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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 |
|---|---|---|---|---|
| NEXPOINT ASSET MANAGEMENT, L.P. | 5.48M | Jun 30, 26 | +116.72K | 10.60% |
| RAYMOND JAMES FINANCIAL INC | 4.17M | Jun 30, 26 | +1.01M | 8.06% |
| BlackRock, Inc. | 3.33M | Jun 30, 26 | +201.35K | 6.43% |
| MORGAN STANLEY | 2.24M | Jun 30, 26 | -288.95K | 4.34% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.65M | Jun 30, 26 | -62.29K | 3.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.03M | Jun 30, 26 | +34.94K | 2.00% |
| Matisse Capital | 923.63K | Jun 30, 26 | +19.79K | 1.79% |
| TCW GROUP INC | 923.52K | Jun 30, 26 | +56.00K | 1.79% |
| STATE STREET CORP | 872.22K | Jun 30, 26 | -30.91K | 1.69% |
| Cambridge Investment Research Advisors, Inc. | 476.21K | Jun 30, 26 | +17.07K | 0.92% |
| OPPENHEIMER & CO INC | 427.15K | Jun 30, 26 | +65.89K | 0.83% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 380.63K | Jun 30, 26 | +14.30K | 0.74% |
| Sixth Street Partners Management Company, L.P. | 380.63K | Jun 30, 26 | +380.63K | 0.74% |
| Concorde Asset Management, LLC | 303.43K | Jun 30, 26 | +3.11K | 0.59% |
| NORTHERN TRUST CORP | 302.82K | Jun 30, 26 | +6.67K | 0.59% |
| Bulldog Investors, LLP | 300.01K | Jun 30, 26 | +6.89K | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 275.72K | Jun 30, 26 | +8.10K | 0.53% |
| Camelot Portfolios, LLC | 257.04K | Jun 30, 26 | -1.83K | 0.50% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 248.04K | Jun 30, 26 | +32.74K | 0.48% |
| MADDEN SECURITIES Corp | 231.71K | Jun 30, 26 | +4.93K | 0.45% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 185.13K | Jun 30, 26 | +16.89K | 0.36% |
| UBS Group AG | 138.91K | Jun 30, 26 | -80.68K | 0.27% |
| GatePass Capital, LLC | 137.51K | Jun 30, 26 | -3.74K | 0.27% |
| Bank of New York Mellon Corp | 127.17K | Jun 30, 26 | -13.72K | 0.25% |
| JANE STREET GROUP, LLC | 117.84K | Jun 30, 26 | -79.05K | 0.23% |
| Quantinno Capital Management LP | 115.70K | Jun 30, 26 | +45.50K | 0.22% |
| GOLDMAN SACHS GROUP INC | 115.57K | Jun 30, 26 | -52.31K | 0.22% |
| Nuveen, LLC | 113.18K | Jun 30, 26 | -159.81K | 0.22% |
| AQR CAPITAL MANAGEMENT LLC | 103.44K | Jun 30, 26 | +6.99K | 0.20% |
| Odyssean, LLC | 94.84K | Jun 30, 26 | +2.02K | 0.18% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 92.86K | Jun 30, 26 | +1.69K | 0.18% |
| BTG Pactual Asset Management US LLC | 69.42K | Jun 30, 26 | +1.30K | 0.13% |
| Legacy Wealth Managment, LLC/ID | 64.41K | Jun 30, 26 | +6.96K | 0.12% |
| WEDBUSH SECURITIES INC | 64.31K | Jun 30, 26 | -16.30K | 0.12% |
| NOMURA ASSET MANAGEMENT CO LTD | 63.23K | Jun 30, 26 | +1.28K | 0.12% |
| XTX Topco Ltd | 62.60K | Jun 30, 26 | -8.66K | 0.12% |
| SMH CAPITAL ADVISORS INC | 59.80K | Jun 30, 26 | +1.34K | 0.12% |
| Asset Management One Co., Ltd. | 58.47K | Jun 30, 26 | +1.55K | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 53.84K | Jun 30, 26 | +5.44K | 0.10% |
