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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 |
|---|---|---|---|---|
| MORGAN STANLEY | 3.32M | Jun 30, 26 | +74.36K | 6.21% |
| Advisors Asset Management, Inc. | 1.24M | Jun 30, 26 | +164.85K | 2.32% |
| GUGGENHEIM CAPITAL LLC | 1.12M | Jun 30, 26 | +41.45K | 2.09% |
| WELLS FARGO & COMPANY/MN | 529.47K | Jun 30, 26 | -37.43K | 0.99% |
| Hennion & Walsh Asset Management, Inc. | 427.63K | Jun 30, 26 | +77.42K | 0.80% |
| LPL Financial LLC | 305.53K | Jun 30, 26 | +19.20K | 0.57% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 296.33K | Jun 30, 26 | +6.33K | 0.55% |
| UBS Group AG | 232.75K | Jun 30, 26 | -7.47K | 0.44% |
| DKM Wealth Management, Inc. | 212.59K | Jun 30, 26 | -- | 0.40% |
| MAI Capital Management | 132.00K | Jun 30, 26 | +102.00K | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 111.84K | Jun 30, 26 | +9.60K | 0.21% |
| BANK OF AMERICA CORP /DE/ | 107.61K | Jun 30, 26 | +51.10K | 0.20% |
| AMERIPRISE FINANCIAL INC | 102.28K | Jun 30, 26 | -2.97K | 0.19% |
| Integrated Wealth Concepts LLC | 96.65K | Jun 30, 26 | +41.61K | 0.18% |
| WEDBUSH SECURITIES INC | 79.58K | Jun 30, 26 | +2.65K | 0.15% |
| JANE STREET GROUP, LLC | 74.71K | Jun 30, 26 | +42.25K | 0.14% |
| Private Advisor Group, LLC | 73.59K | Jun 30, 26 | +73.59K | 0.14% |
| Allianz Asset Management GmbH | 70.10K | Jun 30, 26 | -- | 0.13% |
| J.W. COLE ADVISORS, INC. | 66.00K | Jun 30, 26 | +66.00K | 0.12% |
| D.A. DAVIDSON & CO. | 64.84K | Jun 30, 26 | +4.05K | 0.12% |
| Rareview Capital LLC | 58.89K | Jun 30, 26 | +62 | 0.11% |
| DWR WEALTH MANAGEMENT, LLC | 54.14K | Jun 30, 26 | +42 | 0.10% |
| Bridgewealth Advisory Group, LLC | 53.26K | Jun 30, 26 | +202 | 0.10% |
| XTX Topco Ltd | 49.70K | Jun 30, 26 | +49.70K | 0.09% |
| ROYAL BANK OF CANADA | 49.69K | Jun 30, 26 | +1.65K | 0.09% |
| MATHER GROUP, LLC. | 47.46K | Jun 30, 26 | -6.70K | 0.09% |
| Apriem Advisors | 45.44K | Jun 30, 26 | +2.00K | 0.09% |
| Blue Zone Wealth Advisors, LLC | 43.70K | Jun 30, 26 | -2.28K | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 40.62K | Jun 30, 26 | -- | 0.08% |
| Mariner, LLC | 35.14K | Jun 30, 26 | -120.83K | 0.07% |
| Diligent Investors, LLC | 35.08K | Jun 30, 26 | -1.01K | 0.07% |
| STIFEL FINANCIAL CORP | 34.73K | Jun 30, 26 | +5.50K | 0.06% |
| Western Wealth Management, LLC | 32.53K | Jun 30, 26 | -5.55K | 0.06% |
| Stonebridge Financial Group, LLC/CA | 30.65K | Jun 30, 26 | +30.65K | 0.06% |
| LAZARI CAPITAL MANAGEMENT, INC. | 28.76K | Jun 30, 26 | -- | 0.05% |
| Van Hulzen Asset Management, LLC | 28.37K | Jun 30, 26 | -- | 0.05% |
| Pacific Wealth Strategies Group, Inc. | 28.00K | Jun 30, 26 | -- | 0.05% |
| CITADEL ADVISORS LLC | 26.91K | Jun 30, 26 | +26.91K | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.28K | Jun 30, 26 | +266 | 0.05% |
| Castle Rock Wealth Management, LLC | 24.19K | Jun 30, 26 | -- | 0.05% |
