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Latest holdings as of Source: SEC Form 13F holdings (Financial Modeling Prep)Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyHow we source this
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5.36M | Jun 30, 26 | -60.63K | 22.92% |
| Wealthcare Advisory Partners LLC | 1.03M | Jun 30, 26 | +43.62K | 4.42% |
| RATIONAL ADVISORS LLC | 735.04K | Jun 30, 26 | -561.53K | 3.15% |
| Resources Investment Advisors, LLC. | 611.87K | Jun 30, 26 | +1.89K | 2.62% |
| Cetera Investment Advisers | 554.13K | Jun 30, 26 | -9.63K | 2.37% |
| Professional Financial Advisors, LLC | 518.20K | Jun 30, 26 | +9.84K | 2.22% |
| 46 Peaks LLC | 386.54K | Jun 30, 26 | -56.45K | 1.65% |
| LPL Financial LLC | 380.76K | Jun 30, 26 | +29.78K | 1.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 327.75K | Jun 30, 26 | +4.31K | 1.40% |
| AQR CAPITAL MANAGEMENT LLC | 244.41K | Jun 30, 26 | -9.44K | 1.05% |
| WJ Interests, LLC | 192.79K | Jun 30, 26 | -301.21K | 0.83% |
| Perennial Investment Advisors, LLC | 161.47K | Jun 30, 26 | +867 | 0.69% |
| BNP PARIBAS ARBITRAGE, SNC | 152.81K | Jun 30, 26 | -6.45K | 0.65% |
| Kestra Advisory Services, LLC | 129.20K | Jun 30, 26 | -5.04K | 0.55% |
| Fermata Advisors, LLC | 117.67K | Jun 30, 26 | -1.82K | 0.50% |
| REGIONS FINANCIAL CORP | 96.12K | Jun 30, 26 | +91.49K | 0.41% |
| JPMORGAN CHASE & CO | 92.19K | Jun 30, 26 | +22.05K | 0.39% |
| Bravias Capital Group, LLC | 88.45K | Jun 30, 26 | +2.56K | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 83.40K | Jun 30, 26 | +7.65K | 0.36% |
| Private Advisor Group, LLC | 80.82K | Jun 30, 26 | -4.03K | 0.35% |
| MORGAN STANLEY | 70.39K | Jun 30, 26 | +645 | 0.30% |
| CIBC Bancorp USA Inc. | 64.42K | Jun 30, 26 | +8.67K | 0.28% |
| RHS Financial, LLC | 52.51K | Jun 30, 26 | +2.17K | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 49.93K | Jun 30, 26 | -522 | 0.21% |
| Leading Edge Financial Planning LLC | 43.76K | Jun 30, 26 | +3.90K | 0.19% |
| Insight Wealth Strategies, LLC | 39.05K | Jun 30, 26 | +1.48K | 0.17% |
| Morton Capital Management LLC/CA | 33.15K | Jun 30, 26 | +90 | 0.14% |
| Golden State Wealth Management, LLC | 27.94K | Jun 30, 26 | -1.46K | 0.12% |
| Ausdal Financial Partners, Inc. | 24.97K | Jun 30, 26 | -3.87K | 0.11% |
| Innova Wealth Partners | 23.17K | Jun 30, 26 | +362 | 0.10% |
| Herold Advisors, Inc. | 23.00K | Jun 30, 26 | -1.00K | 0.10% |
| Sierra Capital LLC | 21.44K | Jun 30, 26 | -- | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 20.89K | Jun 30, 26 | +2 | 0.09% |
| HOWARD BAILEY SECURITIES, LLC | 19.88K | Jun 30, 26 | -4.08K | 0.09% |
| Belpointe Asset Management LLC | 18.97K | Jun 30, 26 | -200 | 0.08% |
| Rockefeller Capital Management L.P. | 18.17K | Jun 30, 26 | -951 | 0.08% |
| XY Planning Network, Inc. | 18.03K | Jun 30, 26 | +518 | 0.08% |
| Wright Wealth LLC | 17.72K | Jun 30, 26 | -131 | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 15.71K | Jun 30, 26 | -465 | 0.07% |
| United Advisor Group, LLC | 15.46K | Jun 30, 26 | +1.00K | 0.07% |
| NewEdge Advisors, LLC | 14.64K | Jun 30, 26 | -1.87K | 0.06% |
| Bison Wealth, LLC | 14.39K | Jun 30, 26 | -527 | 0.06% |
