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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 |
|---|---|---|---|---|
| CX Institutional | 932 | Sep 30, 26 | -15 | 0.00% |
| EASTERN BANK | 17 | Sep 30, 26 | +17 | 0.00% |
| Tredje AP-fonden | 10.86M | Jun 30, 26 | +4.58M | 50.87% |
| MORGAN STANLEY | 2.75M | Jun 30, 26 | +71.27K | 12.90% |
| Alaska Permanent Capital Management | 1.63M | Jun 30, 26 | +8.79K | 7.65% |
| ROYAL BANK OF CANADA | 1.31M | Jun 30, 26 | +60.45K | 6.13% |
| Alaska Wealth Advisors | 1.06M | Jun 30, 26 | +3.83K | 4.97% |
| AMERIPRISE FINANCIAL INC | 808.60K | Jun 30, 26 | +35.94K | 3.79% |
| Verdence Capital Advisors LLC | 778.08K | Jun 30, 26 | +30.80K | 3.64% |
| CAPTRUST FINANCIAL ADVISORS | 571.28K | Jun 30, 26 | -3.84K | 2.68% |
| Colony Group, LLC | 566.25K | Jun 30, 26 | -22.16K | 2.65% |
| RAYMOND JAMES FINANCIAL INC | 443.19K | Jun 30, 26 | +38.45K | 2.08% |
| UBS Group AG | 264.30K | Jun 30, 26 | -13.34K | 1.24% |
| WELLS FARGO & COMPANY/MN | 224.07K | Jun 30, 26 | +76.58K | 1.05% |
| Endowment Wealth Management, Inc. | 217.22K | Jun 30, 26 | +585 | 1.02% |
| ASPIRIANT, LLC | 207.33K | Jun 30, 26 | +10.51K | 0.97% |
| Pitcairn Wealth Advisors LLC | 181.59K | Jun 30, 26 | -187.40K | 0.85% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 162.13K | Jun 30, 26 | +156.95K | 0.76% |
| Live Oak Investment Partners | 140.53K | Jun 30, 26 | +4.63K | 0.66% |
| BROWN WEALTH MANAGEMENT, LLC | 132.81K | Jun 30, 26 | +4.21K | 0.62% |
| FIFTH THIRD BANCORP | 114.88K | Jun 30, 26 | -1.51K | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 113.81K | Jun 30, 26 | +6.38K | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 108.73K | Jun 30, 26 | -20.94K | 0.51% |
| LPL Financial LLC | 105.83K | Jun 30, 26 | +19.58K | 0.50% |
| LFA - Lugano Financial Advisors SA | 104.92K | Jun 30, 26 | +6.90K | 0.49% |
| AXXCESS WEALTH MANAGEMENT, LLC | 104.03K | Jun 30, 26 | +104.03K | 0.49% |
| Darwin Wealth Management, LLC | 104.03K | Jun 30, 26 | +3.43K | 0.49% |
| UMB Bank, n.a. | 99.62K | Jun 30, 26 | -117.26K | 0.47% |
| Baron Financial Group, LLC | 98.89K | Jun 30, 26 | +515 | 0.46% |
| MML INVESTORS SERVICES, LLC | 77.87K | Jun 30, 26 | +5.30K | 0.36% |
| Private Advisor Group, LLC | 68.73K | Jun 30, 26 | -7.59K | 0.32% |
| Twelve Points Wealth Management LLC | 68.01K | Jun 30, 26 | +6.18K | 0.32% |
| Wealth High Governance Asset Management Ltda. | 67.70K | Jun 30, 26 | -21.29K | 0.32% |
| Mariner, LLC | 63.07K | Jun 30, 26 | +1.89K | 0.30% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 59.83K | Jun 30, 26 | +59.83K | 0.28% |
| Diversify Advisory Services, LLC | 59.83K | Jun 30, 26 | +59.83K | 0.28% |
| Patten Group, Inc. | 58.12K | Jun 30, 26 | -3.94K | 0.27% |
| Waverly Advisors, LLC | 51.56K | Jun 30, 26 | +4.96K | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45.92K | Jun 30, 26 | -12.98K | 0.22% |
| Empirical Asset Management, LLC | 45.66K | Jun 30, 26 | +2.88K | 0.21% |
