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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Helen Stephens Group, LLC | -- | Sep 30, 26 | -75.01K | -- |
| LPL Financial LLC | 2.63M | Jun 30, 26 | +1.19M | 14.78% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.32M | Jun 30, 26 | +38.38K | 7.42% |
| ADVISOR GROUP HOLDINGS, INC. | 838.09K | Jun 30, 26 | +212.36K | 4.71% |
| ENVESTNET ASSET MANAGEMENT INC | 762.20K | Jun 30, 26 | +149.52K | 4.28% |
| JPMORGAN CHASE & CO | 415.60K | Jun 30, 26 | +32.78K | 2.33% |
| HighTower Advisors, LLC | 371.41K | Jun 30, 26 | +57.71K | 2.09% |
| Quotient Wealth Partners, LLC | 323.49K | Jun 30, 26 | +21.57K | 1.82% |
| Dynasty Wealth Management, LLC | 317.51K | Jun 30, 26 | +14.33K | 1.78% |
| Prentice Wealth Management LLC | 247.05K | Jun 30, 26 | +30.74K | 1.39% |
| MML INVESTORS SERVICES, LLC | 217.17K | Jun 30, 26 | +27.97K | 1.22% |
| Cambridge Investment Research Advisors, Inc. | 195.23K | Jun 30, 26 | -1.87K | 1.10% |
| Evergreen Wealth Partners LLC | 162.72K | Jun 30, 26 | +11.39K | 0.91% |
| Rialto Wealth Management, LLC | 161.52K | Jun 30, 26 | +51.86K | 0.91% |
| IHT Wealth Management, LLC | 157.02K | Jun 30, 26 | -117.40K | 0.88% |
| Ashton Thomas Private Wealth, LLC | 138.37K | Jun 30, 26 | -1.47K | 0.78% |
| Capital Analysts, LLC | 137.98K | Jun 30, 26 | -2.39K | 0.78% |
| Vertex Planning Partners, LLC | 135.92K | Jun 30, 26 | +19.08K | 0.76% |
| Cetera Investment Advisers | 107.76K | Jun 30, 26 | +2.65K | 0.61% |
| FourThought Financial Partners, LLC | 106.23K | Jun 30, 26 | +97 | 0.60% |
| TRUIST FINANCIAL CORP | 105.17K | Jun 30, 26 | +11.42K | 0.59% |
| Janney Montgomery Scott LLC | 105.01K | Jun 30, 26 | +21.00K | 0.59% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 96.62K | Jun 30, 26 | +85.36K | 0.54% |
| DeLarme Wealth Management, Inc. | 96.13K | Jun 30, 26 | +7.06K | 0.54% |
| Legacy Advisory Services, LLC | 80.20K | Jun 30, 26 | -300 | 0.45% |
| Ausdal Financial Partners, Inc. | 78.99K | Jun 30, 26 | +2.05K | 0.44% |
| Private Advisor Group, LLC | 77.33K | Jun 30, 26 | +6.46K | 0.43% |
| WCG Wealth Advisors LLC | 69.93K | Jun 30, 26 | -13.79K | 0.39% |
| Keebeck Wealth Management, LLC | 68.41K | Jun 30, 26 | -11.06K | 0.38% |
| SK Wealth Management, LLC | 64.43K | Jun 30, 26 | -21.81K | 0.36% |
| Elequin Securities, LLC | 63.10K | Jun 30, 26 | +63.10K | 0.35% |
| COFG Advisors, LLC | 59.22K | Jun 30, 26 | -1.24K | 0.33% |
| Ellis Investment Partners, LLC | 54.49K | Jun 30, 26 | +21.10K | 0.31% |
| Vestmark Advisory Solutions, Inc. | 53.94K | Jun 30, 26 | -4.86K | 0.30% |
| Diversify Advisory Services, LLC | 53.45K | Jun 30, 26 | +53.45K | 0.30% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 53.45K | Jun 30, 26 | +6.81K | 0.30% |
