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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 |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 3.11M | Jun 30, 26 | +125.69K | 7.46% |
| MORGAN STANLEY | 2.61M | Jun 30, 26 | +82.00K | 6.27% |
| ENVESTNET ASSET MANAGEMENT INC | 2.27M | Jun 30, 26 | +80.97K | 5.45% |
| Larson Financial Group LLC | 1.46M | Jun 30, 26 | +317.69K | 3.51% |
| WELLS FARGO & COMPANY/MN | 1.40M | Jun 30, 26 | -13.13K | 3.36% |
| BANK OF AMERICA CORP /DE/ | 917.97K | Jun 30, 26 | -33.64K | 2.21% |
| LPL Financial LLC | 908.98K | Jun 30, 26 | -64.66K | 2.18% |
| Intrua Financial, LLC | 666.59K | Jun 30, 26 | +32.01K | 1.60% |
| RAYMOND JAMES FINANCIAL INC | 589.60K | Jun 30, 26 | +14.85K | 1.42% |
| Cetera Investment Advisers | 462.12K | Jun 30, 26 | -28.58K | 1.11% |
| AMERIPRISE FINANCIAL INC | 445.33K | Jun 30, 26 | -35.84K | 1.07% |
| SYKON CAPITAL LLC | 367.77K | Jun 30, 26 | +367.77K | 0.88% |
| ADVISOR GROUP HOLDINGS, INC. | 365.03K | Jun 30, 26 | +93.23K | 0.88% |
| COMMONWEALTH EQUITY SERVICES, LLC | 363.93K | Jun 30, 26 | -47.99K | 0.87% |
| UBS Group AG | 321.03K | Jun 30, 26 | +9.54K | 0.77% |
| Cambridge Investment Research Advisors, Inc. | 257.78K | Jun 30, 26 | +27.17K | 0.62% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 233.06K | Jun 30, 26 | +48.75K | 0.56% |
| ADELL HARRIMAN & CARPENTER INC | 196.50K | Jun 30, 26 | +5.13K | 0.47% |
| Mariner, LLC | 129.00K | Jun 30, 26 | +29.33K | 0.31% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 119.25K | Jun 30, 26 | -5.25K | 0.29% |
| STEPHENS INC /AR/ | 118.23K | Jun 30, 26 | +6.59K | 0.28% |
| MML INVESTORS SERVICES, LLC | 101.04K | Jun 30, 26 | +23.77K | 0.24% |
| Rockefeller Capital Management L.P. | 97.14K | Jun 30, 26 | -9.49K | 0.23% |
| Merit Financial Group, LLC | 94.88K | Jun 30, 26 | -8.76K | 0.23% |
| Baird Financial Group, Inc. | 93.38K | Jun 30, 26 | -4.25K | 0.22% |
| HighTower Advisors, LLC | 81.77K | Jun 30, 26 | -6.16K | 0.20% |
| STIFEL FINANCIAL CORP | 68.46K | Jun 30, 26 | +712 | 0.16% |
| Summit Financial, LLC | 63.73K | Jun 30, 26 | -17.42K | 0.15% |
| Cornerstone Wealth Management, LLC | 63.59K | Jun 30, 26 | +1.83K | 0.15% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 60.42K | Jun 30, 26 | +6.68K | 0.15% |
| OPPENHEIMER & CO INC | 58.16K | Jun 30, 26 | -2.39K | 0.14% |
| Goldstone Financial Group, LLC | 51.49K | Jun 30, 26 | -5.03K | 0.12% |
| MARINO, STRAM & ASSOCIATES LLC | 49.22K | Jun 30, 26 | +2.71K | 0.12% |
| INDEPENDENT FINANCIAL GROUP, LLC | 47.48K | Jun 30, 26 | +475 | 0.11% |
| HRT FINANCIAL LP | 45.04K | Jun 30, 26 | +28.09K | 0.11% |
| Gotham Asset Management, LLC | 43.23K | Jun 30, 26 | +6.49K | 0.10% |
| Future Financial Wealth Managment LLC | 42.14K | Jun 30, 26 | -3.81K | 0.10% |
| Geneos Wealth Management Inc. | 41.32K | Jun 30, 26 | +721 | 0.10% |
| HARBOUR INVESTMENTS, INC. | 39.48K | Jun 30, 26 | +88 | 0.09% |
| NewEdge Advisors, LLC | 39.43K | Jun 30, 26 | -3.11K | 0.09% |
| Kestra Advisory Services, LLC | 33.09K | Jun 30, 26 | -1.39K | 0.08% |
| Argyle Capital Partners, LLC | 32.24K | Jun 30, 26 | +7.00K | 0.08% |