| Q3 Asset Management | 40.87K | Jun 30, 26 | +40.87K | 0.19% |
| CITADEL ADVISORS LLC | 38.09K | Jun 30, 26 | +38.09K | 0.18% |
| Hyposwiss Advisors SA | 37.60K | Jun 30, 26 | -14.90K | 0.18% |
| HBK Sorce Advisory LLC | 31.33K | Jun 30, 26 | -945 | 0.15% |
| Rockefeller Capital Management L.P. | 29.52K | Jun 30, 26 | +24.12K | 0.14% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 28.47K | Jun 30, 26 | -4.82K | 0.13% |
| Snowden Capital Advisors LLC | 28.37K | Jun 30, 26 | -- | 0.13% |
| HANCOCK WHITNEY CORP | 26.74K | Jun 30, 26 | -547 | 0.13% |
| BNP PARIBAS ARBITRAGE, SNC | 24.73K | Jun 30, 26 | +8.92K | 0.12% |
| Moors & Cabot, Inc. | 23.64K | Jun 30, 26 | +7.90K | 0.11% |
| FLAGSHIP HARBOR ADVISORS, LLC | 21.32K | Jun 30, 26 | +71 | 0.10% |
| CreativeOne Wealth, LLC | 20.77K | Jun 30, 26 | -611 | 0.10% |
| Rathbones Group PLC | 18.20K | Jun 30, 26 | +574 | 0.09% |
| Advisors Preferred, LLC | 17.14K | Jun 30, 26 | +16.78K | 0.08% |
| Betterment LLC | 16.44K | Jun 30, 26 | +54 | 0.08% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 14.61K | Jun 30, 26 | +4.55K | 0.07% |
| NBC SECURITIES, INC. | 14.42K | Jun 30, 26 | +756 | 0.07% |
| BASSO CAPITAL MANAGEMENT, L.P. | 14.34K | Jun 30, 26 | +14.34K | 0.07% |
| Farther Finance Advisors, LLC | 14.16K | Jun 30, 26 | +12.03K | 0.07% |
| Granite Bay Wealth Management, LLC | 14.12K | Jun 30, 26 | +14.12K | 0.07% |
| Cetera Investment Advisers | 14.06K | Jun 30, 26 | -2.21K | 0.07% |
| PROSPERITY BANCSHARES INC | 13.85K | Jun 30, 26 | +1.81K | 0.06% |
| BANK OF MONTREAL /CAN/ | 10.72K | Jun 30, 26 | -6.87K | 0.05% |
| STIFEL FINANCIAL CORP | 10.45K | Jun 30, 26 | +38 | 0.05% |
| Allworth Financial LP | 10.31K | Jun 30, 26 | +6.12K | 0.05% |
| NorthRock Partners, LLC | 9.87K | Jun 30, 26 | -211 | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.42K | Jun 30, 26 | +667 | 0.04% |
| StoneX Group Inc. | 9.02K | Jun 30, 26 | +372 | 0.04% |
| HighTower Advisors, LLC | 8.20K | Jun 30, 26 | -2.66K | 0.04% |
| Pallas Capital Advisors LLC | 7.92K | Jun 30, 26 | -14 | 0.04% |
| Perigon Wealth Management, LLC | 7.03K | Jun 30, 26 | +25 | 0.03% |
| Hexagon Capital Partners LLC | 7.00K | Jun 30, 26 | -- | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 6.94K | Jun 30, 26 | -- | 0.03% |
| Steward Partners Investment Advisory, LLC | 6.64K | Jun 30, 26 | -- | 0.03% |
| DAVIS R M INC | 6.54K | Jun 30, 26 | -- | 0.03% |
| Bison Wealth, LLC | 6.45K | Jun 30, 26 | +6.45K | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 6.38K | Jun 30, 26 | +106 | 0.03% |
| Stonebridge Financial Planning Group, LLC | 6.20K | Jun 30, 26 | +6.20K | 0.03% |
| STEPHENS INC /AR/ | 6.03K | Jun 30, 26 | -- | 0.03% |
| TRUIST FINANCIAL CORP | 5.92K | Jun 30, 26 | -101 | 0.03% |
| J.Safra Asset Management Corp | 5.78K | Jun 30, 26 | +363 | 0.03% |
| Sincerus Advisory, LLC | 5.69K | Jun 30, 26 | +5.69K | 0.03% |
| COMPASS FINANCIAL MANAGEMENT LLC | 4.76K | Jun 30, 26 | +4.76K | 0.02% |
