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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 183.00K | Jun 30, 26 | +43.75K | 25.92% |
| CABOT WEALTH MANAGEMENT INC | 74.17K | Jun 30, 26 | +25.96K | 10.51% |
| Premier Path Wealth Partners, LLC | 44.80K | Jun 30, 26 | +5.08K | 6.35% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20.21K | Jun 30, 26 | +16.80K | 2.86% |
| GOLDMAN SACHS GROUP INC | 14.29K | Jun 30, 26 | +14.29K | 2.02% |
| Capital Advisors, Ltd. LLC | 12.57K | Jun 30, 26 | +711 | 1.78% |
| ASPIRIANT, LLC | 12.09K | Jun 30, 26 | -- | 1.71% |
| APPLETON PARTNERS INC/MA | 11.23K | Jun 30, 26 | -270 | 1.59% |
| Ariadne Wealth Management, LP | 7.93K | Jun 30, 26 | -785 | 1.12% |
| Equitable Holdings, Inc. | 7.61K | Jun 30, 26 | +505 | 1.08% |
| BANK OF AMERICA CORP /DE/ | 6.11K | Jun 30, 26 | +2.48K | 0.87% |
| Ethic Inc. | 5.78K | Jun 30, 26 | +3 | 0.82% |
| Keystone Financial Group | 5.72K | Jun 30, 26 | +134 | 0.81% |
| Western Wealth Management, LLC | 5.38K | Jun 30, 26 | -1.43K | 0.76% |
| Lutz Financial Services LLC | 5.01K | Jun 30, 26 | -- | 0.71% |
| MORGAN STANLEY | 4.69K | Jun 30, 26 | -19 | 0.66% |
| KWB Wealth | 4.37K | Jun 30, 26 | -- | 0.62% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.03K | Jun 30, 26 | +40 | 0.57% |
| Strategic Financial Partners, Ltd. | 3.95K | Jun 30, 26 | +13 | 0.56% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.60K | Jun 30, 26 | +2 | 0.51% |
| SENTINEL PENSION ADVISORS INC | 3.16K | Jun 30, 26 | +21 | 0.45% |
| Portland Financial Advisors Inc | 3.03K | Jun 30, 26 | -- | 0.43% |
| NBC SECURITIES, INC. | 1.23K | Jun 30, 26 | -- | 0.17% |
| Geneos Wealth Management Inc. | 597 | Jun 30, 26 | +6 | 0.08% |
| Medallion Wealth Advisors, LLC | 589 | Jun 30, 26 | -- | 0.08% |
| VSM Wealth Advisory, LLC | 488 | Jun 30, 26 | +488 | 0.07% |
| Integrated Wealth Concepts LLC | 338 | Jun 30, 26 | +338 | 0.05% |
| Asset Dedication, LLC | 277 | Jun 30, 26 | -17 | 0.04% |
| AdvisorNet Financial, Inc | 159 | Jun 30, 26 | -- | 0.02% |
| ROYAL BANK OF CANADA | 153 | Jun 30, 26 | -25 | 0.02% |
| Global Retirement Partners, LLC | 87 | Jun 30, 26 | +87 | 0.01% |
| Golden State Wealth Management, LLC | 72 | Jun 30, 26 | -- | 0.01% |
| RED REEF ADVISORS LLC | 8 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -14.50K | -- |
| CWM, LLC | 128 | Mar 31, 26 | -19 | 0.02% |
| Edge Financial Advisors LLC | -- | Dec 31, 25 | -3.59K | -- |
| FSA Wealth Management LLC | 35 | Sep 30, 25 | -- | 0.00% |
| Sebold Capital Management, Inc. | 5.86K | Jun 30, 25 | +5.86K | 0.83% |
| BMS Financial Advisors, LLC | 69.35K | Jun 30, 23 | +69.35K | 9.82% |
| Squar Milner Financial Services LLC | 61 | Mar 31, 20 | -461 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 883 | Dec 31, 19 | +117 | 0.13% |
| Catamount Wealth Management | 400 | Mar 31, 19 | -- | 0.06% |
| NEXT Financial Holdings | 350 | Mar 31, 19 | +350 | 0.05% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -25.94K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data