| Accurate Wealth Management, LLC | 13.95K | Jun 30, 26 | -6.04K | 0.06% |
| ORBA Wealth Advisors, L.L.C. | 13.92K | Jun 30, 26 | -3.36K | 0.06% |
| CI Private Wealth, LLC | 13.90K | Jun 30, 26 | -- | 0.06% |
| WealthPlan Investment Management, LLC | 13.40K | Jun 30, 26 | -1.41K | 0.06% |
| Quotient Wealth Partners, LLC | 13.12K | Jun 30, 26 | -103 | 0.06% |
| Merit Financial Group, LLC | 12.85K | Jun 30, 26 | +35 | 0.05% |
| Frontier Asset Management, LLC | 12.22K | Jun 30, 26 | -902 | 0.05% |
| NDWM LLC | 11.85K | Jun 30, 26 | -99 | 0.05% |
| ACT Advisors, LLC. | 11.45K | Jun 30, 26 | -4.23K | 0.05% |
| HARBOUR INVESTMENTS, INC. | 10.61K | Jun 30, 26 | +47 | 0.05% |
| Western Wealth Management, LLC | 10.28K | Jun 30, 26 | +4 | 0.04% |
| Wedmont Private Capital | 10.05K | Jun 30, 26 | -- | 0.04% |
| REAP Financial Group, LLC | 9.94K | Jun 30, 26 | -4.18K | 0.04% |
| Avion Wealth | 9.78K | Jun 30, 26 | -- | 0.04% |
| Inspire Advisors, LLC | 9.15K | Jun 30, 26 | -159 | 0.04% |
| Janney Montgomery Scott LLC | 8.86K | Jun 30, 26 | +65 | 0.04% |
| AE Wealth Management LLC | 8.51K | Jun 30, 26 | -779 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 7.80K | Jun 30, 26 | -- | 0.03% |
| Astra Wealth Partners LLC | 7.80K | Jun 30, 26 | -- | 0.03% |
| Quantinno Capital Management LP | 6.52K | Jun 30, 26 | -3.99K | 0.03% |
| WELLS FARGO & COMPANY/MN | 5.52K | Jun 30, 26 | +4.92K | 0.02% |
| ROYAL BANK OF CANADA | 5.28K | Jun 30, 26 | -73 | 0.02% |
| Creative Planning | 5.17K | Jun 30, 26 | -707 | 0.02% |
| Barnes Wealth Management Group, Inc | 5.10K | Jun 30, 26 | +67 | 0.02% |
| J.W. COLE ADVISORS, INC. | 5.06K | Jun 30, 26 | +11 | 0.02% |
| IHT Wealth Management, LLC | 5.04K | Jun 30, 26 | -6.93K | 0.02% |
| Integrated Wealth Concepts LLC | 4.82K | Jun 30, 26 | -1.26K | 0.02% |
| Kensington Investment Counsel, LLC | 4.77K | Jun 30, 26 | +4.77K | 0.02% |
| TopTier Wealth Management, LLC | 4.75K | Jun 30, 26 | -102 | 0.02% |
| McCartney Wealth Management LLC | 4.69K | Jun 30, 26 | +100 | 0.02% |
| Prospera Financial Services Inc | 4.52K | Jun 30, 26 | +4.52K | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4.52K | Jun 30, 26 | +425 | 0.02% |
| Perigon Wealth Management, LLC | 4.52K | Jun 30, 26 | +328 | 0.02% |
| Balentine LLC | 4.46K | Jun 30, 26 | +4.46K | 0.02% |
| Team Financial Group, LLC | 4.31K | Jun 30, 26 | +24 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.23K | Jun 30, 26 | +2.50K | 0.02% |
| PRIVATE TRUST CO NA | 4.15K | Jun 30, 26 | -- | 0.02% |
| Vise Technologies, Inc. | 4.11K | Jun 30, 26 | +4.11K | 0.02% |
| Traynor Capital Management, Inc. | 3.89K | Jun 30, 26 | +3.89K | 0.02% |
| Magnolia Private Wealth, LLC | 3.84K | Jun 30, 26 | -- | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 3.76K | Jun 30, 26 | -700 | 0.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | 3.71K | Jun 30, 26 | +3.71K | 0.02% |
| Worth Asset Management, LLC | 3.62K | Jun 30, 26 | +3.62K | 0.02% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 3.56K | Jun 30, 26 | +3.56K | 0.02% |
| Global Retirement Partners, LLC | 3.36K | Jun 30, 26 | +3.36K | 0.01% |
| IFG Advisory, LLC | 2.91K | Jun 30, 26 | +2.91K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.90K | Jun 30, 26 | +1.36K | 0.01% |