| HARBOUR INVESTMENTS, INC. | 4.46K | Jun 30, 26 | +4.46K | 0.02% |
| EP Wealth Advisors, LLC | 3.52K | Jun 30, 26 | +3.52K | 0.02% |
| PEOPLES FINANCIAL SERVICES CORP. | 3.18K | Jun 30, 26 | -- | 0.01% |
| EFG International AG | 2.60K | Jun 30, 26 | -1.20K | 0.01% |
| PRIVATE TRUST CO NA | 1.95K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 1.65K | Jun 30, 26 | +1.65K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.13K | Jun 30, 26 | +16 | 0.01% |
| FMR LLC | 693 | Jun 30, 26 | +375 | 0.00% |
| Global Retirement Partners, LLC | 307 | Jun 30, 26 | +307 | 0.00% |
| Spire Wealth Management | 260 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 120 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 114 | Jun 30, 26 | -3 | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 85 | Jun 30, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 51 | Jun 30, 26 | -- | 0.00% |
| MCF Advisors LLC | 36 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 2 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -5 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -382 | -- |
| Elyxium Wealth, LLC | -- | Jun 30, 26 | -9.85K | -- |
| HUNTINGTON NATIONAL BANK | -- | Jun 30, 26 | -1.31K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -444 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -657 | -- |
| Phillip James Consulting Co. | -- | Jun 30, 26 | -785 | -- |
| Cooper Financial Group | -- | Jun 30, 26 | -17.17K | -- |
| CHILTON CAPITAL MANAGEMENT LLC | -- | Jun 30, 26 | -80 | -- |
| CWM, LLC | 1.91K | Mar 31, 26 | +27 | 0.01% |
| Financial Connections Group, Inc. | 449 | Mar 31, 26 | +449 | 0.00% |
| COMERICA BANK | 122.87K | Dec 31, 25 | -2.30K | 0.58% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -382 | -- |
| PITCAIRN CO | 1.81M | Sep 30, 25 | +129.31K | 8.46% |
| FSA Wealth Management LLC | 22 | Sep 30, 25 | -- | 0.00% |
| WOLVERINE TRADING, LLC | -- | Sep 30, 25 | -9.33K | -- |
| Congress Wealth Management LLC / DE / | 213.77K | Jun 30, 25 | +213.77K | 1.00% |
| Wolf Group Capital Advisors | 99.09K | Mar 31, 25 | -20.61K | 0.46% |
| CAROLINAS WEALTH CONSULTING LLC | -- | Mar 31, 25 | -2.61K | -- |
| HTLF Bank | 592.57K | Dec 31, 24 | -13.88K | 2.78% |
| RAYMOND JAMES & ASSOCIATES | 169.23K | Sep 30, 24 | +5.49K | 0.79% |
| Raymond James Financial Services Advisors, Inc. | 106.58K | Sep 30, 24 | +1.86K | 0.50% |
| RAYMOND JAMES TRUST N.A. | 7.90K | Sep 30, 24 | +7.90K | 0.04% |
| Aspire Wealth Management Corp | 2.11K | Sep 30, 24 | -655 | 0.01% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10.91K | Mar 31, 24 | -18.11K | 0.05% |
| Cetera Advisors LLC | -- | Mar 31, 24 | -6.72K | -- |
| Baystate Wealth Management LLC | 19.54K | Dec 31, 23 | -1 | 0.09% |
| COLONY GROUP LLC | 900.11K | Sep 30, 23 | -46.94K | 4.22% |
| DUBUQUE BANK & TRUST CO | 582.89K | Sep 30, 23 | +6.00K | 2.73% |
| BerganKDV Wealth Management, LLC | 3.55K | Jun 30, 23 | -1.49K | 0.02% |