| TRUIST FINANCIAL CORP | 30.19K | Jun 30, 26 | -4.06K | 0.07% |
| Brinker Capital Investments, LLC | 29.95K | Jun 30, 26 | -777 | 0.07% |
| Smartleaf Asset Management LLC | 28.86K | Jun 30, 26 | -- | 0.07% |
| Sowell Financial Services LLC | 27.29K | Jun 30, 26 | -1.52K | 0.07% |
| Private Advisor Group, LLC | 27.14K | Jun 30, 26 | -850 | 0.07% |
| Chicago Partners Investment Group LLC | 26.50K | Jun 30, 26 | -481 | 0.06% |
| Endowment Wealth Management, Inc. | 25.52K | Jun 30, 26 | -2.89K | 0.06% |
| Cerity Partners LLC | 24.15K | Jun 30, 26 | +6.00K | 0.06% |
| Janney Montgomery Scott LLC | 23.25K | Jun 30, 26 | -35 | 0.06% |
| Farther Finance Advisors, LLC | 22.73K | Jun 30, 26 | +5.09K | 0.05% |
| BTS Asset Management, Inc. | 21.66K | Jun 30, 26 | +5.69K | 0.05% |
| Gladstone Institutional Advisory LLC | 21.09K | Jun 30, 26 | -32 | 0.05% |
| ODonnell Financial Services, LLC | 20.40K | Jun 30, 26 | +20.40K | 0.05% |
| Creative Planning | 19.43K | Jun 30, 26 | -11.34K | 0.05% |
| NWF Advisory Services Inc. | 19.30K | Jun 30, 26 | -1.00K | 0.05% |
| Southland Equity Partners LLC | 18.67K | Jun 30, 26 | -- | 0.04% |
| FIFTH THIRD BANCORP | 18.42K | Jun 30, 26 | -2.78K | 0.04% |
| Beck Bode, LLC | 18.23K | Jun 30, 26 | -58 | 0.04% |
| Buska Wealth Management, LLC | 17.81K | Jun 30, 26 | -1.89K | 0.04% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 17.32K | Jun 30, 26 | +3.13K | 0.04% |
| Pinnacle Wealth Planning Services, Inc. | 17.19K | Jun 30, 26 | -- | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 16.97K | Jun 30, 26 | -37 | 0.04% |
| Boxwood Ventures, Inc. | 16.10K | Jun 30, 26 | +301 | 0.04% |
| Beacon Pointe Advisors, LLC | 15.33K | Jun 30, 26 | +7 | 0.04% |
| Clearstead Advisors, LLC | 15.22K | Jun 30, 26 | +15.22K | 0.04% |
| Resources Investment Advisors, LLC. | 14.03K | Jun 30, 26 | +123 | 0.03% |
| QP WEALTH MANAGEMENT, LLC | 13.28K | Jun 30, 26 | -204 | 0.03% |
| GAMMA Investing LLC | 13.03K | Jun 30, 26 | +7.35K | 0.03% |
| Compass Financial Services Inc | 12.92K | Jun 30, 26 | -184 | 0.03% |
| SAX WEALTH ADVISORS, LLC | 12.50K | Jun 30, 26 | -- | 0.03% |
| THRIVENT FINANCIAL FOR LUTHERANS | 12.32K | Jun 30, 26 | +695 | 0.03% |
| Hexagon Capital Partners LLC | 12.30K | Jun 30, 26 | -- | 0.03% |
| Quartz Partners, LLC | 11.51K | Jun 30, 26 | -- | 0.03% |
| Global View Capital Management LLC | 10.69K | Jun 30, 26 | +10.69K | 0.03% |
| MONEY CONCEPTS CAPITAL CORP | 10.68K | Jun 30, 26 | -286 | 0.03% |
| REICON WEALTH ADVISORS, LLC | 10.62K | Jun 30, 26 | +980 | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 10.21K | Jun 30, 26 | -- | 0.02% |
| NBC SECURITIES, INC. | 9.85K | Jun 30, 26 | -56 | 0.02% |
| Aptus Capital Advisors, LLC | 7.60K | Jun 30, 26 | +492 | 0.02% |
| CoreCap Advisors, LLC | 7.02K | Jun 30, 26 | +1 | 0.02% |
| Newbridge Financial Services Group, Inc. | 6.96K | Jun 30, 26 | -- | 0.02% |
| IFG Advisory, LLC | 5.14K | Jun 30, 26 | -583 | 0.01% |
| Capital Investment Advisory Services, LLC | 5.05K | Jun 30, 26 | +95 | 0.01% |
| VSM Wealth Advisory, LLC | 4.77K | Jun 30, 26 | -- | 0.01% |
