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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 |
|---|---|---|---|---|
| MORGAN STANLEY | 1.30M | Jun 30, 26 | +1.05M | 25.95% |
| RAYMOND JAMES FINANCIAL INC | 1.08M | Jun 30, 26 | +103.80K | 21.49% |
| WELLS FARGO & COMPANY/MN | 878.80K | Jun 30, 26 | -25.40K | 17.48% |
| NewSquare Capital LLC | 361.28K | Jun 30, 26 | -11.88K | 7.19% |
| LPL Financial LLC | 294.69K | Jun 30, 26 | +25.10K | 5.86% |
| ROYAL BANK OF CANADA | 264.92K | Jun 30, 26 | +191.90K | 5.27% |
| Maltin Wealth Management, Inc. | 180.24K | Jun 30, 26 | -1.18K | 3.59% |
| UBS Group AG | 172.96K | Jun 30, 26 | +5.86K | 3.44% |
| Prospera Financial Services Inc | 115.12K | Jun 30, 26 | -38.46K | 2.29% |
| Wagner Wealth Management, Corp | 94.44K | Jun 30, 26 | +94.44K | 1.88% |
| Cambridge Investment Research Advisors, Inc. | 81.91K | Jun 30, 26 | +20.49K | 1.63% |
| ENVESTNET ASSET MANAGEMENT INC | 75.97K | Jun 30, 26 | +8.31K | 1.51% |
| Private Advisory Group LLC | 65.39K | Jun 30, 26 | +53.30K | 1.30% |
| STIFEL FINANCIAL CORP | 59.15K | Jun 30, 26 | -3.18K | 1.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 50.70K | Jun 30, 26 | +11.46K | 1.01% |
| JANE STREET GROUP, LLC | 43.77K | Jun 30, 26 | -106.22K | 0.87% |
| PFG Investments, LLC | 40.34K | Jun 30, 26 | +3.17K | 0.80% |
| MML INVESTORS SERVICES, LLC | 39.29K | Jun 30, 26 | +9.56K | 0.78% |
| MorganRosel Wealth Management, LLC | 37.89K | Jun 30, 26 | +1.30K | 0.75% |
| Trueblood Wealth Management, LLC | 30.22K | Jun 30, 26 | +774 | 0.60% |
| Equitable Holdings, Inc. | 29.10K | Jun 30, 26 | -645 | 0.58% |
| Private Advisor Group, LLC | 24.11K | Jun 30, 26 | +2.38K | 0.48% |
| NATIONAL BANK OF CANADA /FI/ | 21.09K | Jun 30, 26 | -- | 0.42% |
| JONES FINANCIAL COMPANIES LLLP | 18.68K | Jun 30, 26 | +6.95K | 0.37% |
| Del-Sette Capital Management, LLC | 18.39K | Jun 30, 26 | -3.79K | 0.37% |
| Janney Montgomery Scott LLC | 18.17K | Jun 30, 26 | +4.60K | 0.36% |
| OLD MISSION CAPITAL LLC | 18.15K | Jun 30, 26 | +18.15K | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 17.78K | Jun 30, 26 | +1.26K | 0.35% |
| FIFTH THIRD BANCORP | 17.60K | Jun 30, 26 | +12.09K | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.32K | Jun 30, 26 | +17.32K | 0.34% |
| Steward Partners Investment Advisory, LLC | 17.00K | Jun 30, 26 | -1.49K | 0.34% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16.95K | Jun 30, 26 | -250 | 0.34% |
| EP Wealth Advisors, LLC | 14.96K | Jun 30, 26 | -20 | 0.30% |
| BAROMETER CAPITAL MANAGEMENT INC. | 14.00K | Jun 30, 26 | -9.10K | 0.28% |
| Lunt Capital Management, Inc. | 13.79K | Jun 30, 26 | +13.79K | 0.27% |
| BLAIR WILLIAM & CO/IL | 13.35K | Jun 30, 26 | +11.55K | 0.27% |
| STEINBERGANNA WEALTH MANAGEMENT | 13.12K | Jun 30, 26 | -151 | 0.26% |
| IHT Wealth Management, LLC | 12.53K | Jun 30, 26 | -259 | 0.25% |
| Kingsview Wealth Management, LLC | 12.44K | Jun 30, 26 | -6.98K | 0.25% |
| GTS SECURITIES LLC | 11.92K | Jun 30, 26 | +11.92K | 0.24% |
| Resources Investment Advisors, LLC. | 11.21K | Jun 30, 26 | -- | 0.22% |
| Nicholson Wealth Management Group, LLC | 10.92K | Jun 30, 26 | +836 | 0.22% |
| Cetera Investment Advisers | 10.53K | Jun 30, 26 | -1.00K | 0.21% |
| BENJAMIN EDWARDS INC | 10.04K | Jun 30, 26 | +50 | 0.20% |
| StoneX Group Inc. | 10.03K | Jun 30, 26 | +125 | 0.20% |
