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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 | 2.67M | Jun 30, 26 | -184.79K | 3.06% |
| GUGGENHEIM CAPITAL LLC | 1.41M | Jun 30, 26 | +73.97K | 1.61% |
| Hennion & Walsh Asset Management, Inc. | 830.42K | Jun 30, 26 | +103.86K | 0.95% |
| WELLS FARGO & COMPANY/MN | 595.03K | Jun 30, 26 | -15.58K | 0.68% |
| HighTower Advisors, LLC | 440.19K | Jun 30, 26 | +2.55K | 0.50% |
| Lido Advisors, LLC | 380.08K | Jun 30, 26 | -- | 0.44% |
| North Ground Capital | 323.68K | Jun 30, 26 | -30.73K | 0.37% |
| BANK OF AMERICA CORP /DE/ | 287.02K | Jun 30, 26 | +10.06K | 0.33% |
| ROYAL BANK OF CANADA | 275.00K | Jun 30, 26 | +28.68K | 0.32% |
| PFG Investments, LLC | 260.77K | Jun 30, 26 | -539 | 0.30% |
| SIT INVESTMENT ASSOCIATES INC | 239.59K | Jun 30, 26 | -6.38K | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 212.06K | Jun 30, 26 | +12.42K | 0.24% |
| UBS Group AG | 183.43K | Jun 30, 26 | -2.60K | 0.21% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 169.19K | Jun 30, 26 | -256.16K | 0.19% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 138.45K | Jun 30, 26 | -- | 0.16% |
| Indivisible Partners | 125.69K | Jun 30, 26 | +12.47K | 0.14% |
| Cetera Investment Advisers | 118.03K | Jun 30, 26 | +14.68K | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 116.86K | Jun 30, 26 | -1.84K | 0.13% |
| Avestar Capital, LLC | 114.97K | Jun 30, 26 | +9.20K | 0.13% |
| STIFEL FINANCIAL CORP | 110.68K | Jun 30, 26 | -1.62K | 0.13% |
| LPL Financial LLC | 98.50K | Jun 30, 26 | +30.39K | 0.11% |
| Cambridge Investment Research Advisors, Inc. | 90.20K | Jun 30, 26 | +25.30K | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 89.37K | Jun 30, 26 | +9.92K | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 83.95K | Jun 30, 26 | +44.15K | 0.10% |
| JANE STREET GROUP, LLC | 76.02K | Jun 30, 26 | +55.08K | 0.09% |
| Alpine Global Management, LLC | 75.02K | Jun 30, 26 | -43.15K | 0.09% |
| WEDBUSH SECURITIES INC | 70.84K | Jun 30, 26 | -1.20K | 0.08% |
| RMR Wealth Builders | 65.44K | Jun 30, 26 | -244 | 0.08% |
| DEUTSCHE BANK AG\ | 63.10K | Jun 30, 26 | -72.42K | 0.07% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 61.71K | Jun 30, 26 | +12.41K | 0.07% |
| Coastal Investment Advisors, Inc. | 53.36K | Jun 30, 26 | -- | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52.68K | Jun 30, 26 | +4.04K | 0.06% |
| OPPENHEIMER & CO INC | 46.84K | Jun 30, 26 | +4.34K | 0.05% |
| Breakwater Capital Group | 44.09K | Jun 30, 26 | +21.48K | 0.05% |
| AMERIPRISE FINANCIAL INC | 43.21K | Jun 30, 26 | +8.44K | 0.05% |
| CHOREO, LLC | 41.61K | Jun 30, 26 | -3.84K | 0.05% |
| Mariner, LLC | 38.98K | Jun 30, 26 | -679 | 0.04% |
| NewEdge Wealth, LLC | 38.05K | Jun 30, 26 | -33.20K | 0.04% |
| Janney Montgomery Scott LLC | 36.87K | Jun 30, 26 | -3.53K | 0.04% |
| MML INVESTORS SERVICES, LLC | 34.84K | Jun 30, 26 | +21.14K | 0.04% |
| Herold Advisors, Inc. | 34.79K | Jun 30, 26 | +2.41K | 0.04% |
| CARY STREET PARTNERS FINANCIAL LLC | 32.35K | Jun 30, 26 | -- | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 31.46K | Jun 30, 26 | -- | 0.04% |
| Leisure Capital Management | 30.15K | Jun 30, 26 | -- | 0.03% |
| Stockman Wealth Management, Inc. | 30.00K | Jun 30, 26 | -- | 0.03% |
| Kingsview Wealth Management, LLC | 27.33K | Jun 30, 26 | +27.33K | 0.03% |
| Rockefeller Capital Management L.P. | 26.57K | Jun 30, 26 | -823 | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 26.20K | Jun 30, 26 | +8.04K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 26.16K | Jun 30, 26 | +26.16K | 0.03% |
| STALEY CAPITAL ADVISERS INC | 26.00K | Jun 30, 26 | -- | 0.03% |
