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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 |
|---|---|---|---|---|
| BARINGS LLC | 289.15K | Jun 30, 26 | +3.28K | 2.68% |
| BENJAMIN EDWARDS INC | 286.60K | Jun 30, 26 | +1.90K | 2.66% |
| MORGAN STANLEY | 282.70K | Jun 30, 26 | -4.95K | 2.62% |
| TSP Capital Management Group, LLC | 276.67K | Jun 30, 26 | +112 | 2.57% |
| ADVISOR GROUP HOLDINGS, INC. | 217.89K | Jun 30, 26 | +20.07K | 2.02% |
| LPL Financial LLC | 216.42K | Jun 30, 26 | +16.50K | 2.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 143.91K | Jun 30, 26 | +7.11K | 1.34% |
| Cetera Investment Advisers | 112.61K | Jun 30, 26 | +6.73K | 1.05% |
| Smith Asset Management Co., LLC | 68.01K | Jun 30, 26 | -603 | 0.63% |
| BANK OF AMERICA CORP /DE/ | 49.79K | Jun 30, 26 | -- | 0.46% |
| Schwallier Wealth Management LLC | 47.60K | Jun 30, 26 | +734 | 0.44% |
| Curbstone Financial Management Corp | 47.14K | Jun 30, 26 | -- | 0.44% |
| CALDWELL SUTTER CAPITAL, INC. | 43.76K | Jun 30, 26 | -- | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 38.70K | Jun 30, 26 | -1.20K | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 31.09K | Jun 30, 26 | +367 | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 29.51K | Jun 30, 26 | -1.49K | 0.27% |
| NewEdge Advisors, LLC | 29.49K | Jun 30, 26 | -1.82K | 0.27% |
| Vanguard National Trust Co | 29.20K | Jun 30, 26 | -- | 0.27% |
| UBS Group AG | 21.31K | Jun 30, 26 | -331 | 0.20% |
| OPPENHEIMER & CO INC | 19.90K | Jun 30, 26 | -500 | 0.18% |
| PFG Investments, LLC | 18.22K | Jun 30, 26 | +388 | 0.17% |
| Sanctuary Advisors, LLC | 16.97K | Jun 30, 26 | -- | 0.16% |
| MONTAG A & ASSOCIATES INC | 8.50K | Jun 30, 26 | -- | 0.08% |
| WELLS FARGO & COMPANY/MN | 6.90K | Jun 30, 26 | +2.19K | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.69K | Jun 30, 26 | +3.69K | 0.03% |
| Keating Financial Advisory Services, Inc. | 3.09K | Jun 30, 26 | +67 | 0.03% |
| ROYAL BANK OF CANADA | 3.00K | Jun 30, 26 | -- | 0.03% |
| ST GERMAIN D J CO INC | 1.46K | Jun 30, 26 | +30 | 0.01% |
| Whipplewood Advisors, LLC | 1.35K | Jun 30, 26 | +39 | 0.01% |
| TRUST CO OF VERMONT | 1.20K | Jun 30, 26 | +1.20K | 0.01% |
| PFS Partners, LLC | 1.14K | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 850 | Jun 30, 26 | -- | 0.01% |
| Ulland Investment Advisors, LLC | 700 | Jun 30, 26 | -- | 0.01% |
| Atlantic Union Bankshares Corp | 590 | Jun 30, 26 | -- | 0.01% |
| Salomon & Ludwin, LLC | 365 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| FIFTH THIRD BANCORP | 100 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -3.52K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -10.34K | -- |
| VANGUARD GROUP INC | 29.20K | Dec 31, 25 | -- | 0.27% |
| COMERICA BANK | 100 | Dec 31, 25 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 28.00K | Sep 30, 24 | +113 | 0.26% |
| Raymond James Financial Services Advisors, Inc. | 11.01K | Sep 30, 24 | +11.01K | 0.10% |
| Planning Capital Management Corp | 125 | Sep 30, 24 | -- | 0.00% |
| Greenwich Investment Management, Inc. | 341.58K | Jun 30, 24 | -17.55K | 3.17% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 258.20K | Jun 30, 24 | +5.16K | 2.40% |
| Cetera Advisor Networks LLC | 86.63K | Mar 31, 24 | +4.25K | 0.80% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1.35K | Sep 30, 22 | +1.35K | 0.01% |
| Hammer Asset Management, LLC | 50.54K | Dec 31, 20 | -1.25K | 0.47% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | -- | Sep 30, 20 | -20.38K | -- |
| Advisor Group, Inc. | 30.54K | Dec 31, 19 | +2.97K | 0.28% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.98K | Dec 31, 19 | -- | 0.03% |
| NEXT Financial Holdings | 250 | Mar 31, 19 | +250 | 0.00% |
| Commonwealth Equity Services, Inc | 36.34K | Jun 30, 17 | +5.28K | 0.34% |
| MSI Financial Services Inc | 28.95K | Dec 31, 16 | +9.25K | 0.27% |