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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Financial Enhancement Group LLC | 237.85K | Sep 30, 26 | +1.55K | 6.61% |
| Atria Investments, Inc | 182.72K | Sep 30, 26 | +29.99K | 5.08% |
| ENZI WEALTH | 59.11K | Sep 30, 26 | -312 | 1.64% |
| Ergawealth Advisors, Inc. | 34.61K | Sep 30, 26 | -2.08K | 0.96% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31.06K | Sep 30, 26 | +311 | 0.86% |
| Centurion Wealth Management LLC | 19.00K | Sep 30, 26 | +225 | 0.53% |
| Clarus Group, Inc. | 10.69K | Sep 30, 26 | -- | 0.30% |
| Unified Investment Management | 10.32K | Sep 30, 26 | +2 | 0.29% |
| Integrated Advisors Network LLC | 9.84K | Sep 30, 26 | +1.80K | 0.27% |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.97K | Sep 30, 26 | -33 | 0.11% |
| Miller Global Investments, LLC | 3.17K | Sep 30, 26 | -30 | 0.09% |
| ASSETMARK, INC | 2.32K | Sep 30, 26 | -- | 0.06% |
| IFP Advisors, Inc | 2.28K | Sep 30, 26 | -52 | 0.06% |
| James T. Borello RIA | 1.28K | Sep 30, 26 | +1.28K | 0.04% |
| Bullock Wealth Management Group | 10 | Sep 30, 26 | -- | 0.00% |
| AMERIPRISE FINANCIAL INC | 300.53K | Jun 30, 26 | -28.30K | 8.35% |
| Lunt Capital Management, Inc. | 256.68K | Jun 30, 26 | -10.88K | 7.13% |
| Geneos Wealth Management Inc. | 221.74K | Jun 30, 26 | -897 | 6.16% |
| Cambridge Investment Research Advisors, Inc. | 215.38K | Jun 30, 26 | -23.36K | 5.98% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 206.46K | Jun 30, 26 | +769 | 5.73% |
| Centric Wealth Management | 189.53K | Jun 30, 26 | -- | 5.26% |
| LPL Financial LLC | 161.12K | Jun 30, 26 | -3.00K | 4.48% |
| GOLDMAN SACHS GROUP INC | 121.96K | Jun 30, 26 | +8.96K | 3.39% |
| Ausdal Financial Partners, Inc. | 105.75K | Jun 30, 26 | -4.87K | 2.94% |
| Gallagher Fiduciary Advisors, LLC | 103.65K | Jun 30, 26 | +20.09K | 2.88% |
| RAYMOND JAMES FINANCIAL INC | 48.90K | Jun 30, 26 | +265 | 1.36% |
| Creative Planning | 41.76K | Jun 30, 26 | -- | 1.16% |
| Ergawealth Advisors, Inc. | 36.69K | Jun 30, 26 | -1.85K | 1.02% |
| World Investment Advisors | 35.70K | Jun 30, 26 | -- | 0.99% |
| JPMORGAN CHASE & CO | 32.00K | Jun 30, 26 | -3.39K | 0.89% |
| Summit Financial, LLC | 30.89K | Jun 30, 26 | +30.89K | 0.86% |
| Equitable Holdings, Inc. | 29.91K | Jun 30, 26 | -13.49K | 0.83% |
| Waverly Advisors, LLC | 28.19K | Jun 30, 26 | +3.33K | 0.78% |
| OSAIC HOLDINGS, INC. | 24.70K | Jun 30, 26 | -925 | 0.69% |
| Kestra Advisory Services, LLC | 23.36K | Jun 30, 26 | -294 | 0.65% |
| Cetera Investment Advisers | 22.27K | Jun 30, 26 | +145 | 0.62% |
| Palumbo Wealth Management LLC | 21.20K | Jun 30, 26 | -886 | 0.59% |
| GeoWealth Management, LLC | 17.59K | Jun 30, 26 | +10 | 0.49% |
| WBI INVESTMENTS, LLC | 14.85K | Jun 30, 26 | +1.59K | 0.41% |
| LANDMARK WEALTH MANAGEMENT, INC. | 14.14K | Jun 30, 26 | -565 | 0.39% |
| Belpointe Asset Management LLC | 12.31K | Jun 30, 26 | +364 | 0.34% |
| Aptus Capital Advisors, LLC | 10.69K | Jun 30, 26 | -- | 0.30% |
| Advisory Services Network, LLC | 9.78K | Jun 30, 26 | +48 | 0.27% |
| Alpha Financial Partners LLC | 9.70K | Jun 30, 26 | -1.03K | 0.27% |
| Gladstone Institutional Advisory LLC | 9.68K | Jun 30, 26 | -64 | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 8.32K | Jun 30, 26 | +504 | 0.23% |
| LANARK FINANCIAL, INC. | 7.78K | Jun 30, 26 | -- | 0.22% |
| TRUIST FINANCIAL CORP | 7.54K | Jun 30, 26 | +488 | 0.21% |
| Chicago Wealth Management, Inc. | 7.40K | Jun 30, 26 | -283 | 0.21% |