| Joseph Group Capital Management | 52.78K | Jun 30, 26 | -7.57K | 0.30% |
| MBA Advisors LLC | 51.83K | Jun 30, 26 | +2.47K | 0.29% |
| Stratos Wealth Partners, LTD. | 50.08K | Jun 30, 26 | +6.58K | 0.28% |
| Envestnet Portfolio Solutions, Inc. | 49.78K | Jun 30, 26 | +14.28K | 0.28% |
| PARK AVENUE SECURITIES LLC | 48.49K | Jun 30, 26 | +3.92K | 0.27% |
| Wealth Advisors of Tampa Bay, LLC | 45.00K | Jun 30, 26 | -- | 0.25% |
| Pensionmark Financial Group, LLC | 44.52K | Jun 30, 26 | -146 | 0.25% |
| Indivisible Partners | 44.11K | Jun 30, 26 | +44.11K | 0.25% |
| Tolleson Wealth Management, Inc. | 43.02K | Jun 30, 26 | -22.57K | 0.24% |
| Financial Engines Advisors L.L.C. | 42.85K | Jun 30, 26 | -- | 0.24% |
| NewEdge Advisors, LLC | 37.73K | Jun 30, 26 | +35.37K | 0.21% |
| Legacy Edge Advisors, LLC | 37.44K | Jun 30, 26 | +8.60K | 0.21% |
| Beacon Pointe Advisors, LLC | 36.45K | Jun 30, 26 | +327 | 0.20% |
| Brinker Capital Investments, LLC | 33.92K | Jun 30, 26 | -1.88K | 0.19% |
| Marietta Wealth Management, LLC | 33.84K | Jun 30, 26 | +33.84K | 0.19% |
| ShoreHaven Wealth Partners, LLC | 33.79K | Jun 30, 26 | +901 | 0.19% |
| Advisory Resource Group | 32.37K | Jun 30, 26 | -113.29K | 0.18% |
| Tortuga Wealth Management, Inc | 31.09K | Jun 30, 26 | +31.09K | 0.17% |
| JANE STREET GROUP, LLC | 31.07K | Jun 30, 26 | -100.71K | 0.17% |
| BETO FINANCIAL GROUP, LLC | 30.95K | Jun 30, 26 | +4.75K | 0.17% |
| Per Stirling Capital Management, LLC. | 30.18K | Jun 30, 26 | +205 | 0.17% |
| Creative Planning | 29.42K | Jun 30, 26 | -7.14K | 0.17% |
| Kestra Advisory Services, LLC | 28.88K | Jun 30, 26 | -5.59K | 0.16% |
| Beta Wealth Group, Inc. | 28.81K | Jun 30, 26 | -2.44K | 0.16% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 28.69K | Jun 30, 26 | +3.90K | 0.16% |
| Destiny Wealth Partners, LLC | 27.78K | Jun 30, 26 | -20.90K | 0.16% |
| OLD MISSION CAPITAL LLC | 27.54K | Jun 30, 26 | -7.40K | 0.15% |
| FOCUSED ALPHA, LLC | 26.71K | Jun 30, 26 | +26.71K | 0.15% |
| Summit Financial, LLC | 25.95K | Jun 30, 26 | +25.95K | 0.15% |
| RFG Advisory, LLC | 25.80K | Jun 30, 26 | +6.37K | 0.14% |
| Apollon Wealth Management, LLC | 25.23K | Jun 30, 26 | -500 | 0.14% |
| Kuhn & Co Investment Counsel | 23.72K | Jun 30, 26 | -- | 0.13% |
| RETIREMENT PLANNING GROUP, LLC / NY | 23.08K | Jun 30, 26 | +3.58K | 0.13% |
| Sovereign Financial Group, Inc. | 22.49K | Jun 30, 26 | -- | 0.13% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 21.95K | Jun 30, 26 | -5.47K | 0.12% |
| SAGESPRING WEALTH PARTNERS, LLC | 21.50K | Jun 30, 26 | -10.28K | 0.12% |
| Private Wealth Asset Management, LLC | 21.47K | Jun 30, 26 | -- | 0.12% |
| Sowell Financial Services LLC | 20.88K | Jun 30, 26 | +9.67K | 0.12% |
| Ameritas Advisory Services, LLC | 20.78K | Jun 30, 26 | +20.78K | 0.12% |