| EHRLICH FINANCIAL GROUP | 23.90K | Jun 30, 26 | +886 | 0.04% |
| FIFTH THIRD BANCORP | 23.86K | Jun 30, 26 | +72 | 0.04% |
| Cetera Investment Advisers | 23.48K | Jun 30, 26 | -134 | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23.00K | Jun 30, 26 | +1.35K | 0.04% |
| READYSTATE ASSET MANAGEMENT LP | 22.96K | Jun 30, 26 | +22.96K | 0.04% |
| Creative Planning | 22.95K | Jun 30, 26 | +1.23K | 0.04% |
| Modern Wealth Management, LLC | 21.18K | Jun 30, 26 | -- | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 20.79K | Jun 30, 26 | -- | 0.04% |
| Peak Retirement Planning, Inc. | 20.72K | Jun 30, 26 | +20.72K | 0.04% |
| Tortuga Wealth Management, Inc | 20.60K | Jun 30, 26 | +6.00K | 0.04% |
| Strait & Sound Wealth Management LLC | 19.72K | Jun 30, 26 | -- | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 18.78K | Jun 30, 26 | +2.69K | 0.04% |
| Core Wealth Partners LLC | 18.43K | Jun 30, 26 | -- | 0.03% |
| Colony Group, LLC | 18.06K | Jun 30, 26 | +18.06K | 0.03% |
| Steward Partners Investment Advisory, LLC | 18.00K | Jun 30, 26 | -- | 0.03% |
| FLC Capital Advisors | 17.85K | Jun 30, 26 | -- | 0.03% |
| MKT Advisors LLC | 17.71K | Jun 30, 26 | -11.17K | 0.03% |
| Pure Financial Advisors, LLC | 17.09K | Jun 30, 26 | -- | 0.03% |
| Perigon Wealth Management, LLC | 16.95K | Jun 30, 26 | -- | 0.03% |
| MML INVESTORS SERVICES, LLC | 15.39K | Jun 30, 26 | -- | 0.03% |
| McGowan Group Asset Management, Inc. | 14.68K | Jun 30, 26 | +789 | 0.03% |
| Snowden Capital Advisors LLC | 14.46K | Jun 30, 26 | +4 | 0.03% |
| Farther Finance Advisors, LLC | 13.82K | Jun 30, 26 | -- | 0.03% |
| LYELL WEALTH MANAGEMENT, LP | 13.71K | Jun 30, 26 | +13.71K | 0.03% |
| Maia Wealth LLC | 12.85K | Jun 30, 26 | -- | 0.02% |
| Mutual Advisors, LLC | 12.34K | Jun 30, 26 | -- | 0.02% |
| Janney Montgomery Scott LLC | 12.10K | Jun 30, 26 | -- | 0.02% |
| Tamar Securities, LLC | 11.00K | Jun 30, 26 | +11.00K | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 10.50K | Jun 30, 26 | +10.50K | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 10.00K | Jun 30, 26 | -- | 0.02% |
| PRIVATE TRUST CO NA | 9.00K | Jun 30, 26 | -- | 0.02% |
| Rockefeller Capital Management L.P. | 6.04K | Jun 30, 26 | +6.00K | 0.01% |
| HOLLENCREST CAPITAL MANAGEMENT | 5.82K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.00K | Jun 30, 26 | +5.00K | 0.01% |
| Penserra Capital Management LLC | 3.45K | Jun 30, 26 | +2.30K | 0.01% |
| PETERSON WEALTH MANAGEMENT | 2.70K | Jun 30, 26 | -- | 0.01% |
| Golden State Wealth Management, LLC | 2.06K | Jun 30, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 1.50K | Jun 30, 26 | -- | 0.00% |
| FNY Investment Advisers, LLC | 900 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 750 | Jun 30, 26 | +750 | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 536 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 524 | Jun 30, 26 | -- | 0.00% |
