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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 |
|---|---|---|---|---|
| LPL Financial LLC | 4.06M | Jun 30, 26 | +393.60K | 4.78% |
| BANK OF AMERICA CORP /DE/ | 3.41M | Jun 30, 26 | +127.46K | 4.01% |
| MORGAN STANLEY | 2.79M | Jun 30, 26 | +188.53K | 3.29% |
| AMERIPRISE FINANCIAL INC | 1.52M | Jun 30, 26 | +225.87K | 1.79% |
| WELLS FARGO & COMPANY/MN | 1.05M | Jun 30, 26 | +40.74K | 1.23% |
| Cetera Investment Advisers | 959.05K | Jun 30, 26 | +350.95K | 1.13% |
| TCG Advisory Services, LLC | 942.83K | Jun 30, 26 | +41.68K | 1.11% |
| AlphaStar Capital Management, LLC | 666.94K | Jun 30, 26 | +19.90K | 0.79% |
| UBS Group AG | 648.02K | Jun 30, 26 | -28.72K | 0.76% |
| Brookstone Capital Management | 605.93K | Jun 30, 26 | +18.17K | 0.71% |
| ROYAL BANK OF CANADA | 576.24K | Jun 30, 26 | +20.04K | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 575.15K | Jun 30, 26 | +31.47K | 0.68% |
| Thrive Capital Management, LLC | 505.49K | Jun 30, 26 | +34.95K | 0.60% |
| Proficio Capital Partners LLC | 462.89K | Jun 30, 26 | +462.89K | 0.55% |
| Venture Visionary Partners LLC | 343.60K | Jun 30, 26 | +12.16K | 0.40% |
| Baird Financial Group, Inc. | 317.12K | Jun 30, 26 | +73.10K | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 315.58K | Jun 30, 26 | -55.63K | 0.37% |
| ENVESTNET ASSET MANAGEMENT INC | 284.70K | Jun 30, 26 | -18.17K | 0.34% |
| PRINCIPAL SECURITIES, INC. | 231.07K | Jun 30, 26 | -207.11K | 0.27% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 221.00K | Jun 30, 26 | +46.20K | 0.26% |
| AE Wealth Management LLC | 203.55K | Jun 30, 26 | -5.43K | 0.24% |
| NewEdge Advisors, LLC | 171.26K | Jun 30, 26 | -14.34K | 0.20% |
| CreativeOne Wealth, LLC | 161.47K | Jun 30, 26 | +22.51K | 0.19% |
| Mesirow Financial Investment Management, Inc. | 158.47K | Jun 30, 26 | +4.65K | 0.19% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 148.12K | Jun 30, 26 | +10.53K | 0.17% |
| RFG Advisory, LLC | 144.01K | Jun 30, 26 | +1.65K | 0.17% |
| Institute for Wealth Management, LLC. | 143.82K | Jun 30, 26 | -1.25K | 0.17% |
| Palacios Wealth Management, LLC | 137.78K | Jun 30, 26 | -23.91K | 0.16% |
| Newbridge Financial Services Group, Inc. | 135.88K | Jun 30, 26 | -1.50K | 0.16% |
| Kestra Advisory Services, LLC | 129.16K | Jun 30, 26 | -19.56K | 0.15% |
| J.W. COLE ADVISORS, INC. | 128.85K | Jun 30, 26 | +1.40K | 0.15% |
| Janney Montgomery Scott LLC | 125.80K | Jun 30, 26 | -203 | 0.15% |
| Apella Capital, LLC | 123.26K | Jun 30, 26 | -3.94K | 0.15% |
| Rockefeller Capital Management L.P. | 120.68K | Jun 30, 26 | +21.71K | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 112.54K | Jun 30, 26 | -3.14K | 0.13% |
| Formidable Asset Management, LLC | 105.49K | Jun 30, 26 | -7.12K | 0.12% |
| OneAscent Family Office, LLC | 86.87K | Jun 30, 26 | +24.91K | 0.10% |
| STIFEL FINANCIAL CORP | 82.48K | Jun 30, 26 | -7.40K | 0.10% |