| Maridea Wealth Management LLC | 6.80K | Jun 30, 26 | +1.66K | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.25K | Jun 30, 26 | -38.19K | 0.17% |
| CITADEL ADVISORS LLC | 6.13K | Jun 30, 26 | -30.83K | 0.17% |
| Cornerstone Wealth Management, LLC | 5.99K | Jun 30, 26 | -282 | 0.17% |
| MORGAN STANLEY | 5.59K | Jun 30, 26 | -3.38K | 0.16% |
| HUB Investment Partners, LLC | 5.49K | Jun 30, 26 | -800 | 0.15% |
| Sanctuary Advisors, LLC | 5.36K | Jun 30, 26 | -- | 0.15% |
| Brookwood Investment Group LLC | 5.17K | Jun 30, 26 | -769 | 0.14% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 5.10K | Jun 30, 26 | -748 | 0.14% |
| Private Advisor Group, LLC | 3.71K | Jun 30, 26 | +3.71K | 0.10% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.96K | Jun 30, 26 | +1 | 0.08% |
| Capital Investment Advisory Services, LLC | 2.77K | Jun 30, 26 | -2.61K | 0.08% |
| ASSETMARK, INC | 2.32K | Jun 30, 26 | +1.93K | 0.06% |
| Steward Partners Investment Advisory, LLC | 2.08K | Jun 30, 26 | -- | 0.06% |
| UBS Group AG | 1.97K | Jun 30, 26 | +1.47K | 0.05% |
| Glen Eagle Advisors, LLC | 941 | Jun 30, 26 | +1 | 0.03% |
| IMG Wealth Management, Inc. | 834 | Jun 30, 26 | -- | 0.02% |
| FMR LLC | 781 | Jun 30, 26 | -- | 0.02% |
| HARBOUR INVESTMENTS, INC. | 672 | Jun 30, 26 | -650 | 0.02% |
| COMPASS FINANCIAL MANAGEMENT LLC | 334 | Jun 30, 26 | +334 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 268 | Jun 30, 26 | +268 | 0.01% |
| ROYAL BANK OF CANADA | 209 | Jun 30, 26 | +209 | 0.01% |
| Allworth Financial LP | 163 | Jun 30, 26 | -85 | 0.00% |
| Frazier Financial Advisors, LLC | 123 | Jun 30, 26 | +1 | 0.00% |
| Ameritas Advisory Services, LLC | 75 | Jun 30, 26 | +75 | 0.00% |
| VANGUARD ADVISERS INC | 35 | Jun 30, 26 | +35 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 29 | Jun 30, 26 | -- | 0.00% |
| Arax Advisory Partners | 20 | Jun 30, 26 | +20 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 19 | Jun 30, 26 | +19 | 0.00% |
| AE Wealth Management LLC | 8 | Jun 30, 26 | -- | 0.00% |
| Mariner, LLC | -- | Jun 30, 26 | -73.71K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -18.91K | -- |
| StoneX Group Inc. | -- | Jun 30, 26 | -13.40K | -- |
| TRUSTMARK BANK TRUST DEPARTMENT | -- | Jun 30, 26 | -4.00K | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -1 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -49.59K | -- |
| MILLINGTON SECURITIES, LLC | 13.26K | Mar 31, 26 | +13.26K | 0.37% |
| CWM, LLC | 368 | Mar 31, 26 | -73 | 0.01% |
| Burt Wealth Advisors | 43.98K | Sep 30, 25 | -2.56K | 1.22% |
| Abich Financial Wealth Management LLC | 25 | Sep 30, 25 | +25 | 0.00% |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -7.78K | -- |
| Good Life Advisors, LLC | 14.56K | Jun 30, 25 | +1.67K | 0.40% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -5.53K | -- |
| Orion Portfolio Solutions, LLC | 4.84K | Mar 31, 25 | -2.97K | 0.13% |
| Sugarloaf Wealth Management, LLC | 63 | Dec 31, 24 | +63 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 88.73K | Sep 30, 24 | +31.48K | 2.46% |
| RAYMOND JAMES & ASSOCIATES | 10.66K | Sep 30, 24 | -77 | 0.30% |
| Cetera Advisor Networks LLC | 16.57K | Mar 31, 24 | -50 | 0.46% |
| Gallagher Benefit Services, Inc. | 85.95K | Dec 31, 22 | +85.95K | 2.39% |
| F3Logic, LLC | 85.95K | Dec 31, 22 | +85.95K | 2.39% |
| American Portfolios Advisors | 213.04K | Sep 30, 22 | +70.65K | 5.92% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data