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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| First Heartland Consultants, Inc. | -- | Sep 30, 26 | -2.83K | -- |
| MORGAN STANLEY | 914.89K | Jun 30, 26 | -30.85K | 10.17% |
| UBS Group AG | 432.21K | Jun 30, 26 | +13.46K | 4.80% |
| Capital Investment Advisors, LLC | 395.36K | Jun 30, 26 | -4.27K | 4.39% |
| RAYMOND JAMES FINANCIAL INC | 321.08K | Jun 30, 26 | +273 | 3.57% |
| WELLS FARGO & COMPANY/MN | 284.37K | Jun 30, 26 | -6.34K | 3.16% |
| BANK OF AMERICA CORP /DE/ | 276.29K | Jun 30, 26 | -903 | 3.07% |
| LPL Financial LLC | 254.82K | Jun 30, 26 | +8.71K | 2.83% |
| ROYAL BANK OF CANADA | 186.95K | Jun 30, 26 | -14.60K | 2.08% |
| Baird Financial Group, Inc. | 134.08K | Jun 30, 26 | -2.42K | 1.49% |
| Arlington Trust Co LLC | 126.43K | Jun 30, 26 | -2.72K | 1.40% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 115.64K | Jun 30, 26 | +2.45K | 1.28% |
| TRUIST FINANCIAL CORP | 76.54K | Jun 30, 26 | -2.65K | 0.85% |
| Landmark Wealth Management, LLC | 67.86K | Jun 30, 26 | +1.91K | 0.75% |
| Cambridge Investment Research Advisors, Inc. | 60.21K | Jun 30, 26 | +2.39K | 0.67% |
| Sanctuary Advisors, LLC | 59.65K | Jun 30, 26 | +530 | 0.66% |
| GOLDMAN SACHS GROUP INC | 59.14K | Jun 30, 26 | +21.18K | 0.66% |
| SMITH, MOORE & CO. | 54.81K | Jun 30, 26 | -2.13K | 0.61% |
| STIFEL FINANCIAL CORP | 53.19K | Jun 30, 26 | +319 | 0.59% |
| AMERIPRISE FINANCIAL INC | 51.87K | Jun 30, 26 | -2.87K | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 41.10K | Jun 30, 26 | -1.60K | 0.46% |
| Equitable Holdings, Inc. | 35.29K | Jun 30, 26 | -1.24K | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 35.27K | Jun 30, 26 | -544 | 0.39% |
| Cetera Investment Advisers | 34.86K | Jun 30, 26 | -463 | 0.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33.11K | Jun 30, 26 | +27.00K | 0.37% |
| United Advisor Group, LLC | 32.43K | Jun 30, 26 | +110 | 0.36% |
| TWO SIGMA INVESTMENTS, LP | 32.10K | Jun 30, 26 | +5.40K | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 31.78K | Jun 30, 26 | -367 | 0.35% |
| New England Private Wealth Advisors LLC | 30.20K | Jun 30, 26 | +25 | 0.34% |
| Jacobi Capital Management LLC | 27.85K | Jun 30, 26 | +79 | 0.31% |
| Parcion Private Wealth LLC | 24.89K | Jun 30, 26 | -- | 0.28% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.86K | Jun 30, 26 | +5.23K | 0.25% |
| United Asset Strategies, Inc. | 18.62K | Jun 30, 26 | +460 | 0.21% |
| ForthRight Wealth Management, LLC | 18.35K | Jun 30, 26 | +3 | 0.20% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 18.05K | Jun 30, 26 | +1.48K | 0.20% |
| COMPASS FINANCIAL MANAGEMENT LLC | 17.54K | Jun 30, 26 | +17.54K | 0.19% |
| Essex Financial Services, Inc. | 17.05K | Jun 30, 26 | -610 | 0.19% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16.33K | Jun 30, 26 | -99 | 0.18% |