| Synergy Investment Management, LLC | 2.12K | Jun 30, 26 | -498 | 0.01% |
| MATHER GROUP, LLC. | 1.51K | Jun 30, 26 | +50 | 0.01% |
| Smartleaf Asset Management LLC | 1.35K | Jun 30, 26 | -- | 0.01% |
| CoreCap Advisors, LLC | 1.33K | Jun 30, 26 | -- | 0.01% |
| CHAPMAN FINANCIAL GROUP, LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| Costello Asset Management, INC | 900 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 745 | Jun 30, 26 | +252 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 623 | Jun 30, 26 | -- | 0.00% |
| WELLINGTON-ALTUS USA INC. | 595 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 589 | Jun 30, 26 | -- | 0.00% |
| Frazier Financial Advisors, LLC | 439 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 414 | Jun 30, 26 | +414 | 0.00% |
| IFP Advisors, Inc | 405 | Jun 30, 26 | -- | 0.00% |
| SYM FINANCIAL Corp | 344 | Jun 30, 26 | -129 | 0.00% |
| Crewe Advisors LLC | 227 | Jun 30, 26 | -- | 0.00% |
| Covestor Ltd | 199 | Jun 30, 26 | +38 | 0.00% |
| Essential Partners LLC | 191 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 116 | Jun 30, 26 | +116 | 0.00% |
| Abound Wealth Management | 106 | Jun 30, 26 | -2 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 106 | Jun 30, 26 | +106 | 0.00% |
| UBS Group AG | 56 | Jun 30, 26 | +56 | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 38 | Jun 30, 26 | -- | 0.00% |
| Wiser Advisor Group LLC | 20 | Jun 30, 26 | +1 | 0.00% |
| FMR LLC | 18 | Jun 30, 26 | +11 | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | -- | Jun 30, 26 | -4.39K | -- |
| CARDIFF PARK ADVISORS, LLC | -- | Jun 30, 26 | -4.04K | -- |
| Strategic Blueprint, LLC | -- | Jun 30, 26 | -4.13K | -- |
| Hilton Head Capital Partners, LLC | -- | Jun 30, 26 | -564 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -74.81K | -- |
| CWM, LLC | 1.41M | Mar 31, 26 | +31.82K | 6.04% |
| Sunbelt Securities, Inc. | 14.73K | Mar 31, 26 | +24 | 0.06% |
| CIBC WORLD MARKETS CORP | 64.47K | Dec 31, 25 | +64.47K | 0.28% |
| CIBC Private Wealth Group, LLC | -- | Dec 31, 25 | -874 | -- |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -28.90K | -- |
| Safeguard Financial, LLC | 13.25K | Mar 31, 25 | +1.68K | 0.06% |
| JANICZEK WEALTH MANAGEMENT, LLC | 361 | Jun 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 122 | Jun 30, 24 | +122 | 0.00% |
| Cetera Advisor Networks LLC | 517.75K | Mar 31, 24 | +22.42K | 2.22% |
| KLR INVESTMENT ADVISORS, LLC | 52.79K | Mar 31, 24 | -9.74K | 0.23% |
| Cetera Advisors LLC | 16.68K | Mar 31, 24 | +11.15K | 0.07% |
| Truadvice, LLC | 54.29K | Sep 30, 23 | +31.06K | 0.23% |
| Ford Financial Group, LLC | 9.81K | Mar 31, 23 | -20.86K | 0.04% |
| Claraphi Advisory Network, LLC | 13.04K | Dec 31, 22 | +2.33K | 0.06% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -- | -- |
| Homrich & Berg | 53.77K | Sep 30, 21 | -- | 0.23% |
| First Allied Advisory Services, Inc. | 13.60K | Sep 30, 20 | +13.60K | 0.06% |
| Advisor Group, Inc. | 25.91K | Dec 31, 19 | +564 | 0.11% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 935 | Dec 31, 19 | +8 | 0.00% |
| NEXT Financial Holdings | 18.40K | Mar 31, 19 | +18.40K | 0.08% |
