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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 |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 42.18K | Jun 30, 26 | +2.92K | 2.24% |
| BANK OF AMERICA CORP /DE/ | 41.85K | Jun 30, 26 | -5.19K | 2.22% |
| Harel Insurance Investments & Financial Services Ltd. | 37.72K | Jun 30, 26 | +5.88K | 2.00% |
| LPL Financial LLC | 25.16K | Jun 30, 26 | -26 | 1.33% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 21.42K | Jun 30, 26 | -- | 1.14% |
| JANE STREET GROUP, LLC | 20.58K | Jun 30, 26 | +475 | 1.09% |
| MORGAN STANLEY | 16.15K | Jun 30, 26 | +2.17K | 0.86% |
| ASPIRIANT, LLC | 16.05K | Jun 30, 26 | -479 | 0.85% |
| ADVISOR GROUP HOLDINGS, INC. | 13.49K | Jun 30, 26 | +2.79K | 0.72% |
| Colony Group, LLC | 12.86K | Jun 30, 26 | -- | 0.68% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.61K | Jun 30, 26 | -459 | 0.67% |
| UBS Group AG | 10.48K | Jun 30, 26 | -707 | 0.56% |
| Cetera Investment Advisers | 10.23K | Jun 30, 26 | -941 | 0.54% |
| Larson Financial Group LLC | 9.93K | Jun 30, 26 | +1.08K | 0.53% |
| Brio Consultants, LLC | 9.59K | Jun 30, 26 | +111 | 0.51% |
| Berkshire Bank | 9.42K | Jun 30, 26 | -163 | 0.50% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.31K | Jun 30, 26 | +1.18K | 0.49% |
| JONES FINANCIAL COMPANIES LLLP | 9.12K | Jun 30, 26 | +6.57K | 0.48% |
| Tolleson Wealth Management, Inc. | 8.98K | Jun 30, 26 | -- | 0.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.30K | Jun 30, 26 | +411 | 0.44% |
| Vontobel Holding Ltd. | 8.27K | Jun 30, 26 | -128 | 0.44% |
| REGATTA CAPITAL GROUP, LLC | 7.92K | Jun 30, 26 | +179 | 0.42% |
| MERCER GLOBAL ADVISORS INC /ADV | 7.63K | Jun 30, 26 | +7.63K | 0.40% |
| Weil Company, Inc. | 7.59K | Jun 30, 26 | -575 | 0.40% |
| Investment Research Partners LLC | 7.00K | Jun 30, 26 | -336 | 0.37% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6.98K | Jun 30, 26 | +31 | 0.37% |
| CITIGROUP INC | 6.87K | Jun 30, 26 | -564 | 0.36% |
| Creative Planning | 6.68K | Jun 30, 26 | +211 | 0.35% |
| ENVESTNET ASSET MANAGEMENT INC | 6.55K | Jun 30, 26 | -354 | 0.35% |
| Perigon Wealth Management, LLC | 5.71K | Jun 30, 26 | -130 | 0.30% |
| Evergreen Wealth Solutions, LLC | 5.58K | Jun 30, 26 | -221 | 0.30% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.46K | Jun 30, 26 | -206 | 0.29% |
| AQR CAPITAL MANAGEMENT LLC | 5.32K | Jun 30, 26 | +981 | 0.28% |
| KilterHowling LLC | 5.29K | Jun 30, 26 | -14 | 0.28% |
| Dynamic Advisor Solutions LLC | 5.28K | Jun 30, 26 | -1.10K | 0.28% |
| Plum Street Advisors, LLC | 5.04K | Jun 30, 26 | -- | 0.27% |
| US BANCORP \DE\ | 5.00K | Jun 30, 26 | -- | 0.27% |
| Warren Street Wealth Advisors, LLC | 4.99K | Jun 30, 26 | -2 | 0.26% |
| Tradition Wealth Management, LLC | 4.71K | Jun 30, 26 | -11 | 0.25% |
| INVESTED ADVISORS | 4.53K | Jun 30, 26 | -536 | 0.24% |
| Allworth Financial LP | 4.50K | Jun 30, 26 | -37 | 0.24% |
| Mariner, LLC | 4.32K | Jun 30, 26 | -130 | 0.23% |
| Modera Wealth Management, LLC | 4.27K | Jun 30, 26 | -- | 0.23% |
| Abundance Wealth Counselors | 4.26K | Jun 30, 26 | +4.26K | 0.23% |
