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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Bison Wealth, LLC | -- | Sep 30, 26 | -2.35K | -- |
| MORGAN STANLEY | 362.15K | Jun 30, 26 | +1.03K | 20.88% |
| Cetera Investment Advisers | 202.98K | Jun 30, 26 | +34.43K | 11.70% |
| Per Stirling Capital Management, LLC. | 186.55K | Jun 30, 26 | +2.36K | 10.76% |
| ENVESTNET ASSET MANAGEMENT INC | 171.61K | Jun 30, 26 | +15.99K | 9.89% |
| Prospera Financial Services Inc | 129.47K | Jun 30, 26 | -12.18K | 7.46% |
| RiverFront Investment Group, LLC | 112.61K | Jun 30, 26 | -9.17K | 6.49% |
| TRUIST FINANCIAL CORP | 88.34K | Jun 30, 26 | +2.83K | 5.09% |
| ROYAL BANK OF CANADA | 48.10K | Jun 30, 26 | +3.12K | 2.77% |
| UBS Group AG | 41.73K | Jun 30, 26 | +11.32K | 2.41% |
| JANE STREET GROUP, LLC | 22.88K | Jun 30, 26 | -1.91K | 1.32% |
| Cerity Partners LLC | 21.74K | Jun 30, 26 | +601 | 1.25% |
| LPL Financial LLC | 17.91K | Jun 30, 26 | -3.31K | 1.03% |
| Baird Financial Group, Inc. | 13.97K | Jun 30, 26 | -403 | 0.81% |
| RAYMOND JAMES FINANCIAL INC | 13.19K | Jun 30, 26 | -36 | 0.76% |
| DAVENPORT & Co LLC | 12.10K | Jun 30, 26 | +732 | 0.70% |
| Stratos Wealth Advisors, LLC | 7.53K | Jun 30, 26 | +7.53K | 0.43% |
| Walkner Condon Financial Advisors LLC | 6.18K | Jun 30, 26 | +5 | 0.36% |
| CENTRAL TRUST Co | 5.97K | Jun 30, 26 | -- | 0.34% |
| Janney Montgomery Scott LLC | 5.65K | Jun 30, 26 | +5.65K | 0.33% |
| EWA, LLC | 5.61K | Jun 30, 26 | +5.61K | 0.32% |
| STIFEL FINANCIAL CORP | 3.98K | Jun 30, 26 | +1 | 0.23% |
| Dana Investment Advisors, Inc. | 3.80K | Jun 30, 26 | -- | 0.22% |
| CITADEL ADVISORS LLC | 3.53K | Jun 30, 26 | +3.53K | 0.20% |
| MONEYWISE, INC. | 3.46K | Jun 30, 26 | -- | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 3.19K | Jun 30, 26 | +918 | 0.18% |
| Strategic Equity Management | 2.92K | Jun 30, 26 | -- | 0.17% |
| Spartan Wealth Advisory Services LLC | 2.77K | Jun 30, 26 | -36 | 0.16% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 2.66K | Jun 30, 26 | -- | 0.15% |
| FIRST TRUST ADVISORS LP | 2.55K | Jun 30, 26 | -- | 0.15% |
| Bison Wealth, LLC | 2.35K | Jun 30, 26 | -- | 0.14% |
| COMPASS FINANCIAL MANAGEMENT LLC | 2.26K | Jun 30, 26 | +2.26K | 0.13% |
| FIDUCIARY FINANCIAL ADVISORS | 1.09K | Jun 30, 26 | +1.09K | 0.06% |
| HARBOUR INVESTMENTS, INC. | 946 | Jun 30, 26 | -- | 0.05% |
| NBC SECURITIES, INC. | 624 | Jun 30, 26 | -- | 0.04% |
| EVOLUTION WEALTH MANAGEMENT INC. | 546 | Jun 30, 26 | +75 | 0.03% |
| BANK OF MONTREAL /CAN/ | 422 | Jun 30, 26 | -- | 0.02% |
| Elevated Capital Advisors, LLC | 417 | Jun 30, 26 | -- | 0.02% |
| Rockefeller Capital Management L.P. | 310 | Jun 30, 26 | -- | 0.02% |
| Oakmont Advisory Group, LLC | 289 | Jun 30, 26 | +289 | 0.02% |
| NewEdge Advisors, LLC | 225 | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 185 | Jun 30, 26 | -- | 0.01% |
| Golden State Wealth Management, LLC | 170 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 170 | Jun 30, 26 | -30 | 0.01% |
| Geneos Wealth Management Inc. | 150 | Jun 30, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 130 | Jun 30, 26 | +130 | 0.01% |
| SRS Capital Advisors, Inc. | 121 | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 99 | Jun 30, 26 | +99 | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 65 | Jun 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 60 | Jun 30, 26 | +60 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2 | Jun 30, 26 | +2 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -1.28K | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -76 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -453 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -791 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -8.65K | -- |
| Brinker Capital Investments, LLC | -- | Jun 30, 26 | -9.74K | -- |
| Claris Financial LLC | 16.92K | Mar 31, 26 | +62 | 0.98% |
| Orion Portfolio Solutions, LLC | 11.53K | Mar 31, 25 | +11.53K | 0.66% |
| AlphaMark Advisors, LLC | 50 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 9.16K | Sep 30, 24 | -373 | 0.53% |
| Raymond James Financial Services Advisors, Inc. | 3.70K | Sep 30, 24 | -83 | 0.21% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 13.90K | Jun 30, 24 | -5.42K | 0.80% |
| Cetera Advisors LLC | 4.16K | Mar 31, 24 | -- | 0.24% |
| Truadvice, LLC | 10.05K | Sep 30, 23 | -9.31K | 0.58% |
| American Portfolios Advisors | 5.78K | Sep 30, 22 | +5.78K | 0.33% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -3.04K | -- |
| FormulaFolio Investments, LLC | 16.93K | Jun 30, 21 | -92 | 0.98% |
| OLD MISSION CAPITAL, LLC | 26.62K | Dec 31, 20 | +26.62K | 1.54% |
| Advisor Group, Inc. | 14.16K | Dec 31, 19 | -1.01K | 0.82% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.27K | Dec 31, 19 | -- | 0.13% |
| BB&T SECURITIES, LLC | 144.32K | Sep 30, 19 | -133.28K | 8.32% |
| HL FINANCIAL SERVICES LLC | 33.50K | Mar 31, 19 | +33.50K | 1.93% |
| SII INVESTMENTS INC/WI | 71.15K | Dec 31, 17 | +17.29K | 4.10% |
| BB&T INVESTMENT SERVICES, INC. | 11.46K | Dec 31, 17 | +2.93K | 0.66% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -4.27K | -- |
| WFG Advisors, LP | 500 | Jun 30, 17 | -- | 0.03% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -6.18K | -- |
| MSI Financial Services Inc | 11.96K | Dec 31, 16 | +2.03K | 0.69% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