| Horizon Wealth Management, LLC | 20.18K | Jun 30, 26 | +5.18K | 0.11% |
| FLAGSHIP HARBOR ADVISORS, LLC | 19.71K | Jun 30, 26 | +8.01K | 0.11% |
| Advyzon Investment Management, LLC | 18.60K | Jun 30, 26 | +18.60K | 0.10% |
| Tower Research Capital LLC (TRC) | 17.81K | Jun 30, 26 | +5.79K | 0.10% |
| Bedel Financial Consulting, Inc. | 17.24K | Jun 30, 26 | +6 | 0.10% |
| Cornerstone Wealth Management, LLC | 16.86K | Jun 30, 26 | +950 | 0.09% |
| HRT FINANCIAL LP | 16.54K | Jun 30, 26 | +16.54K | 0.09% |
| ARQ WEALTH ADVISORS, LLC | 16.00K | Jun 30, 26 | +16.00K | 0.09% |
| Equitable Holdings, Inc. | 15.86K | Jun 30, 26 | +333 | 0.09% |
| PERSPECTIVE WEALTH ADVISORS LLC | 15.56K | Jun 30, 26 | +15.56K | 0.09% |
| Camarda Financial Advisors, LLC | 15.16K | Jun 30, 26 | -138 | 0.09% |
| AXXCESS WEALTH MANAGEMENT, LLC | 14.69K | Jun 30, 26 | +14.69K | 0.08% |
| Capital Asset Advisory Services LLC | 14.69K | Jun 30, 26 | +95 | 0.08% |
| Advisory Services Network, LLC | 14.69K | Jun 30, 26 | +336 | 0.08% |
| Brookwood Investment Group LLC | 14.28K | Jun 30, 26 | -1.59K | 0.08% |
| ALTERNA WEALTH MANAGEMENT, INC | 14.17K | Jun 30, 26 | +14.17K | 0.08% |
| PRINCIPAL SECURITIES, INC. | 14.11K | Jun 30, 26 | +1.76K | 0.08% |
| Arrowroot Family Office, LLC | 14.09K | Jun 30, 26 | +3.52K | 0.08% |
| Parallel Advisors, LLC | 14.00K | Jun 30, 26 | +14.00K | 0.08% |
| Integrated Wealth Concepts LLC | 13.79K | Jun 30, 26 | +3.86K | 0.08% |
| Vawter Financial, Ltd. | 13.76K | Jun 30, 26 | -- | 0.08% |
| CASTLE WEALTH MANAGEMENT LLC | 13.56K | Jun 30, 26 | -- | 0.08% |
| HARBOUR INVESTMENTS, INC. | 13.48K | Jun 30, 26 | -13.18K | 0.08% |
| SIGNATUREFD, LLC | 13.40K | Jun 30, 26 | +13.40K | 0.08% |
| Vision Retirement, LLC | 12.91K | Jun 30, 26 | +94 | 0.07% |
| FIDUCIARY FINANCIAL ADVISORS | 12.31K | Jun 30, 26 | +12.31K | 0.07% |
| Wealthcare Advisory Partners LLC | 12.08K | Jun 30, 26 | +619 | 0.07% |
| Alpha Financial Partners, LLC | 11.47K | Jun 30, 26 | +115 | 0.06% |
| M Wealth Management, LLC | 11.20K | Jun 30, 26 | -5.00K | 0.06% |
| NewEdge Wealth, LLC | 11.18K | Jun 30, 26 | -- | 0.06% |
| WealthCare Investment Partners, LLC | 10.69K | Jun 30, 26 | -1.25K | 0.06% |
| CARY STREET PARTNERS FINANCIAL LLC | 10.07K | Jun 30, 26 | -- | 0.06% |
| Diversified Trust Co | 10.00K | Jun 30, 26 | -- | 0.06% |
| Mutual Advisors, LLC | 9.97K | Jun 30, 26 | +9.97K | 0.06% |
| Triad Wealth Partners, LLC | 9.67K | Jun 30, 26 | -- | 0.05% |
| Perigon Wealth Management, LLC | 9.33K | Jun 30, 26 | -453 | 0.05% |
| Dorsey & Whitney Trust CO LLC | 9.28K | Jun 30, 26 | +9.28K | 0.05% |
| JFS WEALTH ADVISORS, LLC | 8.87K | Jun 30, 26 | -- | 0.05% |
| AMERIFLEX GROUP, INC. | 8.63K | Jun 30, 26 | -- | 0.05% |
| PRIVATE TRUST CO NA | 7.48K | Jun 30, 26 | -- | 0.04% |