| Garner Asset Management Corp | 80.62K | Jun 30, 26 | +10.54K | 0.09% |
| Triumph Capital Management | 79.98K | Jun 30, 26 | +2.73K | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 79.77K | Jun 30, 26 | +1.51K | 0.09% |
| High Net Worth Advisory Group LLC | 71.73K | Jun 30, 26 | +1.14K | 0.08% |
| RiverFront Investment Group, LLC | 67.84K | Jun 30, 26 | +7.94K | 0.08% |
| Solutions 4 Wealth, Ltd | 63.46K | Jun 30, 26 | +1.80K | 0.07% |
| CITADEL ADVISORS LLC | 61.26K | Jun 30, 26 | +41.73K | 0.07% |
| NWF Advisory Services Inc. | 57.78K | Jun 30, 26 | -3.10K | 0.07% |
| Resurgent Financial Advisors LLC | 55.18K | Jun 30, 26 | +3.52K | 0.07% |
| Dynamic Advisor Solutions LLC | 55.09K | Jun 30, 26 | +9.60K | 0.06% |
| Fiduciary Alliance LLC | 54.12K | Jun 30, 26 | +3.08K | 0.06% |
| Oakmont Advisory Group, LLC | 53.63K | Jun 30, 26 | +4.17K | 0.06% |
| Stratos Wealth Partners, LTD. | 51.94K | Jun 30, 26 | -27.73K | 0.06% |
| MML INVESTORS SERVICES, LLC | 50.22K | Jun 30, 26 | +6.10K | 0.06% |
| Abel Hall, LLC | 49.00K | Jun 30, 26 | -- | 0.06% |
| SageGuard Financial Group, LLC | 47.70K | Jun 30, 26 | -14.46K | 0.06% |
| Trilogy Capital Inc. | 47.50K | Jun 30, 26 | -5.41K | 0.06% |
| PMG Family Office LLC | 42.91K | Jun 30, 26 | +1.23K | 0.05% |
| PFG Investments, LLC | 42.44K | Jun 30, 26 | -7 | 0.05% |
| Arete Wealth Advisors, LLC | 41.01K | Jun 30, 26 | +41.01K | 0.05% |
| FOCUSED ALPHA, LLC | 39.21K | Jun 30, 26 | +15.75K | 0.05% |
| Kovack Advisors, Inc. | 38.84K | Jun 30, 26 | +1.45K | 0.05% |
| MILESTONE ASSET MANAGEMENT, LLC | 38.35K | Jun 30, 26 | +38.35K | 0.05% |
| Equitable Holdings, Inc. | 37.87K | Jun 30, 26 | -10.96K | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 37.74K | Jun 30, 26 | -3.90K | 0.04% |
| Wealthfront Advisers LLC | 36.65K | Jun 30, 26 | +4.12K | 0.04% |
| Comprehensive Money Management Services LLC | 35.92K | Jun 30, 26 | -2.70K | 0.04% |
| Koshinski Asset Management, Inc. | 35.91K | Jun 30, 26 | -1.21K | 0.04% |
| SBI Securities Co., Ltd. | 35.09K | Jun 30, 26 | -2.63K | 0.04% |
| Concurrent Investment Advisors, LLC | 34.51K | Jun 30, 26 | +3.00K | 0.04% |
| Buckingham Strategic Partners | 33.02K | Jun 30, 26 | +2 | 0.04% |
| Independent Advisor Alliance | 32.88K | Jun 30, 26 | -18.60K | 0.04% |
| Ameritas Advisory Services, LLC | 30.67K | Jun 30, 26 | +5.09K | 0.04% |
| QP WEALTH MANAGEMENT, LLC | 30.28K | Jun 30, 26 | -470 | 0.04% |
| Regal Investment Advisors LLC | 30.05K | Jun 30, 26 | +578 | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 29.02K | Jun 30, 26 | +9.90K | 0.03% |
| BANK OF MONTREAL /CAN/ | 27.50K | Jun 30, 26 | +3.50K | 0.03% |
| Sigma Planning Corp | 27.34K | Jun 30, 26 | -3.00K | 0.03% |
| Copley Financial Group, Inc. | 25.39K | Jun 30, 26 | +7.39K | 0.03% |
| Mutual Advisors, LLC | 25.38K | Jun 30, 26 | +4.20K | 0.03% |
| SALEM INVESTMENT COUNSELORS INC | 25.25K | Jun 30, 26 | +20.90K | 0.03% |
| Valeo Financial Advisors, LLC | 24.15K | Jun 30, 26 | -- | 0.03% |