| Geneos Wealth Management Inc. | 15.83K | Jun 30, 26 | +7.18K | 0.18% |
| Trueblood Wealth Management, LLC | 15.61K | Jun 30, 26 | +81 | 0.17% |
| WEDBUSH SECURITIES INC | 14.19K | Jun 30, 26 | -150 | 0.16% |
| PFG Investments, LLC | 13.85K | Jun 30, 26 | -345 | 0.15% |
| Harvest Investment Services, LLC | 13.60K | Jun 30, 26 | +938 | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | 12.91K | Jun 30, 26 | +712 | 0.14% |
| Royal Capital Wealth Management, LLC | 12.50K | Jun 30, 26 | +13 | 0.14% |
| Cascade Financial Partners, LLC | 12.14K | Jun 30, 26 | +530 | 0.13% |
| Rockefeller Capital Management L.P. | 11.40K | Jun 30, 26 | -1.28K | 0.13% |
| MERCER GLOBAL ADVISORS INC /ADV | 10.34K | Jun 30, 26 | -3.06K | 0.11% |
| FIFTH THIRD BANCORP | 9.91K | Jun 30, 26 | -- | 0.11% |
| Northwest Financial Advisors | 9.67K | Jun 30, 26 | +12 | 0.11% |
| Dynamic Advisor Solutions LLC | 7.97K | Jun 30, 26 | +23 | 0.09% |
| Gen-Wealth Partners Inc | 7.57K | Jun 30, 26 | -599 | 0.08% |
| Private Advisor Group, LLC | 7.47K | Jun 30, 26 | -174 | 0.08% |
| Pensionmark Financial Group, LLC | 6.75K | Jun 30, 26 | -- | 0.07% |
| Lewis Asset Management, LLC | 6.49K | Jun 30, 26 | -43 | 0.07% |
| Anson Capital, Inc. | 6.46K | Jun 30, 26 | +763 | 0.07% |
| BLAIR WILLIAM & CO/IL | 6.11K | Jun 30, 26 | -- | 0.07% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 6.00K | Jun 30, 26 | -- | 0.07% |
| Total Clarity Wealth Management, Inc. | 5.89K | Jun 30, 26 | -395 | 0.07% |
| Creekside Partners | 5.50K | Jun 30, 26 | +2 | 0.06% |
| CFS Investment Advisory Services, LLC | 5.47K | Jun 30, 26 | -182 | 0.06% |
| HighPoint Advisor Group LLC | 5.25K | Jun 30, 26 | +2 | 0.06% |
| DAVENPORT & Co LLC | 5.24K | Jun 30, 26 | +40 | 0.06% |
| B. Riley Wealth Advisors, Inc. | 5.15K | Jun 30, 26 | -28 | 0.06% |
| KRAEMATON INVESTMENT ADVISORS, INC | 4.90K | Jun 30, 26 | -30 | 0.05% |
| HighTower Advisors, LLC | 4.89K | Jun 30, 26 | -168 | 0.05% |
| NewEdge Advisors, LLC | 4.68K | Jun 30, 26 | -602 | 0.05% |
| Kestra Advisory Services, LLC | 4.60K | Jun 30, 26 | -686 | 0.05% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 4.49K | Jun 30, 26 | -26 | 0.05% |
| Bay Capital Advisors, LLC | 4.40K | Jun 30, 26 | -- | 0.05% |
| Janney Montgomery Scott LLC | 4.38K | Jun 30, 26 | +422 | 0.05% |
| Beacon Pointe Advisors, LLC | 4.29K | Jun 30, 26 | +1 | 0.05% |
| Acorn Wealth Advisors, LLC | 4.25K | Jun 30, 26 | -25 | 0.05% |
| WBI INVESTMENTS, INC. | 4.24K | Jun 30, 26 | -- | 0.05% |
| Round Rock Advisors, LLC | 4.21K | Jun 30, 26 | -- | 0.05% |
| HOWE & RUSLING INC | 4.20K | Jun 30, 26 | +307 | 0.05% |
| Heritage Wealth Management, Inc. | 4.15K | Jun 30, 26 | +114 | 0.05% |
| Redwood Financial Network Corp | 3.94K | Jun 30, 26 | +3.94K | 0.04% |
