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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 |
|---|---|---|---|---|
| Diversified Enterprises, LLC | 3.02M | Jun 30, 26 | +150.08K | 18.83% |
| Arlington Financial Advisors, LLC | 1.72M | Jun 30, 26 | +31.52K | 10.72% |
| PNC FINANCIAL SERVICES GROUP, INC. | 828.97K | Jun 30, 26 | -27.77K | 5.17% |
| Venturi Wealth Management, LLC | 771.72K | Jun 30, 26 | +848 | 4.81% |
| PACES FERRY WEALTH ADVISORS, LLC | 619.70K | Jun 30, 26 | +38.84K | 3.86% |
| CI Private Wealth, LLC | 610.54K | Jun 30, 26 | +278.54K | 3.81% |
| RAYMOND JAMES FINANCIAL INC | 470.97K | Jun 30, 26 | -167.38K | 2.94% |
| BANK OF AMERICA CORP /DE/ | 387.56K | Jun 30, 26 | +24.20K | 2.42% |
| GSB Wealth Management, LLC | 327.16K | Jun 30, 26 | -58.65K | 2.04% |
| JPMORGAN CHASE & CO | 317.64K | Jun 30, 26 | +62.58K | 1.98% |
| Nordwand Advisors, LLC | 314.87K | Jun 30, 26 | -- | 1.96% |
| AMI INVESTMENT MANAGEMENT INC | 297.67K | Jun 30, 26 | -138.91K | 1.86% |
| Archford Capital Strategies, LLC | 268.50K | Jun 30, 26 | +6.07K | 1.67% |
| Proactive Wealth Strategies LLC | 267.87K | Jun 30, 26 | +38.58K | 1.67% |
| Gladstone Institutional Advisory LLC | 261.25K | Jun 30, 26 | +21.36K | 1.63% |
| Fiduciary Group LLC | 158.51K | Jun 30, 26 | +6.31K | 0.99% |
| FMA Wealth Management, LLC | 146.37K | Jun 30, 26 | -14.35K | 0.91% |
| KWB Wealth | 137.21K | Jun 30, 26 | +35.44K | 0.86% |
| CITADEL ADVISORS LLC | 136.72K | Jun 30, 26 | +66.06K | 0.85% |
| LPL Financial LLC | 108.28K | Jun 30, 26 | -13.10K | 0.68% |
| Rockefeller Capital Management L.P. | 96.55K | Jun 30, 26 | +5.21K | 0.60% |
| Consolidated Planning Corp | 91.62K | Jun 30, 26 | -12.04K | 0.57% |
| Colony Group, LLC | 89.43K | Jun 30, 26 | -13.94K | 0.56% |
| CAPTRUST FINANCIAL ADVISORS | 78.84K | Jun 30, 26 | -7.02K | 0.49% |
| ENVESTNET ASSET MANAGEMENT INC | 60.44K | Jun 30, 26 | +5.85K | 0.38% |
| Ascension Capital Advisors, Inc. | 57.60K | Jun 30, 26 | +3.44K | 0.36% |
| Summit Asset Management, LLC | 56.93K | Jun 30, 26 | -198 | 0.35% |
| Private Advisor Group, LLC | 52.95K | Jun 30, 26 | +28.82K | 0.33% |
| Lansing Street Advisors | 50.25K | Jun 30, 26 | +50.25K | 0.31% |
| MOODY NATIONAL BANK TRUST DIVISION | 49.96K | Jun 30, 26 | +47 | 0.31% |
| TRUIST FINANCIAL CORP | 47.55K | Jun 30, 26 | -11.57K | 0.30% |
| Sunrise Financial Services, LLC | 35.62K | Jun 30, 26 | -966 | 0.22% |
| FLOW TRADERS U.S. LLC | 35.54K | Jun 30, 26 | -32.09K | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 35.35K | Jun 30, 26 | +599 | 0.22% |
| Embree Financial Group | 34.24K | Jun 30, 26 | -14.69K | 0.21% |
| HighTower Advisors, LLC | 30.30K | Jun 30, 26 | +5.11K | 0.19% |
| JANE STREET GROUP, LLC | 29.04K | Jun 30, 26 | -81.92K | 0.18% |
| IHT Wealth Management, LLC | 21.73K | Jun 30, 26 | +12.53K | 0.14% |