| Glen Eagle Advisors, LLC | 3.40K | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.26K | Jun 30, 26 | +372 | 0.01% |
| Wagner Wealth Management, LLC | 3.19K | Jun 30, 26 | +10 | 0.01% |
| Steward Partners Investment Advisory, LLC | 2.89K | Jun 30, 26 | -270 | 0.01% |
| US BANCORP \DE\ | 2.70K | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 2.54K | Jun 30, 26 | -160 | 0.01% |
| SRS Capital Advisors, Inc. | 2.44K | Jun 30, 26 | +2.44K | 0.01% |
| Integrated Wealth Concepts LLC | 2.41K | Jun 30, 26 | +2.41K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.73K | Jun 30, 26 | +1.73K | 0.00% |
| KELLEHER FINANCIAL ADVISORS | 1.62K | Jun 30, 26 | +812 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.55K | Jun 30, 26 | +1.55K | 0.00% |
| Vermillion Wealth Management, Inc. | 1.33K | Jun 30, 26 | -- | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 1.31K | Jun 30, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1.24K | Jun 30, 26 | +1.24K | 0.00% |
| IFP Advisors, Inc | 1.04K | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| BESSEMER GROUP INC | 998 | Jun 30, 26 | +998 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 897 | Jun 30, 26 | +897 | 0.00% |
| AE Wealth Management LLC | 859 | Jun 30, 26 | -- | 0.00% |
| Salomon & Ludwin, LLC | 773 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 580 | Jun 30, 26 | +8 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 520 | Jun 30, 26 | +520 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 500 | Jun 30, 26 | -- | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 474 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 291 | Jun 30, 26 | +278 | 0.00% |
| CDKV HOLDINGS LLC | 275 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 256 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 150 | Jun 30, 26 | +150 | 0.00% |
| Spire Wealth Management | 147 | Jun 30, 26 | -- | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 146 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 137 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 57 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 47 | Jun 30, 26 | +47 | 0.00% |
| Johnson Financial Group, Inc. | 5 | Jun 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 1 | Jun 30, 26 | +1 | 0.00% |
| Allworth Financial LP | -- | Jun 30, 26 | -40 | -- |
| TD Capital Management LLC | -- | Jun 30, 26 | -908 | -- |
| Operose Advisors LLC | -- | Jun 30, 26 | -379 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -47.47K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -8.17K | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -667 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -5.02K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -64.56K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -60 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -1.06M | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -61 | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -425 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.58K | -- |
| Investors Research Corp | -- | Jun 30, 26 | -213 | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -844 | -- |