| WESBANCO BANK INC | 3.93K | Jun 30, 26 | -- | 0.04% |
| Arkadios Wealth Advisors | 3.90K | Jun 30, 26 | -93 | 0.04% |
| Legacy Trust | 3.88K | Jun 30, 26 | -- | 0.04% |
| Waverly Advisors, LLC | 3.75K | Jun 30, 26 | -- | 0.04% |
| Western Wealth Management, LLC | 3.70K | Jun 30, 26 | +693 | 0.04% |
| J.W. COLE ADVISORS, INC. | 3.63K | Jun 30, 26 | +18 | 0.04% |
| CITADEL ADVISORS LLC | 3.49K | Jun 30, 26 | -4.38K | 0.04% |
| Jackson, Grant Investment Advisers, Inc. | 3.44K | Jun 30, 26 | +1 | 0.04% |
| KPP Advisory Services LLC | 3.40K | Jun 30, 26 | -86 | 0.04% |
| CITIGROUP INC | 3.38K | Jun 30, 26 | +14 | 0.04% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.23K | Jun 30, 26 | -- | 0.04% |
| MWA Asset Management | 3.22K | Jun 30, 26 | +31 | 0.04% |
| IHT Wealth Management, LLC | 3.21K | Jun 30, 26 | -86 | 0.04% |
| MAI Capital Management | 2.93K | Jun 30, 26 | -39 | 0.03% |
| Belpointe Asset Management LLC | 2.89K | Jun 30, 26 | -110 | 0.03% |
| Atria Investments, Inc | 2.66K | Jun 30, 26 | +2.66K | 0.03% |
| CALDWELL SUTTER CAPITAL, INC. | 2.63K | Jun 30, 26 | +44 | 0.03% |
| Wealthcare Capital Partners, LLC | 2.62K | Jun 30, 26 | +2.62K | 0.03% |
| HARBOR INVESTMENT ADVISORY, LLC | 2.28K | Jun 30, 26 | -- | 0.03% |
| FMR LLC | 2.11K | Jun 30, 26 | +90 | 0.02% |
| Capital Advisors, Ltd. LLC | 1.75K | Jun 30, 26 | -332 | 0.02% |
| IFG Advisory, LLC | 1.31K | Jun 30, 26 | +1.31K | 0.01% |
| Anchor Investment Management, LLC | 1.28K | Jun 30, 26 | +2 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.17K | Jun 30, 26 | +83 | 0.01% |
| Institute for Wealth Management, LLC. | 1.14K | Jun 30, 26 | +1.14K | 0.01% |
| Ronald Blue Trust, Inc. | 1.07K | Jun 30, 26 | +1.07K | 0.01% |
| US BANCORP \DE\ | 1.00K | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 976 | Jun 30, 26 | -6 | 0.01% |
| Steward Partners Investment Advisory, LLC | 790 | Jun 30, 26 | -- | 0.01% |
| FRANKLIN RESOURCES INC | 735 | Jun 30, 26 | -- | 0.01% |
| FAS Wealth Partners, Inc. | 735 | Jun 30, 26 | +4 | 0.01% |
| SRS Capital Advisors, Inc. | 622 | Jun 30, 26 | +622 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 573 | Jun 30, 26 | -- | 0.01% |
| Ameliora Wealth Management Ltd. | 500 | Jun 30, 26 | -- | 0.01% |
| Ameritas Advisory Services, LLC | 445 | Jun 30, 26 | +445 | 0.00% |
| Integrated Wealth Concepts LLC | 403 | Jun 30, 26 | +403 | 0.00% |
| Aptus Capital Advisors, LLC | 300 | Jun 30, 26 | +1 | 0.00% |
| Aventura Private Wealth, LLC | 281 | Jun 30, 26 | +1 | 0.00% |
| Sunrise Financial Services, LLC | 272 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 248 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 222 | Jun 30, 26 | +222 | 0.00% |
| Allworth Financial LP | 167 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 165 | Jun 30, 26 | -38 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 140 | Jun 30, 26 | +140 | 0.00% |