| Farther Finance Advisors, LLC | 4.19K | Jun 30, 26 | -5 | 0.22% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 4.04K | Jun 30, 26 | +13 | 0.21% |
| Eaton Financial Holdings Company, LLC | 3.59K | Jun 30, 26 | +27 | 0.19% |
| MENORA MIVTACHIM HOLDINGS LTD. | 3.52K | Jun 30, 26 | +3.52K | 0.19% |
| Cambridge Investment Research Advisors, Inc. | 3.50K | Jun 30, 26 | -215 | 0.19% |
| South Shore Capital Advisors | 3.49K | Jun 30, 26 | +3.49K | 0.18% |
| NewEdge Advisors, LLC | 3.22K | Jun 30, 26 | -- | 0.17% |
| Bond & Devick Financial Network, Inc. | 3.20K | Jun 30, 26 | +17 | 0.17% |
| Granite Bay Wealth Management, LLC | 3.00K | Jun 30, 26 | -- | 0.16% |
| MISSION WEALTH MANAGEMENT, LP | 2.85K | Jun 30, 26 | +46 | 0.15% |
| Integrated Wealth Concepts LLC | 2.83K | Jun 30, 26 | -- | 0.15% |
| Kingsview Wealth Management, LLC | 2.78K | Jun 30, 26 | -12 | 0.15% |
| PFG Investments, LLC | 2.66K | Jun 30, 26 | -36 | 0.14% |
| LFA - Lugano Financial Advisors SA | 2.52K | Jun 30, 26 | -- | 0.13% |
| Ameraudi Asset Management, Inc. | 2.50K | Jun 30, 26 | -- | 0.13% |
| BASSO CAPITAL MANAGEMENT, L.P. | 2.50K | Jun 30, 26 | +2.50K | 0.13% |
| Avail Investment Partners, LLC | 2.48K | Jun 30, 26 | +2.48K | 0.13% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.46K | Jun 30, 26 | -39 | 0.08% |
| ASSETMARK, INC | 1.24K | Jun 30, 26 | +23 | 0.07% |
| Godfrey Financial Associates, Inc. | 1.12K | Jun 30, 26 | +2 | 0.06% |
| Tanglewood Legacy Advisors, LLC | 950 | Jun 30, 26 | -- | 0.05% |
| WELLS FARGO & COMPANY/MN | 927 | Jun 30, 26 | +79 | 0.05% |
| BANK OF MONTREAL /CAN/ | 835 | Jun 30, 26 | -- | 0.04% |
| BIRCHBROOK, INC. | 819 | Jun 30, 26 | -32 | 0.04% |
| CVA Family Office, LLC | 702 | Jun 30, 26 | -- | 0.04% |
| Russell Investments Group, Ltd. | 600 | Jun 30, 26 | -- | 0.03% |
| TD Waterhouse Canada Inc. | 584 | Jun 30, 26 | -- | 0.03% |
| Financial Perspectives, Inc | 554 | Jun 30, 26 | +4 | 0.03% |
| JTC Employer Solutions Trustee Ltd | 508 | Jun 30, 26 | -- | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 474 | Jun 30, 26 | -- | 0.03% |
| Steward Partners Investment Advisory, LLC | 400 | Jun 30, 26 | -- | 0.02% |
| HARBOUR INVESTMENTS, INC. | 275 | Jun 30, 26 | -- | 0.01% |
| C M BIDWELL & ASSOCIATES LTD | 266 | Jun 30, 26 | -- | 0.01% |
| Capital Analysts, LLC | 259 | Jun 30, 26 | -- | 0.01% |
| Centerpoint Advisors, LLC | 205 | Jun 30, 26 | +10 | 0.01% |
| AE Wealth Management LLC | 202 | Jun 30, 26 | +5 | 0.01% |
| FMR LLC | 162 | Jun 30, 26 | +161 | 0.01% |
| AMERIFLEX GROUP, INC. | 162 | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 159 | Jun 30, 26 | +98 | 0.01% |
| Front Row Advisors LLC | 150 | Jun 30, 26 | -- | 0.01% |
| Cherry Tree Wealth Management, LLC | 148 | Jun 30, 26 | -- | 0.01% |
| 4Thought Financial Group Inc. | 136 | Jun 30, 26 | -15 | 0.01% |
| Joseph Group Capital Management | 126 | Jun 30, 26 | +126 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 124 | Jun 30, 26 | -- | 0.01% |
| Aptus Capital Advisors, LLC | 118 | Jun 30, 26 | -- | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 116 | Jun 30, 26 | -- | 0.01% |