| Russell Investments Group, Ltd. | 49.88K | Jun 30, 26 | +30.58K | 0.10% |
| Susquehanna Portfolio Strategies, LLC | 46.99K | Jun 30, 26 | +1.00K | 0.09% |
| Invesco Ltd. | 46.86K | Jun 30, 26 | +9.56K | 0.09% |
| BANK OF AMERICA CORP /DE/ | 45.70K | Jun 30, 26 | -12.02K | 0.09% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42.55K | Jun 30, 26 | +759 | 0.08% |
| CITADEL ADVISORS LLC | 39.40K | Jun 30, 26 | -33.96K | 0.08% |
| DEUTSCHE BANK AG\ | 36.51K | Jun 30, 26 | +8.94K | 0.07% |
| RHUMBLINE ADVISERS | 36.15K | Jun 30, 26 | +1.67K | 0.07% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36.09K | Jun 30, 26 | +828 | 0.07% |
| Empowered Funds, LLC | 35.71K | Jun 30, 26 | +35.71K | 0.07% |
| Catalyst Capital Advisors LLC | 35.29K | Jun 30, 26 | +811 | 0.07% |
| WELLS FARGO & COMPANY/MN | 33.31K | Jun 30, 26 | +15.75K | 0.06% |
| Sovereign Financial Group, Inc. | 33.18K | Jun 30, 26 | +2.72K | 0.06% |
| Sumitomo Mitsui Trust Group, Inc. | 33.03K | Jun 30, 26 | -3.18K | 0.06% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 32.73K | Jun 30, 26 | +1.87K | 0.06% |
| Cetera Investment Advisers | 26.94K | Jun 30, 26 | -648 | 0.05% |
| MetLife Investment Management, LLC | 24.25K | Jun 30, 26 | +1.07K | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 22.09K | Jun 30, 26 | -2.15K | 0.04% |
| CALDWELL SUTTER CAPITAL, INC. | 20.70K | Jun 30, 26 | -2 | 0.04% |
| SEI INVESTMENTS CO | 20.65K | Jun 30, 26 | +474 | 0.04% |
| State of Alaska, Department of Revenue | 18.80K | Jun 30, 26 | +423 | 0.04% |
| CITIGROUP INC | 16.99K | Jun 30, 26 | +15.27K | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 16.96K | Jun 30, 26 | -24 | 0.03% |
| Resona Asset Management Co.,Ltd. | 16.23K | Jun 30, 26 | +272 | 0.03% |
| JPMORGAN CHASE & CO | 16.21K | Jun 30, 26 | -1.51K | 0.03% |
| HighTower Advisors, LLC | 15.91K | Jun 30, 26 | +15.91K | 0.03% |
| LPL Financial LLC | 15.81K | Jun 30, 26 | +3.74K | 0.03% |
| Daiwa Securities Group Inc. | 15.46K | Jun 30, 26 | -124 | 0.03% |
| Vanguard Global Advisers, LLC | 14.53K | Jun 30, 26 | +309 | 0.03% |
| Burford Brothers, Inc. | 13.16K | Jun 30, 26 | -6.39K | 0.03% |
| Police & Firemen's Retirement System of New Jersey | 13.12K | Jun 30, 26 | -- | 0.03% |
| FMR LLC | 12.89K | Jun 30, 26 | +922 | 0.02% |
| Capital Investment Advisors, LLC | 12.61K | Jun 30, 26 | -610 | 0.02% |
| Neuberger Berman Group LLC | 11.37K | Jun 30, 26 | -3.07K | 0.02% |
| Copley Financial Group, Inc. | 10.66K | Jun 30, 26 | +226 | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.33K | Jun 30, 26 | +10.33K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.29K | Jun 30, 26 | +8.29K | 0.02% |
| STRS OHIO | 7.90K | Jun 30, 26 | +252 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 7.89K | Jun 30, 26 | +244 | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 6.59K | Jun 30, 26 | -2.15K | 0.01% |
| NEW YORK STATE COMMON RETIREMENT FUND | 5.68K | Jun 30, 26 | +120 | 0.01% |
| Tower Research Capital LLC (TRC) | 5.67K | Jun 30, 26 | +2.10K | 0.01% |