| CWM, LLC | 27.58K | Mar 31, 26 | +11 | 0.07% |
| Anfield Capital Management, LLC | 3.66K | Mar 31, 26 | -- | 0.01% |
| COMERICA BANK | 20.22K | Dec 31, 25 | -1.75K | 0.05% |
| GPS Wealth Strategies Group, LLC | 400 | Dec 31, 25 | -5.91K | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 37.73K | Jun 30, 25 | -6.66K | 0.09% |
| Atria Wealth Solutions, Inc. | 15.26K | Jun 30, 25 | -39.26K | 0.04% |
| TFG Advisers LLC | 15.00K | Jun 30, 25 | +670 | 0.04% |
| Von Berge Wealth Management Group, LLC | 12.04K | Jun 30, 25 | +200 | 0.03% |
| Moser Wealth Advisors, LLC | 1.00K | Jun 30, 25 | -- | 0.00% |
| Orion Portfolio Solutions, LLC | 50.02K | Mar 31, 25 | -6.04K | 0.12% |
| Aveo Capital Partners, LLC | 15.64K | Mar 31, 25 | +5 | 0.04% |
| Raymond James Financial Services Advisors, Inc. | 730.18K | Sep 30, 24 | +35.55K | 1.75% |
| RAYMOND JAMES & ASSOCIATES | 18.97K | Sep 30, 24 | +802 | 0.05% |
| Cetera Advisor Networks LLC | 124.82K | Mar 31, 24 | +33.66K | 0.30% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 14.31K | Mar 31, 24 | +14.31K | 0.03% |
| Retirement Group, LLC | 5.60K | Mar 31, 24 | -936 | 0.01% |
| FREEDOM WEALTH ALLIANCE, LLC | 68.92K | Sep 30, 23 | +2.57K | 0.17% |
| Ahrens Investment Partners LLC | 4.50K | Mar 31, 23 | -6.50K | 0.01% |
| Hightower 6M Holding, LLC | 212.11K | Sep 30, 22 | -2.53K | 0.51% |
| American Portfolios Advisors | 4.93K | Sep 30, 22 | -- | 0.01% |
| Covington Capital Management | 2.00K | Sep 30, 22 | -- | 0.00% |
| Cordasco Financial Network | 295 | Jun 30, 22 | -- | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | -- | Mar 31, 22 | -20.66K | -- |
| 6 Meridian | 263.85K | Dec 31, 21 | -19.15K | 0.63% |
| NEXT Financial Group, Inc | 26.35K | Dec 31, 21 | +18.17K | 0.06% |
| Crescent Capital Consulting, LLC | 5.90K | Dec 31, 21 | -- | 0.01% |
| Carroll Financial Associates, Inc. | 1.00K | Dec 31, 21 | -- | 0.00% |
| REILLY FINANCIAL ADVISORS, LLC | 450 | Dec 31, 21 | -- | 0.00% |
| Harborview Advisors, LLC | 296.76K | Sep 30, 21 | +354 | 0.71% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 32.29K | Sep 30, 21 | +13.85K | 0.08% |
| Reby Advisors, LLC | 3.76K | Dec 31, 20 | +3.76K | 0.01% |
| Partnervest Advisory Services LLC | 17.33K | Sep 30, 20 | -7 | 0.04% |
| LifePlan Financial Group, Inc | 33 | Sep 30, 20 | -- | 0.00% |
| Jackson Financial Management | 319.18K | Dec 31, 19 | +10.01K | 0.77% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 191.15K | Dec 31, 19 | +276 | 0.46% |
| Advisor Group, Inc. | 93.07K | Dec 31, 19 | +9.32K | 0.22% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 40.91K | Sep 30, 19 | -1.25K | 0.10% |
| BB&T SECURITIES, LLC | 25.41K | Sep 30, 19 | -521 | 0.06% |
| MADRONA FUNDS, LLC | 21.70K | Sep 30, 19 | +21.70K | 0.05% |
| Alpine Group USVI, LLC | 17.21K | Sep 30, 19 | +17.21K | 0.04% |
| Shamrock Asset Management LLC | 1.52K | Sep 30, 19 | -- | 0.00% |
| NEXT Financial Holdings | 500 | Mar 31, 19 | +500 | 0.00% |
| Patriot Wealth Management, Inc. | 49.69K | Dec 31, 18 | -- | 0.12% |
| Zions Bancorporation | 2.82K | Sep 30, 18 | -1.10K | 0.01% |