| WEDBUSH SECURITIES INC | 24.12K | Jun 30, 26 | -900 | 0.03% |
| CI Private Wealth, LLC | 24.08K | Jun 30, 26 | -141 | 0.03% |
| NOTTINGHAM ADVISORS, INC. | 23.90K | Jun 30, 26 | -- | 0.03% |
| CERTIOR FINANCIAL GROUP, LLC | 23.03K | Jun 30, 26 | -2.96K | 0.03% |
| Foundations Investment Advisors, LLC | 22.64K | Jun 30, 26 | -2.47K | 0.03% |
| XML Financial, LLC | 22.15K | Jun 30, 26 | -3.00K | 0.03% |
| First Heartland Consultants, Inc. | 21.87K | Jun 30, 26 | +154 | 0.03% |
| Atlantic Private Wealth, LLC | 20.95K | Jun 30, 26 | -- | 0.02% |
| Mariner, LLC | 20.71K | Jun 30, 26 | +20.71K | 0.02% |
| Founders Financial Alliance, LLC | 20.68K | Jun 30, 26 | +1.33K | 0.02% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 20.23K | Jun 30, 26 | +690 | 0.02% |
| Perennial Investment Advisors, LLC | 19.93K | Jun 30, 26 | +593 | 0.02% |
| Capital CS Group, LLC | 19.56K | Jun 30, 26 | +137 | 0.02% |
| SRS Capital Advisors, Inc. | 19.14K | Jun 30, 26 | +573 | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 17.85K | Jun 30, 26 | -1.00K | 0.02% |
| B. Riley Wealth Advisors, Inc. | 16.71K | Jun 30, 26 | +1.54K | 0.02% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 16.20K | Jun 30, 26 | -- | 0.02% |
| D.A. DAVIDSON & CO. | 15.95K | Jun 30, 26 | -- | 0.02% |
| KINGSWOOD WEALTH ADVISORS, LLC | 15.57K | Jun 30, 26 | +2.95K | 0.02% |
| Stablepoint Partners, LLC | 15.52K | Jun 30, 26 | +404 | 0.02% |
| Y-Intercept (Hong Kong) Ltd | 15.44K | Jun 30, 26 | +15.44K | 0.02% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14.69K | Jun 30, 26 | -1.22K | 0.02% |
| Retirement Planning Co of New England, Inc. | 14.28K | Jun 30, 26 | -1.36K | 0.02% |
| Foguth Wealth Management, LLC. | 14.00K | Jun 30, 26 | -- | 0.02% |
| Private Advisor Group, LLC | 13.94K | Jun 30, 26 | -88.58K | 0.02% |
| COLUMBIA ADVISORY PARTNERS LLC | 13.93K | Jun 30, 26 | +534 | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.86K | Jun 30, 26 | -29.73K | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13.82K | Jun 30, 26 | +98 | 0.02% |
| Tactive Advisors, LLC | 13.80K | Jun 30, 26 | +13.80K | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13.72K | Jun 30, 26 | +3.37K | 0.02% |
| Qube Research & Technologies Ltd | 13.05K | Jun 30, 26 | +3.24K | 0.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | 12.99K | Jun 30, 26 | +12.99K | 0.02% |
| WORLD EQUITY GROUP, INC. | 12.68K | Jun 30, 26 | +1.18K | 0.01% |
| Accel Wealth Management | 12.62K | Jun 30, 26 | -756 | 0.01% |
| Pasadena Private Wealth, LLC | 12.50K | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 12.15K | Jun 30, 26 | -- | 0.01% |
| PRIVATE CLIENT SERVICES, LLC | 12.06K | Jun 30, 26 | -1.52K | 0.01% |
| Chicago Partners Investment Group LLC | 11.91K | Jun 30, 26 | +11.91K | 0.01% |
| StoneX Group Inc. | 11.11K | Jun 30, 26 | -3.94K | 0.01% |
| CWA Asset Management Group, LLC | 10.94K | Jun 30, 26 | +49 | 0.01% |
| ETF Store, Inc. | 10.85K | Jun 30, 26 | +145 | 0.01% |