| Daytona Street Capital LLC | 308 | Jun 30, 26 | +308 | 0.00% |
| WHITTIER TRUST CO | 200 | Jun 30, 26 | -- | 0.00% |
| Core Capital Management & Research, inc. | 3 | Jun 30, 26 | +3 | 0.00% |
| CITIGROUP INC | 3 | Jun 30, 26 | -- | 0.00% |
| Cambridge Investment Research Advisors, Inc. | -- | Jun 30, 26 | -11.57K | -- |
| GK Wealth Management LLC | -- | Jun 30, 26 | -54.10K | -- |
| Pasadena Private Wealth, LLC | -- | Jun 30, 26 | -10.00K | -- |
| ASSETMARK, INC | -- | Jun 30, 26 | -4.22K | -- |
| Marex Group plc | -- | Jun 30, 26 | -10.51K | -- |
| FORONJY FINANCIAL LLC | -- | Jun 30, 26 | -12.81K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -10.50K | -- |
| Cerity Partners LLC | -- | Jun 30, 26 | -22.05K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -143.22K | -- |
| COMERICA BANK | 22.21K | Dec 31, 25 | +5.43K | 0.04% |
| NAPA WEALTH MANAGEMENT | 55.25K | Sep 30, 25 | +220 | 0.10% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -14.50K | -- |
| RAYMOND JAMES & ASSOCIATES | 68.88K | Sep 30, 24 | -4.08K | 0.13% |
| Raymond James Financial Services Advisors, Inc. | 20.11K | Sep 30, 24 | +2.36K | 0.04% |
| Cetera Advisors LLC | 15.89K | Mar 31, 24 | +15.89K | 0.03% |
| Cetera Advisor Networks LLC | 10.94K | Mar 31, 24 | +10.94K | 0.02% |
| Claybrook Capital, LLC | 58.81K | Sep 30, 23 | -- | 0.11% |
| BDO Wealth Advisors, LLC | 5.54K | Jun 30, 23 | -- | 0.01% |
| GAMBLE JONES INVESTMENT COUNSEL | 22.05K | Dec 31, 22 | -- | 0.04% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 199.76K | Sep 30, 22 | -17.44K | 0.37% |
| Garrison Point Capital, LLC | 15.00K | Sep 30, 22 | -- | 0.03% |
| Kore Private Wealth LLC | -- | Sep 30, 22 | -19.91K | -- |
| Intersect Capital LLC | -- | Jun 30, 22 | -24.75K | -- |
| NEXT Financial Group, Inc | 2.47K | Dec 31, 21 | -- | 0.00% |
| First Allied Advisory Services, Inc. | 26.70K | Sep 30, 20 | -498 | 0.05% |
| Advisor Group, Inc. | 60.90K | Dec 31, 19 | +23.83K | 0.11% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 40.15K | Dec 31, 19 | +1.68K | 0.08% |
| BOSTON ADVISORS LLC | 11.27K | Sep 30, 19 | -- | 0.02% |
| Sterling Global Strategies LLC | -- | Mar 31, 19 | -1.51K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -11.80K | -- |
| Integrated Wealth Management | 11.65K | Mar 31, 17 | -- | 0.02% |
| MSI Financial Services Inc | 4.10K | Dec 31, 16 | -- | 0.01% |
| BlackRock Investment Management, LLC | 6 | Dec 31, 16 | +6 | 0.00% |
| Gupta Wealth Management LLC | 24.50K | Mar 31, 16 | -- | 0.05% |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 91.30K | Mar 31, 15 | +91.30K | 0.17% |
| UBS AG | 403.22K | Sep 30, 14 | +107.58K | 0.75% |
| OTA LLC | 19.70K | Jun 30, 14 | +19.70K | 0.04% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -21.10K | -- |
| First Allied Securities, Inc. | 20.33K | Jun 30, 12 | +20.33K | 0.04% |