| BARCLAYS PLC | 5.57K | Jun 30, 26 | -1.82K | 0.01% |
| IFP Advisors, Inc | 4.80K | Jun 30, 26 | -6 | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 3.85K | Jun 30, 26 | +2.13K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3.81K | Jun 30, 26 | -77 | 0.01% |
| Legal & General Group Plc | 3.26K | Jun 30, 26 | +74 | 0.01% |
| Ameritas Investment Partners, Inc. | 3.16K | Jun 30, 26 | +71 | 0.01% |
| SRS Capital Advisors, Inc. | 3.08K | Jun 30, 26 | +2.55K | 0.01% |
| ROYAL BANK OF CANADA | 1.92K | Jun 30, 26 | +1.58K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.44K | Jun 30, 26 | +1.44K | 0.00% |
| GAMMA Investing LLC | 1.40K | Jun 30, 26 | +678 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 1.31K | Jun 30, 26 | +27 | 0.00% |
| Versant Capital Management, Inc | 1.19K | Jun 30, 26 | +56 | 0.00% |
| Rockefeller Capital Management L.P. | 973 | Jun 30, 26 | -2.56K | 0.00% |
| Financial Gravity Companies, Inc. | 698 | Jun 30, 26 | +698 | 0.00% |
| Sterling Capital Management LLC | 685 | Jun 30, 26 | -605 | 0.00% |
| NewEdge Advisors, LLC | 663 | Jun 30, 26 | +56 | 0.00% |
| Integrated Wealth Concepts LLC | 603 | Jun 30, 26 | +603 | 0.00% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 507 | Jun 30, 26 | -1.50K | 0.00% |
| Optiver Holding B.V. | 390 | Jun 30, 26 | +12 | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 356 | Jun 30, 26 | -3.94K | 0.00% |
| Thomas J. Herzfeld Advisors, Inc. | 285 | Jun 30, 26 | -- | 0.00% |
| Essential Partners LLC | 244 | Jun 30, 26 | -51 | 0.00% |
| United Financial Planning Group LLC | 217 | Jun 30, 26 | +217 | 0.00% |
| Covestor Ltd | 207 | Jun 30, 26 | +12 | 0.00% |
| Farther Finance Advisors, LLC | 145 | Jun 30, 26 | +130 | 0.00% |
| Allworth Financial LP | 137 | Jun 30, 26 | +39 | 0.00% |
| EverSource Wealth Advisors, LLC | 129 | Jun 30, 26 | -25 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 62 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 50 | Jun 30, 26 | +8 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 35 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 31 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Advisors | 31 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 26 | Jun 30, 26 | -- | 0.00% |
| Westside Investment Management, Inc. | 23 | Jun 30, 26 | +23 | 0.00% |
| Asset Dedication, LLC | 22 | Jun 30, 26 | -- | 0.00% |
| True Wealth Design, LLC | 16 | Jun 30, 26 | +8 | 0.00% |
| Ameritas Advisory Services, LLC | 13 | Jun 30, 26 | +13 | 0.00% |
| SHP Wealth Management | 12 | Jun 30, 26 | -- | 0.00% |
| SJS Investment Consulting Inc. | 9 | Jun 30, 26 | +8 | 0.00% |
| Basecamp Wealth Advisors LLC | 8 | Jun 30, 26 | +5 | 0.00% |
| Caitong International Asset Management Co., Ltd | 5 | Jun 30, 26 | +3 | 0.00% |
| Fortitude Family Office, LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| Smartleaf Asset Management LLC | 3 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 2 | Jun 30, 26 | -- | 0.00% |