| Closed-End Fund Advisors, Inc. | 25.35K | Jun 30, 26 | -- | 0.03% |
| Ascent Wealth Partners, LLC | 25.25K | Jun 30, 26 | -- | 0.03% |
| Evanson Financial, LLC | 24.15K | Jun 30, 26 | +24.15K | 0.03% |
| Lionshead Wealth Management, LLC | 24.02K | Jun 30, 26 | +24.02K | 0.03% |
| Opal Wealth Advisors, LLC | 23.78K | Jun 30, 26 | -- | 0.03% |
| BCS Private Wealth Management, Inc. | 23.30K | Jun 30, 26 | -- | 0.03% |
| Mathes Company, Inc. | 23.00K | Jun 30, 26 | -- | 0.03% |
| Williams Jones Wealth Management, LLC. | 21.50K | Jun 30, 26 | +2.00K | 0.02% |
| MELFA WEALTH MANAGEMENT, LLC | 18.63K | Jun 30, 26 | -- | 0.02% |
| READYSTATE ASSET MANAGEMENT LP | 18.51K | Jun 30, 26 | +18.51K | 0.02% |
| Clear Creek Financial Management, LLC | 17.80K | Jun 30, 26 | -- | 0.02% |
| GenWealth Group, Inc. | 17.57K | Jun 30, 26 | -- | 0.02% |
| Steward Partners Investment Advisory, LLC | 16.99K | Jun 30, 26 | +300 | 0.02% |
| Mountain Hill Investment Partners Corp. | 16.59K | Jun 30, 26 | -- | 0.02% |
| ACCREDITED INVESTOR SERVICES, LLC | 16.42K | Jun 30, 26 | -3.29K | 0.02% |
| Global Retirement Partners, LLC | 16.05K | Jun 30, 26 | +16.05K | 0.02% |
| NORTHERN TRUST CORP | 15.47K | Jun 30, 26 | +15.47K | 0.02% |
| Moors & Cabot, Inc. | 14.90K | Jun 30, 26 | -- | 0.02% |
| CITADEL ADVISORS LLC | 14.81K | Jun 30, 26 | +14.81K | 0.02% |
| Merit Financial Group, LLC | 14.29K | Jun 30, 26 | -1.09K | 0.02% |
| PARK AVENUE SECURITIES LLC | 13.94K | Jun 30, 26 | -204 | 0.02% |
| Kestra Advisory Services, LLC | 13.63K | Jun 30, 26 | +13.63K | 0.02% |
| Kercheville Advisors, LLC | 13.40K | Jun 30, 26 | +1.09K | 0.02% |
| Spire Wealth Management | 12.33K | Jun 30, 26 | -- | 0.01% |
| PINNACLE ASSOCIATES LTD | 12.13K | Jun 30, 26 | -1.50K | 0.01% |
| Pathstone Holdings, LLC | 12.12K | Jun 30, 26 | +12.12K | 0.01% |
| Occidental Asset Management, LLC | 11.72K | Jun 30, 26 | -- | 0.01% |
| Equitable Holdings, Inc. | 11.50K | Jun 30, 26 | +11.50K | 0.01% |
| Everstar Asset Management, LLC | 11.43K | Jun 30, 26 | -- | 0.01% |
| IBEX WEALTH ADVISORS | 11.38K | Jun 30, 26 | -- | 0.01% |
| Creative Planning | 11.28K | Jun 30, 26 | -5.36K | 0.01% |
| SRS Capital Advisors, Inc. | 11.24K | Jun 30, 26 | +11.24K | 0.01% |
| Belpointe Asset Management LLC | 10.60K | Jun 30, 26 | -- | 0.01% |
| FIRST MANHATTAN CO. LLC. | 10.01K | Jun 30, 26 | -- | 0.01% |
| Sage Capital Management, LLC | 10.00K | Jun 30, 26 | -- | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 8.10K | Jun 30, 26 | -14 | 0.01% |
| Farther Finance Advisors, LLC | 6.50K | Jun 30, 26 | +6.50K | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 6.00K | Jun 30, 26 | +6.00K | 0.01% |
| BROWN, LISLE/CUMMINGS, INC. | 5.04K | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4.81K | Jun 30, 26 | +432 | 0.01% |
| Penserra Capital Management LLC | 4.40K | Jun 30, 26 | +2.93K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.35K | Jun 30, 26 | -100 | 0.00% |
| Integrated Wealth Concepts LLC | 4.20K | Jun 30, 26 | +4.20K | 0.00% |
| SOA Wealth Advisors, LLC. | 4.01K | Jun 30, 26 | -- | 0.00% |
| Marshall & Sterling Wealth Advisors Inc. | 3.54K | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 2.64K | Jun 30, 26 | +2.64K | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 2.10K | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 2.00K | Jun 30, 26 | -- | 0.00% |
| WPG Advisers, LLC | 1.86K | Jun 30, 26 | -3 | 0.00% |
| IFG Advisory, LLC | 1.60K | Jun 30, 26 | +1.60K | 0.00% |
| NBT BANK N A /NY | 1.31K | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 1.26K | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 1.20K | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 1.19K | Jun 30, 26 | +1.19K | 0.00% |