| Advisory Services Network, LLC | 9.80K | Jun 30, 26 | +9.80K | 0.19% |
| EWA, LLC | 9.40K | Jun 30, 26 | +9.40K | 0.19% |
| NewEdge Advisors, LLC | 8.62K | Jun 30, 26 | -- | 0.17% |
| Integrated Wealth Concepts LLC | 8.02K | Jun 30, 26 | +8.02K | 0.16% |
| Creative Planning | 8.00K | Jun 30, 26 | +141 | 0.16% |
| Stratos Wealth Partners, LTD. | 7.52K | Jun 30, 26 | +7.52K | 0.15% |
| DAVENPORT & Co LLC | 7.14K | Jun 30, 26 | +7.14K | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 6.92K | Jun 30, 26 | +1.12K | 0.14% |
| Institute for Wealth Management, LLC. | 5.77K | Jun 30, 26 | +5.77K | 0.11% |
| CITIGROUP INC | 5.68K | Jun 30, 26 | -808 | 0.11% |
| UMB Bank, n.a. | 4.89K | Jun 30, 26 | -- | 0.10% |
| Rockefeller Capital Management L.P. | 4.40K | Jun 30, 26 | +7 | 0.09% |
| Founders Financial Alliance, LLC | 2.44K | Jun 30, 26 | +7 | 0.05% |
| BANK OF MONTREAL /CAN/ | 1.80K | Jun 30, 26 | +1.80K | 0.04% |
| NBC SECURITIES, INC. | 1.17K | Jun 30, 26 | +1.17K | 0.02% |
| Sankala Group LLC | 1.12K | Jun 30, 26 | -399 | 0.02% |
| IFP Advisors, Inc | 790 | Jun 30, 26 | +790 | 0.02% |
| Register Financial Advisors LLC | 566 | Jun 30, 26 | +15 | 0.01% |
| Global Retirement Partners, LLC | 544 | Jun 30, 26 | +544 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 537 | Jun 30, 26 | -- | 0.01% |
| Highland Investment Advisors LLC | 512 | Jun 30, 26 | +512 | 0.01% |
| Whipplewood Advisors, LLC | 505 | Jun 30, 26 | -- | 0.01% |
| Qube Research & Technologies Ltd | 294 | Jun 30, 26 | -62 | 0.01% |
| BlackRock, Inc. | 250 | Jun 30, 26 | +250 | 0.00% |
| JPMORGAN CHASE & CO | 239 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 200 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 136 | Jun 30, 26 | +136 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 118 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 118 | Jun 30, 26 | -597 | 0.00% |
| ASSETMARK, INC | 106 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 60 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -224 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -27.64K | -- |
| Heirloom Wealth Management | -- | Jun 30, 26 | -9.46K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -23.67K | -- |
| CWM, LLC | 8.55K | Mar 31, 26 | +8.22K | 0.17% |
| COMERICA BANK | 6.04K | Dec 31, 25 | +4.75K | 0.12% |
| MGB Wealth Management, LLC | 2.00K | Dec 31, 25 | -- | 0.04% |
| AVANTAX ADVISORY SERVICES, INC. | 11.06K | Jun 30, 25 | -28.61K | 0.22% |
| CAROLINAS WEALTH CONSULTING LLC | 9.85K | Mar 31, 25 | +1 | 0.20% |
| Raymond James Financial Services Advisors, Inc. | 443.61K | Sep 30, 24 | +11.38K | 8.82% |
| RAYMOND JAMES & ASSOCIATES | 168.03K | Sep 30, 24 | -19.09K | 3.34% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 107.77K | Jun 30, 24 | +96.09K | 2.14% |
| Custom Portfolio Group LLC | 419 | Jun 30, 24 | -- | 0.01% |
| HERON FINANCIAL GROUP, LLC | 51.67K | Jun 30, 23 | -426 | 1.03% |
| American Portfolios Advisors | 1.81K | Sep 30, 22 | -219 | 0.04% |
| Swaine & Leidel Wealth Services, LLC | 251 | Mar 31, 22 | +251 | 0.00% |
| NEXT Financial Group, Inc | 193 | Dec 31, 21 | +193 | 0.00% |
| Advisor Group, Inc. | 19.00K | Dec 31, 19 | +879 | 0.38% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 11.80K | Dec 31, 19 | +423 | 0.23% |
| WealthTrust Fairport, LLC | 336 | Mar 31, 19 | -- | 0.01% |
