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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 233.44K | Jun 30, 26 | -26.30K | 29.17% |
| Janney Montgomery Scott LLC | 117.60K | Jun 30, 26 | +6.99K | 14.69% |
| MORGAN STANLEY | 51.91K | Jun 30, 26 | -5.27K | 6.49% |
| BANK OF AMERICA CORP /DE/ | 42.02K | Jun 30, 26 | -4.04K | 5.25% |
| LPL Financial LLC | 40.47K | Jun 30, 26 | -3.53K | 5.06% |
| GOLDMAN SACHS GROUP INC | 27.55K | Jun 30, 26 | +11.88K | 3.44% |
| ADVISOR GROUP HOLDINGS, INC. | 26.23K | Jun 30, 26 | +22.30K | 3.28% |
| TWO SIGMA INVESTMENTS, LP | 25.00K | Jun 30, 26 | +25.00K | 3.12% |
| AlphaCore Capital LLC | 18.96K | Jun 30, 26 | +1.42K | 2.37% |
| RAYMOND JAMES FINANCIAL INC | 17.58K | Jun 30, 26 | -1.08K | 2.20% |
| Cetera Investment Advisers | 14.66K | Jun 30, 26 | -106 | 1.83% |
| Kingsview Wealth Management, LLC | 14.29K | Jun 30, 26 | +738 | 1.79% |
| Advisory Services Network, LLC | 11.93K | Jun 30, 26 | +2.14K | 1.49% |
| Trueblood Wealth Management, LLC | 10.80K | Jun 30, 26 | +115 | 1.35% |
| Cambridge Investment Research Advisors, Inc. | 9.22K | Jun 30, 26 | +3.67K | 1.15% |
| IHT Wealth Management, LLC | 8.72K | Jun 30, 26 | -10.03K | 1.09% |
| Tower Research Capital LLC (TRC) | 7.76K | Jun 30, 26 | +6.21K | 0.97% |
| ENVESTNET ASSET MANAGEMENT INC | 7.68K | Jun 30, 26 | +3.65K | 0.96% |
| Leelyn Smith, LLC | 7.64K | Jun 30, 26 | +7.64K | 0.96% |
| ROYAL BANK OF CANADA | 7.02K | Jun 30, 26 | -60 | 0.88% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.30K | Jun 30, 26 | -4.21K | 0.54% |
| Keating Financial Advisory Services, Inc. | 4.24K | Jun 30, 26 | -- | 0.53% |
| TRUIST FINANCIAL CORP | 3.97K | Jun 30, 26 | +3 | 0.50% |
| PEAPACK GLADSTONE FINANCIAL CORP | 3.83K | Jun 30, 26 | -100 | 0.48% |
| AMERIPRISE FINANCIAL INC | 3.66K | Jun 30, 26 | -50 | 0.46% |
| UBS Group AG | 3.31K | Jun 30, 26 | -2.33K | 0.41% |
| Global Retirement Partners, LLC | 2.51K | Jun 30, 26 | +2.51K | 0.31% |
| Cherry Tree Wealth Management, LLC | 1.30K | Jun 30, 26 | -- | 0.16% |
| IFP Advisors, Inc | 1.20K | Jun 30, 26 | -- | 0.15% |
| Steward Partners Investment Advisory, LLC | 780 | Jun 30, 26 | +3 | 0.10% |
| Advantage Trust Co | 600 | Jun 30, 26 | +600 | 0.07% |
| FMR LLC | 543 | Jun 30, 26 | -397 | 0.07% |
| Capital Investment Advisory Services, LLC | 530 | Jun 30, 26 | -- | 0.07% |
| Geneos Wealth Management Inc. | 500 | Jun 30, 26 | -- | 0.06% |
| JPMORGAN CHASE & CO | 427 | Jun 30, 26 | -2.26K | 0.05% |
| SRS Capital Advisors, Inc. | 320 | Jun 30, 26 | +320 | 0.04% |
| Rockefeller Capital Management L.P. | 219 | Jun 30, 26 | +1 | 0.03% |
| ASSETMARK, INC | 212 | Jun 30, 26 | -- | 0.03% |
| Financial Network Wealth Advisors LLC | 209 | Jun 30, 26 | +209 | 0.03% |
| WELLS FARGO & COMPANY/MN | 178 | Jun 30, 26 | +178 | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 112 | Jun 30, 26 | -- | 0.01% |
| Qube Research & Technologies Ltd | 82 | Jun 30, 26 | -- | 0.01% |
| HORIZON BANCORP INC /IN/ | 14 | Jun 30, 26 | -- | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -8.84K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -30 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -150 | -- |
| Advisors Preferred, LLC | -- | Jun 30, 26 | -413 | -- |
| SILVER OAK SECURITIES, INCORPORATED | -- | Jun 30, 26 | -5.96K | -- |
| Householder Group Estate & Retirement Specialist, LLC | 194 | Dec 31, 24 | +1 | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 14.81K | Sep 30, 24 | -2.19K | 1.85% |
| RAYMOND JAMES & ASSOCIATES | 6.37K | Sep 30, 24 | -98 | 0.80% |
| Cetera Advisor Networks LLC | 25.40K | Mar 31, 24 | -2.86K | 3.17% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -295 | -- |
| Quantitative Advantage, LLC | 5.33K | Mar 31, 23 | -- | 0.67% |
| American Portfolios Advisors | 100 | Sep 30, 22 | -- | 0.01% |
| MURPHY CAPITAL MANAGEMENT INC | 5.48K | Jun 30, 22 | +340 | 0.68% |
| NEXT Financial Group, Inc | 8.71K | Dec 31, 21 | +8.48K | 1.09% |
| Advisor Group, Inc. | 5.85K | Dec 31, 19 | +2 | 0.73% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.22K | Dec 31, 19 | -- | 0.15% |
| NEXT Financial Holdings | 300 | Mar 31, 19 | +300 | 0.04% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data