| Ulland Investment Advisors, LLC | 10.80K | Jun 30, 26 | +2.50K | 0.01% |
| Portfolio Strategies, Inc. | 10.22K | Jun 30, 26 | -634 | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 10.08K | Jun 30, 26 | +10.08K | 0.01% |
| Farther Finance Advisors, LLC | 9.56K | Jun 30, 26 | +8.26K | 0.01% |
| Caitlin John, LLC | 7.00K | Jun 30, 26 | -2.02K | 0.01% |
| Steward Partners Investment Advisory, LLC | 6.66K | Jun 30, 26 | +2.44K | 0.01% |
| IFG Advisory, LLC | 6.05K | Jun 30, 26 | +6.05K | 0.01% |
| IFP Advisors, Inc | 4.71K | Jun 30, 26 | +195 | 0.01% |
| Murphy & Mullick Capital Management Corp | 3.98K | Jun 30, 26 | -592 | 0.00% |
| Quent Capital, LLC | 3.75K | Jun 30, 26 | +3.75K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3.72K | Jun 30, 26 | +190 | 0.00% |
| MeadowBrook Investment Advisors LLC | 3.70K | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 3.34K | Jun 30, 26 | -- | 0.00% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2.74K | Jun 30, 26 | +35 | 0.00% |
| HOWE & RUSLING INC | 2.10K | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 1.90K | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 1.88K | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 1.84K | Jun 30, 26 | +725 | 0.00% |
| FIFTH THIRD BANCORP | 1.64K | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 1.50K | Jun 30, 26 | +14 | 0.00% |
| JPMORGAN CHASE & CO | 1.48K | Jun 30, 26 | +128 | 0.00% |
| Integrated Wealth Concepts LLC | 1.35K | Jun 30, 26 | +1.35K | 0.00% |
| Coastal Investment Advisors, Inc. | 1.07K | Jun 30, 26 | +1.07K | 0.00% |
| Whipplewood Advisors, LLC | 1.05K | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 1.00K | Jun 30, 26 | -- | 0.00% |
| Avion Wealth | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| BlackRock, Inc. | 985 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 864 | Jun 30, 26 | -15.56K | 0.00% |
| RMG Wealth Management LLC | 772 | Jun 30, 26 | +23 | 0.00% |
| Larson Financial Group LLC | 685 | Jun 30, 26 | +684 | 0.00% |
| Capital Analysts, LLC | 572 | Jun 30, 26 | -17 | 0.00% |
| FMR LLC | 458 | Jun 30, 26 | -74 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 450 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 450 | Jun 30, 26 | +450 | 0.00% |
| SIMS INVESTMENT MANAGEMENT, LLC | 383 | Jun 30, 26 | +383 | 0.00% |
| Archer Investment Corp | 200 | Jun 30, 26 | -- | 0.00% |
| LifeSteps Financial, Inc. | 175 | Jun 30, 26 | +175 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 79 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 42 | Jun 30, 26 | +42 | 0.00% |
| AdvisorNet Financial, Inc | 37 | Jun 30, 26 | +1 | 0.00% |
| Blume Capital Management, Inc. | 15 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 7 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 5 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -922 | -- |
| Luminist Capital LLC | -- | Jun 30, 26 | -4.78K | -- |