| First Capital Advisors Group, LLC. | 369 | Jun 30, 23 | +369 | 0.00% |
| Quantitative Advantage, LLC | 501.44K | Mar 31, 23 | +18.33K | 2.35% |
| Catalyst Wealth Management, LLC | 9.00K | Mar 31, 23 | -145 | 0.04% |
| BANK OF THE WEST | 164.44K | Dec 31, 22 | -7.54K | 0.77% |
| UBP Investment Advisors SA | 399.04K | Sep 30, 22 | -79.70K | 1.87% |
| 55I, LLC | 83.52K | Sep 30, 22 | +41.83K | 0.39% |
| American Portfolios Advisors | 3.63K | Sep 30, 22 | +3.63K | 0.02% |
| Lake Point Wealth Management | 6.09K | Jun 30, 22 | -290 | 0.03% |
| IndexIQ Advisors LLC | 26.31K | Mar 31, 22 | +18.87K | 0.12% |
| Nauset Wealth Management. LLC | 200 | Mar 31, 22 | +200 | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -5.85K | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 14.17K | Sep 30, 21 | +120 | 0.07% |
| Paracle Advisors, LLC | 1.11M | Mar 31, 21 | +83.09K | 5.22% |
| Wealthspire Advisors, L.P. | -- | Sep 30, 20 | -9.68K | -- |
| BRINKER CAPITAL INC | 27.72K | Jun 30, 20 | -77.82K | 0.13% |
| Global Financial Private Capital, Inc | 116 | Jun 30, 20 | -- | 0.00% |
| Private Vista, LLC | -- | Jun 30, 20 | -140.48K | -- |
| Advisor Group, Inc. | 203.10K | Dec 31, 19 | +3.54K | 0.95% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 15.12K | Dec 31, 19 | -2.41K | 0.07% |
| WealthTrust Fairport, LLC | 2.02M | Mar 31, 19 | -2.20K | 9.45% |
| AT Bancorp | 1.12M | Mar 31, 19 | +1.07K | 5.23% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 30.34K | Mar 31, 19 | -1.45K | 0.14% |
| Live Your Vision, LLC | 4.05K | Mar 31, 19 | -- | 0.02% |
| Alpha Quant Advisors, LLC | 741 | Mar 31, 19 | -1 | 0.00% |
| Ceros Financial Services Inc. | 681 | Mar 31, 19 | +681 | 0.00% |
| Opes Advisors Inc | 10.91K | Dec 31, 18 | +10.91K | 0.05% |
| COMERICA SECURITIES INC | -- | Dec 31, 18 | -36.09K | -- |
| Vestpro Financial Partners, Inc. dba CPF Texas | 587 | Sep 30, 18 | +587 | 0.00% |
| BB&T INVESTMENT SERVICES, INC. | 479 | Dec 31, 17 | -38 | 0.00% |
| Concert Wealth Management Inc. | 11.38K | Sep 30, 17 | -292 | 0.05% |
| Virtu KCG Holdings LLC | 40.92K | Jun 30, 17 | -73.17K | 0.19% |
| Commonwealth Equity Services, Inc | 20.99K | Jun 30, 17 | -5.03K | 0.10% |
| WFG Advisors, LP | 54 | Jun 30, 17 | -- | 0.00% |
| MSI Financial Services Inc | 26.43K | Dec 31, 16 | -8.50K | 0.12% |
| Strategic Capital Alternatives LLC | 12.55K | Mar 31, 16 | +12.55K | 0.06% |
| Gupta Wealth Management LLC | 3.00K | Mar 31, 16 | -- | 0.01% |
| Carnick & Kubik, LLC | 100 | Mar 31, 16 | +100 | 0.00% |
| CURIAN CAPITAL LLC | 12.44K | Dec 31, 15 | -24.71K | 0.06% |
| MANAGED ACCOUNT ADVISORS LLC | 1.04K | Jun 30, 15 | +710 | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 31.88K | Dec 31, 14 | +3.32K | 0.15% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -852.29K | -- |
| UBS AG | 251.20K | Sep 30, 14 | -130.84K | 1.18% |
| Strategic Capital Group LLC | 43.62K | Jun 30, 14 | +6.95K | 0.20% |
| Jane Street Holding, LLC | 116.15K | Dec 31, 13 | +43.05K | 0.54% |
