, LLC | 5.00K | Jun 30, 26 | -100 | 0.07% |
| CENTAURUS FINANCIAL, INC. | 3.68K | Jun 30, 26 | -43 | 0.05% |
| FIFTH THIRD BANCORP | 2.34K | Jun 30, 26 | +400 | 0.03% |
| IFP Advisors, Inc | 1.57K | Jun 30, 26 | -- | 0.02% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.43K | Jun 30, 26 | +124 | 0.02% |
| ESL Trust Services, LLC | 693 | Jun 30, 26 | -260 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 622 | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 555 | Jun 30, 26 | +555 | 0.01% |
| NBH Bank | 500 | Jun 30, 26 | +500 | 0.01% |
| HHM Wealth Advisors, LLC | 447 | Jun 30, 26 | -- | 0.01% |
| Smallwood Wealth Investment Management, LLC | 256 | Jun 30, 26 | -- | 0.00% |
| Oakmont Advisory Group, LLC | 177 | Jun 30, 26 | +177 | 0.00% |
| SRS Capital Advisors, Inc. | 156 | Jun 30, 26 | +156 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 155 | Jun 30, 26 | +155 | 0.00% |
| FMR LLC | 133 | Jun 30, 26 | -380 | 0.00% |
| Allworth Financial LP | 131 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 109 | Jun 30, 26 | +109 | 0.00% |
| Integrated Wealth Concepts LLC | 78 | Jun 30, 26 | +78 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 77 | Jun 30, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 53 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 10 | Jun 30, 26 | -2 | 0.00% |
| CoreCap Advisors, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 4 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 4 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -534 | -- |
| Capital Asset Managemnet, LLC | -- | Jun 30, 26 | -6.21K | -- |
| McAdam, LLC | -- | Jun 30, 26 | -10.45K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -33 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -36.29K | -- |
| UBS Group AG | -- | Jun 30, 26 | -47 | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -673 | -- |
| PROTECTIVE LIFE CORP | -- | Jun 30, 26 | -182 | -- |
| CWM, LLC | 1.00K | Mar 31, 26 | -- | 0.01% |
| Bank of Jackson Hole Trust | 500 | Mar 31, 26 | -- | 0.01% |
| COMERICA BANK | 1.85K | Dec 31, 25 | +141 | 0.03% |
| CIBC Private Wealth Group, LLC | 610 | Dec 31, 25 | +610 | 0.01% |
| ACAS, LLC | 42.71K | Jun 30, 25 | -551 | 0.62% |
| Congress Wealth Management LLC / DE / | 20.89K | Jun 30, 25 | +20.89K | 0.30% |
| Orion Portfolio Solutions, LLC | 19.97K | Mar 31, 25 | -1.07K | 0.29% |
| Sugarloaf Wealth Management, LLC | 26 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 29.83K | Sep 30, 24 | -10.42K | 0.43% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -25 | -- |
| EUDAIMONIA ADVISORS LLC | 29.44K | Mar 31, 24 | +2.31K | 0.43% |
| Eudaimonia Partners, LLC | 18.00K | Mar 31, 24 | +587 | 0.26% |
| Retirement Group, LLC | -- | Mar 31, 24 | -1.00K | -- |
| FOCUS FINANCIAL NETWORK INC /ADV | 18.32K | Dec 31, 23 | +18.32K | 0.27% |
| COLONY GROUP LLC | 24.20K | Sep 30, 23 | +3.33K | 0.35% |
| Quantitative Advantage, LLC | 146.69K | Mar 31, 23 | +1.02K | 2.13% |
| Laurel Wealth Advisors, Inc. | 44.87K | Dec 31, 22 | -- | 0.65% |
| Cribstone Capital Management, LLC | -- | Dec 31, 22 | -135 | -- |
| American Portfolios Advisors | 404 | Sep 30, 22 | -- | 0.01% |
| ACG Wealth | -- | Sep 30, 22 | -2.25K | -- |
| B. Riley Wealth Management, Inc. | 282.69K | Jun 30, 22 | +21.47K | 4.10% |
| HC FINANCIAL ADVISORS INC | 533 | Jun 30, 22 | -- | 0.01% |
| Nauset Wealth Management. LLC | 408 | Mar 31, 22 | +408 | 0.01% |
| IndexIQ Advisors LLC | -- | Mar 31, 22 | -795 | -- |
| Carroll Financial Associates, Inc. | 155.57K | Dec 31, 21 | +6.61K | 2.26% |
| FIRST MIDWEST BANK TRUST DIVISION | 18.27K | Dec 31, 21 | +79 | 0.27% |
| NEXT Financial Group, Inc | 287 | Dec 31, 21 | -- | 0.00% |
| DeGreen Capital Management LLC | 541.14K | Sep 30, 21 | +28.97K | 7.85% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 14.20K | Dec 31, 20 | +251 | 0.21% |
| Capstone Financial Group, Inc. | 31.85K | Sep 30, 20 | +212 | 0.46% |
| First Allied Advisory Services, Inc. | 29.84K | Sep 30, 20 | -742 | 0.43% |
| ETRADE Capital Management LLC | 15.12K | Sep 30, 20 | -77 | 0.22% |
| Global Financial Private Capital, Inc | 109 | Jun 30, 20 | -- | 0.00% |
| Squar Milner Financial Services LLC | -- | Mar 31, 20 | -23 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 82.89K | Dec 31, 19 | -16.28K | 1.20% |
| Advisor Group, Inc. | 5.67K | Dec 31, 19 | -131 | 0.08% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10.38K | Sep 30, 19 | -1.06K | 0.15% |
| WealthTrust Fairport, LLC | 281.94K | Mar 31, 19 | +38.73K | 4.09% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 26.11K | Mar 31, 19 | -1.52K | 0.38% |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 2.68K | Mar 31, 19 | -- | 0.04% |
| Sterling Global Strategies LLC | -- | Mar 31, 19 | -426 | -- |
| Mosaic Financial Partners, Inc. | 284.50K | Jun 30, 18 | +108.88K | 4.13% |
| Commonwealth Equity Services, Inc | 45.04K | Jun 30, 17 | +2.51K | 0.65% |
| CETERA INVESTMENT MANAGEMENT LLC | 15.84K | Jun 30, 17 | -4.94K | 0.23% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -8.92K | -- |
| MSI Financial Services Inc | 8.26K | Dec 31, 16 | -1.33K | 0.12% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -345 | -- |
| Carnick & Kubik, LLC | 80 | Mar 31, 16 | +80 | 0.00% |
| Constellation Wealth Advisors, LLC | -- | Sep 30, 15 | -9.79K | -- |
| MANAGED ACCOUNT ADVISORS LLC | 1.84K | Jun 30, 15 | +1.84K | 0.03% |
| First Allied Asset Management, Inc. | 77.98K | Mar 31, 15 | +10.82K | 1.13% |
| Placemark Investments, Inc. | 15.31K | Dec 31, 14 | +15.31K | 0.22% |
| Jane Street Holding, LLC | 10.83K | Dec 31, 13 | -23.36K | 0.16% |
| KNIGHT CAPITAL GROUP LLC | 9.65K | Jun 30, 13 | -17.28K | 0.14% |
