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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 |
|---|---|---|---|---|
| Bank of New York Mellon Corp | 1.26M | Jun 30, 26 | -953 | 25.83% |
| LPL Financial LLC | 563.97K | Jun 30, 26 | +34.81K | 11.53% |
| Arkadios Wealth Advisors | 445.89K | Jun 30, 26 | +166.46K | 9.12% |
| AMERIPRISE FINANCIAL INC | 400.54K | Jun 30, 26 | -141.73K | 8.19% |
| TRUIST FINANCIAL CORP | 265.08K | Jun 30, 26 | -- | 5.42% |
| Nikulski Financial, Inc. | 116.02K | Jun 30, 26 | +5.17K | 2.37% |
| ECLECTIC ASSOCIATES INC /ADV | 70.33K | Jun 30, 26 | +5.96K | 1.44% |
| JONES FINANCIAL COMPANIES LLLP | 69.81K | Jun 30, 26 | +3.84K | 1.43% |
| Cetera Investment Advisers | 57.32K | Jun 30, 26 | +1.97K | 1.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 54.40K | Jun 30, 26 | +54.40K | 1.11% |
| CITADEL ADVISORS LLC | 48.32K | Jun 30, 26 | +48.32K | 0.99% |
| BANK OF AMERICA CORP /DE/ | 43.77K | Jun 30, 26 | -2.72K | 0.89% |
| Breakwater Capital Group | 41.47K | Jun 30, 26 | +6.42K | 0.85% |
| Federation des caisses Desjardins du Quebec | 40.34K | Jun 30, 26 | +5.59K | 0.82% |
| Insight Advisors, LLC/ PA | 33.77K | Jun 30, 26 | +4.23K | 0.69% |
| JANE STREET GROUP, LLC | 30.48K | Jun 30, 26 | +17.06K | 0.62% |
| Equitable Holdings, Inc. | 26.48K | Jun 30, 26 | -34.24K | 0.54% |
| Copia Wealth Management | 13.39K | Jun 30, 26 | -984 | 0.27% |
| MORGAN STANLEY | 12.95K | Jun 30, 26 | -3.16K | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 11.99K | Jun 30, 26 | +553 | 0.25% |
| Hobbs Group Advisors, LLC | 11.69K | Jun 30, 26 | -- | 0.24% |
| ROYAL BANK OF CANADA | 11.58K | Jun 30, 26 | -6.40K | 0.24% |
| Advisory Services Network, LLC | 8.98K | Jun 30, 26 | +54 | 0.18% |
| Capital Investment Advisory Services, LLC | 8.96K | Jun 30, 26 | -173 | 0.18% |
| Allworth Financial LP | 2.38K | Jun 30, 26 | -- | 0.05% |
| Parallel Advisors, LLC | 2.00K | Jun 30, 26 | -- | 0.04% |
| TD Waterhouse Canada Inc. | 725 | Jun 30, 26 | -- | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 600 | Jun 30, 26 | -- | 0.01% |
| Strengthening Families & Communities, LLC | 550 | Jun 30, 26 | +6 | 0.01% |
| FMR LLC | 429 | Jun 30, 26 | -- | 0.01% |
| Oakmont Advisory Group, LLC | 267 | Jun 30, 26 | +267 | 0.01% |
| AE Wealth Management LLC | 78 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 43 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -1 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -3.22K | -- |
| Carroll Financial Associates, Inc. | 24 | Dec 31, 21 | +1 | 0.00% |
| FormulaFolio Investments, LLC | 60.18K | Jun 30, 21 | -6.92K | 1.23% |
| LifePlan Financial Group, Inc | 476 | Sep 30, 20 | -- | 0.01% |
| Advisor Group, Inc. | 8.27K | Dec 31, 19 | -2.06K | 0.17% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 643 | Dec 31, 19 | -325 | 0.01% |
