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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 |
|---|---|---|---|---|
| UBS Group AG | 565.80K | Jun 30, 26 | +33.49K | 3.00% |
| Tortoise Investment Management, LLC | 538.15K | Jun 30, 26 | -11.50K | 2.85% |
| 1607 Capital Partners, LLC | 499.43K | Jun 30, 26 | -114.48K | 2.64% |
| Hennion & Walsh Asset Management, Inc. | 414.69K | Jun 30, 26 | -8.11K | 2.20% |
| GUGGENHEIM CAPITAL LLC | 370.88K | Jun 30, 26 | +3.82K | 1.96% |
| MORGAN STANLEY | 256.51K | Jun 30, 26 | +3.06K | 1.36% |
| Penbrook Management LLC | 213.73K | Jun 30, 26 | -- | 1.13% |
| LEIGH BALDWIN & CO., LLC | 117.48K | Jun 30, 26 | -2.33K | 0.62% |
| WELLS FARGO & COMPANY/MN | 112.52K | Jun 30, 26 | +32.54K | 0.60% |
| Fiera Capital Corp | 109.05K | Jun 30, 26 | -6.03K | 0.58% |
| ADVISOR GROUP HOLDINGS, INC. | 99.50K | Jun 30, 26 | +13.71K | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 94.76K | Jun 30, 26 | +10.53K | 0.50% |
| Cambridge Investment Research Advisors, Inc. | 70.49K | Jun 30, 26 | +3.69K | 0.37% |
| Marshall & Sterling Wealth Advisors Inc. | 64.85K | Jun 30, 26 | +3.24K | 0.34% |
| LPL Financial LLC | 50.90K | Jun 30, 26 | +14.75K | 0.27% |
| Summit Trail Advisors, LLC | 47.28K | Jun 30, 26 | -2.91K | 0.25% |
| STIFEL FINANCIAL CORP | 40.78K | Jun 30, 26 | -2.36K | 0.22% |
| BANK OF AMERICA CORP /DE/ | 32.99K | Jun 30, 26 | +8.41K | 0.17% |
| Herold Advisors, Inc. | 32.49K | Jun 30, 26 | +5.11K | 0.17% |
| MELFA WEALTH MANAGEMENT, LLC | 29.91K | Jun 30, 26 | -- | 0.16% |
| Breakwater Capital Group | 29.41K | Jun 30, 26 | -1.34K | 0.16% |
| Janney Montgomery Scott LLC | 27.67K | Jun 30, 26 | -- | 0.15% |
| VIRTUE ASSET MANAGEMENT LLC | 22.44K | Jun 30, 26 | -- | 0.12% |
| Kestra Advisory Services, LLC | 18.91K | Jun 30, 26 | +196 | 0.10% |
| SRS Capital Advisors, Inc. | 18.65K | Jun 30, 26 | +18.65K | 0.10% |
| Coastal Investment Advisors, Inc. | 17.34K | Jun 30, 26 | -- | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.60K | Jun 30, 26 | +1.93K | 0.08% |
| Cetera Investment Advisers | 15.57K | Jun 30, 26 | -3.01K | 0.08% |
| ROYAL BANK OF CANADA | 15.52K | Jun 30, 26 | -- | 0.08% |
| BCS Private Wealth Management, Inc. | 15.00K | Jun 30, 26 | -- | 0.08% |
| CIM, LLC | 14.05K | Jun 30, 26 | -- | 0.07% |
| Steward Partners Investment Advisory, LLC | 12.53K | Jun 30, 26 | -- | 0.07% |
| Prospera Financial Services Inc | 12.00K | Jun 30, 26 | -- | 0.06% |
| Tyche Wealth Partners LLC | 11.39K | Jun 30, 26 | -- | 0.06% |
| Gladstone Institutional Advisory LLC | 10.67K | Jun 30, 26 | +10.67K | 0.06% |
| CITADEL ADVISORS LLC | 10.24K | Jun 30, 26 | +10.24K | 0.05% |
| Pacific Wealth Strategies Group, Inc. | 10.00K | Jun 30, 26 | -- | 0.05% |
| Avestar Capital, LLC | 10.00K | Jun 30, 26 | -- | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.59K | Jun 30, 26 | -- | 0.03% |
| Rockefeller Capital Management L.P. | 5.72K | Jun 30, 26 | +59 | 0.03% |
| Grove Bank & Trust | 4.00K | Jun 30, 26 | -- | 0.02% |
| CITIGROUP INC | 2.39K | Jun 30, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 2.00K | Jun 30, 26 | -- | 0.01% |
| Spire Wealth Management | 519 | Jun 30, 26 | -- | 0.00% |
| FNY Investment Advisers, LLC | 300 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | -- | Jun 30, 26 | -1.70K | -- |
| RAYMOND JAMES & ASSOCIATES | 54.02K | Sep 30, 24 | -3.00K | 0.29% |
| Highlander Capital Management, LLC | 2.40K | Mar 31, 24 | -- | 0.01% |
| American Portfolios Advisors | 1.50K | Sep 30, 22 | -- | 0.01% |
| Danda Trouve Investment Management, Inc. | 1.05K | Sep 30, 22 | +1.05K | 0.01% |
| Lenox Wealth Advisors, LLC | 31.00K | Mar 31, 22 | -- | 0.16% |
| Squar Milner Financial Services LLC | 2.00K | Mar 31, 20 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.35K | Dec 31, 19 | +1.26K | 0.02% |
| FNY Managed Accounts LLC | -- | Mar 31, 18 | -3.00K | -- |
| MSI Financial Services Inc | 16.26K | Dec 31, 16 | +675 | 0.09% |
| Relative Value Partners, LLC | 31.11K | Mar 31, 15 | -2.82K | 0.16% |
| UBS AG | 108.35K | Sep 30, 14 | -16.50K | 0.57% |
| COMMUNITY BANK SYSTEM, INC. | 4.99K | Sep 30, 14 | -- | 0.03% |
| KNIGHT CAPITAL GROUP LLC | 12.96K | Jun 30, 13 | -216 | 0.07% |