| LRI Investments, LLC | 111 | Jun 30, 26 | -- | 0.01% |
| Hurley Capital, LLC | 87 | Jun 30, 26 | -- | 0.00% |
| NVWM, LLC | 60 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 39 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 32 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 25 | Jun 30, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 16 | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 16 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 11 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -5.46K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.13K | -- |
| Wealthfront Advisers LLC | -- | Jun 30, 26 | -2.44K | -- |
| Claro Advisors LLC | -- | Jun 30, 26 | -4.91K | -- |
| Rossby Financial, LCC | -- | Jun 30, 26 | -175 | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Jun 30, 26 | -2.90K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -48.52K | -- |
| Highland Financial Advisors, LLC | -- | Jun 30, 26 | -2.72K | -- |
| CWM, LLC | 218.44K | Mar 31, 26 | +1.63K | 11.58% |
| Financial Connections Group, Inc. | 100 | Mar 31, 26 | -- | 0.01% |
| ORG Partners LLC | -- | Dec 31, 25 | -169 | -- |
| WFA Asset Management Corp | 974 | Sep 30, 25 | -81 | 0.05% |
| Money Design Co.,Ltd. | 13.44K | Jun 30, 25 | -32 | 0.71% |
| Congress Wealth Management LLC / DE / | 7.58K | Jun 30, 25 | +1.05K | 0.40% |
| First Horizon Advisors, Inc. | 3.24K | Jun 30, 25 | -- | 0.17% |
| Merriman Wealth Management, LLC | 5.71K | Dec 31, 24 | +109 | 0.30% |
| Axiom Advisory, LLC | 25.60K | Sep 30, 24 | +400 | 1.36% |
| Annapolis Financial Services, LLC | 10.40K | Sep 30, 24 | -- | 0.55% |
| Levy Wealth Management Group, LLC | 5.49K | Jun 30, 24 | -2 | 0.29% |
| Cetera Advisor Networks LLC | 5.34K | Mar 31, 24 | +240 | 0.28% |
| FOSTER DYKEMA CABOT & CO INC/MA | 21.30K | Sep 30, 23 | -- | 1.13% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 16.45K | Sep 30, 23 | -- | 0.87% |
| BerganKDV Wealth Management, LLC | 2.03K | Jun 30, 23 | -- | 0.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8.81K | Mar 31, 23 | -530 | 0.47% |
| Burleson & Company, LLC | 7 | Dec 31, 22 | +7 | 0.00% |
| Sanford Advisory Services, LLC | -- | Dec 31, 22 | -3.58K | -- |
| American Portfolios Advisors | 1.94K | Sep 30, 22 | -290 | 0.10% |
| FourThought Financial, LLC | 163 | Sep 30, 22 | -111 | 0.01% |
| Covington Capital Management | 100 | Sep 30, 22 | -- | 0.01% |
| Danda Trouve Investment Management, Inc. | 32 | Sep 30, 22 | -- | 0.00% |
| FundX Investment Group, LLC | 3.86K | Dec 31, 21 | -10.00K | 0.20% |
| Carroll Financial Associates, Inc. | 1.66K | Dec 31, 21 | -- | 0.09% |
| NEXT Financial Group, Inc | 1.46K | Dec 31, 21 | -128 | 0.08% |
| Ameritas Investment Company, LLC | 3.66K | Sep 30, 21 | +50 | 0.19% |
| NORTH AMERICAN MANAGEMENT CORP | 9.98K | Mar 31, 21 | +7 | 0.53% |
| LifePlan Financial Group, Inc | 451 | Sep 30, 20 | +451 | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 5.50K | Dec 31, 19 | +311 | 0.29% |
| Advisor Group, Inc. | 375 | Dec 31, 19 | +211 | 0.02% |
| Live Your Vision, LLC | -- | Mar 31, 19 | -35 | -- |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -28.29K | -- |