| Kings Path Partners LLC | 6.95K | Jun 30, 26 | +2.25K | 0.04% |
| N.E.W. Advisory Services LLC | 6.78K | Jun 30, 26 | -- | 0.04% |
| Atlantic Edge Private Wealth Management, LLC | 5.00K | Jun 30, 26 | -- | 0.03% |
| AE Wealth Management LLC | 4.08K | Jun 30, 26 | +1.23K | 0.02% |
| FIFTH THIRD BANCORP | 3.90K | Jun 30, 26 | -208 | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 3.46K | Jun 30, 26 | +67 | 0.02% |
| GGM Financials LLC | 3.42K | Jun 30, 26 | -- | 0.02% |
| BlackRock, Inc. | 2.77K | Jun 30, 26 | +47 | 0.02% |
| TSFG, LLC | 2.75K | Jun 30, 26 | -- | 0.02% |
| Signature Equity Partners, LLC | 2.56K | Jun 30, 26 | +2.56K | 0.01% |
| Steward Partners Investment Advisory, LLC | 2.45K | Jun 30, 26 | -339 | 0.01% |
| Allworth Financial LP | 2.05K | Jun 30, 26 | -26.65K | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.05K | Jun 30, 26 | -- | 0.01% |
| Spire Wealth Management | 833 | Jun 30, 26 | +60 | 0.00% |
| Wilkerson Advisory Group LLC | 600 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 313 | Jun 30, 26 | -- | 0.00% |
| Portfolio Resources Advisor Group, Inc. | 140 | Jun 30, 26 | +10 | 0.00% |
| Golden State Wealth Management, LLC | 102 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 89 | Jun 30, 26 | +89 | 0.00% |
| Imprint Wealth LLC | 40 | Jun 30, 26 | -- | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| Buckingham Strategic Partners | -- | Jun 30, 26 | -29.92K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -400 | -- |
| ASSETMARK, INC | -- | Jun 30, 26 | -9.36K | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -1 | -- |
| StoneX Group Inc. | -- | Jun 30, 26 | -9.94K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -65.37K | -- |
| McAdam, LLC | -- | Jun 30, 26 | -16.75K | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -1.18K | -- |
| SIGNET FINANCIAL MANAGEMENT, LLC | 21.47K | Mar 31, 26 | +132 | 0.12% |
| Sunbelt Securities, Inc. | 3.44K | Mar 31, 26 | +23 | 0.02% |
| CWM, LLC | 68 | Mar 31, 26 | -- | 0.00% |
| Bowman & Co S.C. | 12.95K | Dec 31, 25 | +12.95K | 0.07% |
| COMERICA BANK | 4.21K | Dec 31, 25 | -- | 0.02% |
| Litman Gregory Wealth Management LLC | 1.11K | Dec 31, 25 | +1.11K | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 71.87K | Jun 30, 25 | +7.69K | 0.40% |
| Atria Wealth Solutions, Inc. | 23.87K | Jun 30, 25 | +1.53K | 0.13% |
| Orion Portfolio Solutions, LLC | 22.89K | Mar 31, 25 | -888 | 0.13% |
| SignalPoint Asset Management, LLC | 14.64K | Dec 31, 24 | +14.64K | 0.08% |
| WINTRUST INVESTMENTS LLC | 3.84K | Dec 31, 24 | +251 | 0.02% |
| WR Wealth Planners, LLC | 600 | Dec 31, 24 | -- | 0.00% |
| Planning Capital Management Corp | 1.65K | Sep 30, 24 | -- | 0.01% |
| BlackRock Inc. | 825 | Jun 30, 24 | +825 | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data