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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| L.K. Benson & Company, P.C. | 40.62K | Sep 30, 26 | +3.99K | 0.39% |
| SRH ADVISORS, LLC | -- | Sep 30, 26 | -2.40K | -- |
| Strid Group, LLC | 1.82M | Jun 30, 26 | +118.74K | 17.63% |
| Valley Financial Group, Inc. | 333.19K | Jun 30, 26 | +4.78K | 3.23% |
| BWM Planning, LLC | 300.79K | Jun 30, 26 | +10.45K | 2.91% |
| MENLO ADVISORS LLC | 240.37K | Jun 30, 26 | -1.00K | 2.33% |
| Empirical Finance, LLC | 219.68K | Jun 30, 26 | -56.13K | 2.13% |
| Waverly Advisors, LLC | 208.21K | Jun 30, 26 | -539 | 2.02% |
| Ethos Financial Group, LLC | 203.33K | Jun 30, 26 | -57.54K | 1.97% |
| One Degree Advisors Inc | 188.51K | Jun 30, 26 | +9.10K | 1.82% |
| RAYMOND JAMES FINANCIAL INC | 187.34K | Jun 30, 26 | +5.04K | 1.81% |
| Stillwater Private Wealth, LLC | 175.04K | Jun 30, 26 | +73.54K | 1.69% |
| Stokes Family Office, LLC | 131.69K | Jun 30, 26 | -78.98K | 1.27% |
| JPL Wealth Management, LLC | 127.56K | Jun 30, 26 | +39.61K | 1.23% |
| ROYAL BANK OF CANADA | 110.46K | Jun 30, 26 | -1.97K | 1.07% |
| Empowered Funds, LLC | 104.97K | Jun 30, 26 | +4.56K | 1.02% |
| Stratos Wealth Advisors, LLC | 97.80K | Jun 30, 26 | -30.98K | 0.95% |
| LPL Financial LLC | 92.28K | Jun 30, 26 | +4.14K | 0.89% |
| Vise Technologies, Inc. | 77.06K | Jun 30, 26 | +71.04K | 0.75% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 62.91K | Jun 30, 26 | -123.60K | 0.61% |
| Mariner, LLC | 56.12K | Jun 30, 26 | -1.88K | 0.54% |
| QUARRY HILL ADVISORS, LLC | 53.18K | Jun 30, 26 | -- | 0.51% |
| OneDigital Investment Advisors LLC | 52.22K | Jun 30, 26 | +1.72K | 0.51% |
| Equitable Holdings, Inc. | 37.53K | Jun 30, 26 | +2.64K | 0.36% |
| BAKER BOYER NATIONAL BANK | 24.97K | Jun 30, 26 | -37 | 0.24% |
| Pathstone Holdings, LLC | 23.22K | Jun 30, 26 | +7.62K | 0.22% |
| Warren Street Wealth Advisors, LLC | 19.55K | Jun 30, 26 | +519 | 0.19% |
| Cambridge Investment Research Advisors, Inc. | 18.32K | Jun 30, 26 | +7.32K | 0.18% |
| Quantinno Capital Management LP | 14.02K | Jun 30, 26 | +1.66K | 0.14% |
| Sankala Group LLC | 13.53K | Jun 30, 26 | +997 | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.46K | Jun 30, 26 | +5.96K | 0.12% |
| CENTAURUS FINANCIAL, INC. | 12.19K | Jun 30, 26 | -1.12K | 0.12% |
| Belpointe Asset Management LLC | 11.89K | Jun 30, 26 | -216 | 0.12% |
| Independent Advisor Alliance | 9.55K | Jun 30, 26 | -8.75K | 0.09% |
| LBMC INVESTMENT ADVISORS, LLC | 8.00K | Jun 30, 26 | -- | 0.08% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7.90K | Jun 30, 26 | +1.78K | 0.08% |
| OSAIC HOLDINGS, INC. | 7.43K | Jun 30, 26 | +6.82K | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 7.34K | Jun 30, 26 | -71 | 0.07% |
| TWO SIGMA INVESTMENTS, LP | 7.08K | Jun 30, 26 | +7.08K | 0.07% |
| Almanack Investment Partners, LLC. | 6.35K | Jun 30, 26 | -- | 0.06% |
| GWN SECURITIES INC. | 6.02K | Jun 30, 26 | -624 | 0.06% |
| Intrepid Financial Planning Group LLC | 5.29K | Jun 30, 26 | -15 | 0.05% |
| QUANTIFY CHAOS ADVISORS, LLC | 5.09K | Jun 30, 26 | +30 | 0.05% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 4.49K | Jun 30, 26 | +243 | 0.04% |
| &PARTNERS | 4.19K | Jun 30, 26 | +4.19K | 0.04% |
| Cetera Investment Advisers | 4.02K | Jun 30, 26 | -- | 0.04% |
| MORGAN STANLEY | 3.52K | Jun 30, 26 | +2.46K | 0.03% |
| Federation des caisses Desjardins du Quebec | 2.07K | Jun 30, 26 | -769 | 0.02% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 680 | Jun 30, 26 | -400 | 0.01% |
| JPMORGAN CHASE & CO | 624 | Jun 30, 26 | -2.69K | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 257 | Jun 30, 26 | -256 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -506 | 0.00% |
| Steward Partners Investment Advisory, LLC | -- | Jun 30, 26 | -200 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.50K | -- |
| CWM, LLC | 217.00K | Mar 31, 26 | -8.20K | 2.10% |
| Mill Creek Capital Advisors, LLC | 4.31K | Mar 31, 26 | -- | 0.04% |
| Kathleen S. Wright Associates Inc. | 105.37K | Sep 30, 25 | -957 | 1.02% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -18.22K | -- |
| Private Portfolio Partners LLC | 24.36K | Dec 31, 24 | +1.21K | 0.24% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -55 | -- |
| Raymond James Financial Services Advisors, Inc. | 120.74K | Sep 30, 24 | +6.68K | 1.17% |
| RAYMOND JAMES & ASSOCIATES | 41.31K | Sep 30, 24 | +27.18K | 0.40% |
| 9258 Wealth Management, LLC | 9.70K | Sep 30, 24 | -- | 0.09% |
| Cetera Advisor Networks LLC | 8.16K | Mar 31, 24 | -148 | 0.08% |
| PATHSTONE FAMILY OFFICE, LLC | 12.07K | Sep 30, 23 | +12.07K | 0.12% |
| Silicon Hills Wealth Management, LLC | 201.79K | Jun 30, 23 | +209 | 1.95% |
| EA Series Trust | 165.72K | Jun 30, 23 | +165.72K | 1.60% |
| Veritable, L.P. | 12.07K | Jun 30, 23 | -138 | 0.12% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6.03K | Mar 31, 22 | +6.03K | 0.06% |
| Live Your Vision, LLC | 150 | Mar 31, 19 | +150 | 0.00% |
| WFG Advisors, LP | 65.96K | Jun 30, 17 | +28.92K | 0.64% |
| Virtu KCG Holdings LLC | 21.12K | Jun 30, 17 | +21.12K | 0.20% |
| MSI Financial Services Inc | 2.10K | Dec 31, 16 | -2.38K | 0.02% |
| Carnick & Kubik, LLC | 500 | Mar 31, 16 | +500 | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