| BENJAMIN EDWARDS INC | 21.72K | Jun 30, 26 | -58 | 0.14% |
| Annex Advisory Services, LLC | 19.07K | Jun 30, 26 | -36.49K | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 18.78K | Jun 30, 26 | -10.09K | 0.12% |
| Pinnacle Financial Partners, Inc. | 16.64K | Jun 30, 26 | +409 | 0.10% |
| Sanctuary Advisors, LLC | 15.40K | Jun 30, 26 | +215 | 0.10% |
| CRA Financial Services, LLC | 14.58K | Jun 30, 26 | -- | 0.09% |
| STUDIO INVESTMENT MANAGEMENT LLC | 14.23K | Jun 30, 26 | -304 | 0.09% |
| SFG Wealth Management, LLC. | 13.98K | Jun 30, 26 | -2.17K | 0.09% |
| Bank of New York Mellon Corp | 13.83K | Jun 30, 26 | +215 | 0.09% |
| SHEPHERD KAPLAN KROCHUK, LLC | 11.78K | Jun 30, 26 | -- | 0.07% |
| Eldridge Investment Advisors, Inc. | 11.57K | Jun 30, 26 | -1.14K | 0.07% |
| one8zero8, LLC | 11.50K | Jun 30, 26 | -- | 0.07% |
| Kestra Advisory Services, LLC | 11.08K | Jun 30, 26 | -300 | 0.07% |
| Worth Financial Advisory Group, LLC | 8.91K | Jun 30, 26 | +8.91K | 0.06% |
| THRIVENT FINANCIAL FOR LUTHERANS | 7.19K | Jun 30, 26 | -2.29K | 0.04% |
| INDEPENDENT FINANCIAL GROUP, LLC | 6.66K | Jun 30, 26 | -547 | 0.04% |
| Global Retirement Partners, LLC | 5.69K | Jun 30, 26 | +5.69K | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.85K | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 1.17K | Jun 30, 26 | -1.01K | 0.01% |
| PRIVATE TRUST CO NA | 1.00K | Jun 30, 26 | -- | 0.01% |
| SITTNER & NELSON, LLC | 700 | Jun 30, 26 | -2.46K | 0.00% |
| Geneos Wealth Management Inc. | 328 | Jun 30, 26 | -654 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 216 | Jun 30, 26 | -- | 0.00% |
| Horizon Investments, LLC | 200 | Jun 30, 26 | -200 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 20 | Jun 30, 26 | +20 | 0.00% |
| MORGAN STANLEY | 2 | Jun 30, 26 | -4.53K | 0.00% |
| Ankerstar Wealth, LLC | -- | Jun 30, 26 | -36 | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -7.76K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -31.18K | -- |
| SEGALL BRYANT & HAMILL, LLC | -- | Jun 30, 26 | -46.09K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -72.14K | -- |
| Quantinno Capital Management LP | -- | Jun 30, 26 | -7.23K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -37.34K | -- |
| Accurate Wealth Management, LLC | -- | Jun 30, 26 | -11.38K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -460 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -196 | -- |
| McIlrath & Eck, LLC | -- | Mar 31, 26 | -2.87K | -- |
| SYNOVUS FINANCIAL CORP | 14.33K | Sep 30, 25 | +255 | 0.09% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -65.97K | -- |
| Raymond James Financial Services Advisors, Inc. | 55.09K | Sep 30, 24 | +55.09K | 0.34% |
| RAYMOND JAMES & ASSOCIATES | 26.74K | Sep 30, 24 | +26.74K | 0.17% |
