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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 |
|---|---|---|---|---|
| OneAscent Financial Services LLC | 851.46K | Jun 30, 26 | -29.50K | 42.38% |
| OneAscent Wealth Management LLC | 424.95K | Jun 30, 26 | -23.48K | 21.15% |
| Proficio Capital Partners LLC | 305.14K | Jun 30, 26 | +305.14K | 15.19% |
| Atria Investments, Inc | 103.90K | Jun 30, 26 | +10.45K | 5.17% |
| OneAscent Family Office, LLC | 76.92K | Jun 30, 26 | -3.27K | 3.83% |
| JANE STREET GROUP, LLC | 58.97K | Jun 30, 26 | +47.90K | 2.94% |
| Inspire Advisors, LLC | 53.68K | Jun 30, 26 | +12.38K | 2.67% |
| ENVESTNET ASSET MANAGEMENT INC | 48.79K | Jun 30, 26 | +8.58K | 2.43% |
| OLD MISSION CAPITAL LLC | 43.62K | Jun 30, 26 | -3.25K | 2.17% |
| First Heartland Consultants, Inc. | 41.98K | Jun 30, 26 | +4.02K | 2.09% |
| PATRON PARTNERS, LLC | 38.64K | Jun 30, 26 | +2.82K | 1.92% |
| Frontier Asset Management, LLC | 28.43K | Jun 30, 26 | -1.30K | 1.41% |
| RFG Advisory, LLC | 23.78K | Jun 30, 26 | -1.06K | 1.18% |
| Valmark Advisers, Inc. | 21.96K | Jun 30, 26 | +154 | 1.09% |
| OneAscent Investment Solutions LLC | 19.85K | Jun 30, 26 | -6.95K | 0.99% |
| Plan A Wealth LLC | 15.56K | Jun 30, 26 | +294 | 0.77% |
| Cambridge Investment Research Advisors, Inc. | 13.00K | Jun 30, 26 | -4.71K | 0.65% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11.71K | Jun 30, 26 | +644 | 0.58% |
| IFP Advisors, Inc | 10.87K | Jun 30, 26 | -383 | 0.54% |
| SUMMIT WEALTH GROUP LLC / CO | 10.68K | Jun 30, 26 | +10.68K | 0.53% |
| Global Strategic Investment Solutions, LLC | 10.40K | Jun 30, 26 | +3.02K | 0.52% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.30K | Jun 30, 26 | +9.30K | 0.46% |
| CITADEL ADVISORS LLC | 8.31K | Jun 30, 26 | +741 | 0.41% |
| Envestnet Portfolio Solutions, Inc. | 6.59K | Jun 30, 26 | +23 | 0.33% |
| EverSource Wealth Advisors, LLC | 5.93K | Jun 30, 26 | +2.38K | 0.30% |
| GOLDMAN SACHS GROUP INC | 5.46K | Jun 30, 26 | +5.46K | 0.27% |
| HARBOUR INVESTMENTS, INC. | 1.57K | Jun 30, 26 | +1.57K | 0.08% |
| AdvisorNet Financial, Inc | 1.09K | Jun 30, 26 | -64 | 0.05% |
| Aptus Capital Advisors, LLC | 501 | Jun 30, 26 | -- | 0.02% |
| FIFTH THIRD BANCORP | 340 | Jun 30, 26 | -- | 0.02% |
| UBS Group AG | 305 | Jun 30, 26 | -422 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 263 | Jun 30, 26 | +263 | 0.01% |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -34 | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -51 | -- |
| COMERICA BANK | 340 | Dec 31, 25 | -40 | 0.02% |