| JPL Wealth Management, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| Dunhill Financial, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Mountain Hill Investment Partners Corp. | -- | Jun 30, 26 | -260 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -1 | -- |
| Avion Wealth | -- | Jun 30, 26 | -1.57K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Jun 30, 26 | -13.70K | -- |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -12.85K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -6 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -54 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -12.03K | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | -- | Jun 30, 26 | -10.20K | -- |
| CWM, LLC | 6.47K | Mar 31, 26 | +4.35K | 0.01% |
| Financial Gravity Asset Management, Inc. | 684 | Mar 31, 26 | +15 | 0.00% |
| Anfield Capital Management, LLC | 636 | Mar 31, 26 | +14 | 0.00% |
| Sunbelt Securities, Inc. | 1 | Mar 31, 26 | +1 | 0.00% |
| VANGUARD GROUP INC | 2.18M | Dec 31, 25 | -1.36M | 4.22% |
| MidWestOne Financial Group, Inc. | 85.00K | Dec 31, 25 | -- | 0.16% |
| COMERICA BANK | -- | Dec 31, 25 | -113 | -- |
| Cubist Systematic Strategies, LLC | 45.20K | Sep 30, 25 | +17.14K | 0.09% |
| Point72 (DIFC) Ltd | 1.66K | Sep 30, 25 | +1.66K | 0.00% |
| Point72 Asia (Singapore) Pte. Ltd. | 1.51K | Sep 30, 25 | +1.47K | 0.00% |
| Legacy Investment Solutions, LLC | 82.00K | Jun 30, 25 | +82.00K | 0.16% |
| AVANTAX ADVISORY SERVICES, INC. | -- | Jun 30, 25 | -11.36K | -- |
| Nuveen Asset Management, LLC | 151.65K | Dec 31, 24 | +2.51K | 0.29% |
| Cassady Schiller Wealth Management, LLC | 43 | Dec 31, 24 | +43 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 98.66K | Sep 30, 24 | -454 | 0.19% |
| BlackRock Inc. | 2.43M | Jun 30, 24 | +169.25K | 4.70% |
| Greytown Advisors Inc. | 74.38K | Jun 30, 24 | -3.67K | 0.14% |
| Point72 Middle East FZE | 7.21K | Dec 31, 23 | +7.21K | 0.01% |
| Baystate Wealth Management LLC | 4.47K | Dec 31, 23 | +4.47K | 0.01% |
| American Portfolios Advisors | 572 | Sep 30, 22 | +6 | 0.00% |
| Lyon Street Capital, LLC | 150.95K | Mar 31, 22 | +74.93K | 0.29% |
| REILLY FINANCIAL ADVISORS, LLC | 8.46K | Dec 31, 21 | -6.54K | 0.02% |
| NEXT Financial Group, Inc | 2.82K | Dec 31, 21 | +413 | 0.01% |
| USCA RIA LLC | 37.32K | Jun 30, 21 | -- | 0.07% |
| FIRST HORIZON CORP | -- | Jun 30, 21 | -40 | -- |
| OLD MISSION CAPITAL, LLC | 18.60K | Dec 31, 20 | +18.60K | 0.04% |
| First Allied Advisory Services, Inc. | 234.15K | Sep 30, 20 | -20.38K | 0.45% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 36.90K | Dec 31, 19 | -14 | 0.07% |
| Advisor Group, Inc. | 23.43K | Dec 31, 19 | -8.01K | 0.05% |
| Allegis Investment Advisors, LLC | -- | Mar 31, 18 | -8.15K | -- |
| Commonwealth Equity Services, Inc | 10.18K | Jun 30, 17 | +748 | 0.02% |
| CT Financial Advisors LLC | 18 | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 3.55K | Dec 31, 16 | -- | 0.01% |