| FNY Investment Advisers, LLC | 1.10K | Jun 30, 26 | -- | 0.00% |
| WEBSTER BANK, N. A. | 879 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 489 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 258 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 200 | Jun 30, 26 | +200 | 0.00% |
| Align Financial, LLC | 103 | Jun 30, 26 | -- | 0.00% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -407.36K | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -2.01K | -- |
| MACKAY SHIELDS LLC | -- | Jun 30, 26 | -519.88K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -14.90K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -6.89K | -- |
| CoreCap Advisors, LLC | -- | Jun 30, 26 | -1.40K | -- |
| Evanson Asset Management, LLC | 19.97K | Mar 31, 26 | +19.97K | 0.02% |
| Mill Creek Capital Advisors, LLC | 12.12K | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 3.79K | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 139 | Dec 31, 25 | +55 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -6.29K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 18.77K | Jun 30, 25 | +587 | 0.02% |
| Atria Wealth Solutions, Inc. | 10.37K | Jun 30, 25 | -4.63K | 0.01% |
| First Horizon Advisors, Inc. | 2.50K | Jun 30, 25 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 46.25K | Sep 30, 24 | +22.28K | 0.05% |
| RAYMOND JAMES & ASSOCIATES | 21.85K | Sep 30, 24 | -475 | 0.03% |
| Carmichael Hill & Associates, Inc. | 2.40K | Sep 30, 24 | -- | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 1.60K | Sep 30, 24 | -- | 0.00% |
| Flow State Investments, L.P. | -- | Sep 30, 24 | -80.56K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2.50K | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 13.74K | Mar 31, 24 | -- | 0.02% |
| CREDIT SUISSE AG/ | -- | Mar 31, 24 | -19.97K | -- |
| Claybrook Capital, LLC | 792.37K | Sep 30, 23 | -- | 0.91% |
| AJ WEALTH STRATEGIES, LLC | 23.01K | Jun 30, 23 | -- | 0.03% |
| American Portfolios Advisors | 8.83K | Sep 30, 22 | +56 | 0.01% |
| Lenox Wealth Advisors, LLC | 42.36K | Mar 31, 22 | -9.10K | 0.05% |
| NEXT Financial Group, Inc | 8.12K | Dec 31, 21 | -- | 0.01% |
| Advisor Group, Inc. | 69.23K | Dec 31, 19 | +131 | 0.08% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 11.50K | Dec 31, 19 | -- | 0.01% |
| NEXT Financial Holdings | 7.54K | Mar 31, 19 | +7.54K | 0.01% |
| LOEB PARTNERS CORP | 3.20K | Mar 31, 19 | -- | 0.00% |
| Horizon Kinetics LLC | 73.00K | Dec 31, 18 | -- | 0.08% |
| IFC Holdings Incorporated/FL | 15.56K | Dec 31, 17 | -7.82K | 0.02% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -54.00K | -- |
| Commonwealth Equity Services, Inc | 50.60K | Jun 30, 17 | -154 | 0.06% |
| TFS CAPITAL LLC | 11.24K | Jun 30, 17 | +11.24K | 0.01% |
| FIRST FINANCIAL EQUITY CORPORATION | 12.36K | Mar 31, 17 | +12.36K | 0.01% |
| MSI Financial Services Inc | 38.97K | Dec 31, 16 | +713 | 0.04% |
| NEWGATE CAPITAL MANAGEMENT LLC | 26.58K | Jun 30, 16 | -62.27K | 0.03% |
| Gupta Wealth Management LLC | 4.63K | Mar 31, 16 | -- | 0.01% |
| Samson Capital Advisors LLC | 319.21K | Sep 30, 15 | +319.21K | 0.37% |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 71.82K | Mar 31, 15 | +71.82K | 0.08% |
| Mariner Wealth Advisors-NYC, LLC | 39.66K | Mar 31, 15 | +39.66K | 0.05% |
| Dominick & Dominick LLC | -- | Dec 31, 14 | -10.64K | -- |
| UBS AG | 434.06K | Sep 30, 14 | +38.52K | 0.50% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -21.30K | -- |
| Jane Street Holding, LLC | 23.99K | Dec 31, 13 | +23.99K | 0.03% |