| Clearstead Advisors, LLC | -- | Jun 30, 26 | -20.28K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -49.87K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.43K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -500 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -8.89K | -- |
| TopTier Wealth Management, LLC | -- | Jun 30, 26 | -779 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -11.17K | -- |
| GROUP ONE TRADING, L.P. | -- | Jun 30, 26 | -3.32K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -9.31K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -4 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -61 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -23 | -- |
| Patriot Financial Group Insurance Agency, LLC | -- | Jun 30, 26 | -12.36K | -- |
| Atlas Private Wealth Advisors | -- | Jun 30, 26 | -16.18K | -- |
| Turtle Creek Wealth Advisors, LLC | -- | Jun 30, 26 | -1.01K | -- |
| IMC-Chicago, LLC | -- | Jun 30, 26 | -38.93K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -3.02K | -- |
| Sandbox Financial Partners, LLC | 22.87K | Mar 31, 26 | -- | 0.03% |
| Jaffetilchin Investment Partners, LLC | 18.15K | Mar 31, 26 | +6.13K | 0.02% |
| Anfield Capital Management, LLC | 3.40K | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | 1.98K | Mar 31, 26 | +58 | 0.00% |
| COMERICA BANK | 40 | Dec 31, 25 | -8.03K | 0.00% |
| CIBC Private Wealth Group, LLC | -- | Dec 31, 25 | -5.63K | -- |
| MAS Advisors LLC | 31.38K | Sep 30, 25 | +3.50K | 0.04% |
| AVANTAX ADVISORY SERVICES, INC. | 146.11K | Jun 30, 25 | +116.45K | 0.17% |
| Atria Wealth Solutions, Inc. | 49.52K | Jun 30, 25 | -19.25K | 0.06% |
| CAROLINAS WEALTH CONSULTING LLC | 1.67K | Mar 31, 25 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 646.79K | Sep 30, 24 | +207.43K | 0.76% |
| RAYMOND JAMES & ASSOCIATES | 318.25K | Sep 30, 24 | +71.90K | 0.37% |
| FinTrust Capital Advisors, LLC | 221.53K | Sep 30, 24 | +42.09K | 0.26% |
| Cetera Advisor Networks LLC | 226.04K | Mar 31, 24 | +36.61K | 0.27% |
| Cetera Advisors LLC | 47.31K | Mar 31, 24 | +19.57K | 0.06% |
| Eudaimonia Partners, LLC | 36.83K | Mar 31, 24 | +36.83K | 0.04% |
| EUDAIMONIA ADVISORS LLC | 25.51K | Mar 31, 24 | +25.51K | 0.03% |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -661 | -- |
| Clear Perspectives Financial Planning, LLC | 44 | Mar 31, 23 | -- | 0.00% |
| GOFEN & GLOSSBERG LLC /IL/ | -- | Dec 31, 22 | -25.81K | -- |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 43.48K | Sep 30, 22 | -6.71K | 0.05% |
| Strategic Asset Management, LLC | 676 | Sep 30, 22 | -- | 0.00% |
| American Portfolios Advisors | 205 | Sep 30, 22 | +3 | 0.00% |
| B. Riley Wealth Management, Inc. | 12.68K | Jun 30, 22 | +1.73K | 0.01% |
| Harborview Advisors, LLC | 10.15K | Sep 30, 21 | +704 | 0.01% |
| OLD MISSION CAPITAL, LLC | 32.90K | Dec 31, 20 | +32.90K | 0.04% |
| Noven Financial Group, Inc. | 10.26K | Mar 31, 20 | +10.26K | 0.01% |
| Advisor Group, Inc. | 7.20K | Dec 31, 19 | +530 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 500 | Dec 31, 19 | +500 | 0.00% |