| Spire Wealth Management | 110 | Jun 30, 26 | -- | 0.00% |
| Paladin Advisory Group, LLC | 101 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 100 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 100 | Jun 30, 26 | +100 | 0.00% |
| MidFirst Bank | 99 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 89 | Jun 30, 26 | -- | 0.00% |
| REXFORD CAPITAL INC | 64 | Jun 30, 26 | +64 | 0.00% |
| Colonial Trust Co / SC | 31 | Jun 30, 26 | -3 | 0.00% |
| Park Place Capital Corp | 30 | Jun 30, 26 | -- | 0.00% |
| Napier Financial, LLC | 18 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | Jun 30, 26 | +15 | 0.00% |
| BANK OF MONTREAL /CAN/ | 5 | Jun 30, 26 | +5 | 0.00% |
| ASSETMARK, INC | 3 | Jun 30, 26 | -- | 0.00% |
| Addison Advisors LLC | -- | Jun 30, 26 | -50 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -552 | -- |
| BRYN MAWR TRUST Co | -- | Jun 30, 26 | -161 | -- |
| Smallwood Wealth Investment Management, LLC | -- | Jun 30, 26 | -136 | -- |
| Key FInancial Inc | -- | Jun 30, 26 | -425 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -57 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -4 | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -536 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -350 | -- |
| MILLINGTON SECURITIES, INC. | 4.24K | Mar 31, 26 | +4.24K | 0.05% |
| CWM, LLC | 54 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 9.94K | Dec 31, 25 | -36 | 0.11% |
| GPS Wealth Strategies Group, LLC | 970 | Dec 31, 25 | -1.23K | 0.01% |
| CIBC Private Wealth Group, LLC | 272 | Dec 31, 25 | -- | 0.00% |
| L.M. KOHN & COMPANY | 10.28K | Sep 30, 25 | +492 | 0.11% |
| Lion Street Advisors, LLC | 7.77K | Sep 30, 25 | +4.63K | 0.09% |
| AVANTAX ADVISORY SERVICES, INC. | 4.40K | Jun 30, 25 | +152 | 0.05% |
| Raymond James Financial Services Advisors, Inc. | 276.39K | Sep 30, 24 | +29.29K | 3.07% |
| RAYMOND JAMES & ASSOCIATES | 47.03K | Sep 30, 24 | +3.20K | 0.52% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 14.61K | Jun 30, 24 | -4.37K | 0.16% |
| Cetera Advisors LLC | 74.20K | Mar 31, 24 | +74.20K | 0.82% |
| Cetera Advisor Networks LLC | 10.26K | Mar 31, 24 | -526 | 0.11% |
| Benedetti & Gucer, Inc. | 4.22K | Mar 31, 24 | -433 | 0.05% |
| DB Wealth Management Group, LLC | 258 | Dec 31, 23 | +3 | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 20.42K | Sep 30, 23 | -2.12K | 0.23% |
| INVESTMENT MANAGEMENT OF VIRGINIA LLC | 24.15K | Mar 31, 23 | -20.15K | 0.27% |
| Ahrens Investment Partners LLC | 5.13K | Mar 31, 23 | -3.30K | 0.06% |
| Laurel Wealth Advisors, Inc. | 71.32K | Dec 31, 22 | +18.49K | 0.79% |
| 55I, LLC | 17.81K | Sep 30, 22 | +17 | 0.20% |
| American Portfolios Advisors | 7.90K | Sep 30, 22 | +7.90K | 0.09% |
| Fieldpoint Private Securities, LLC | -- | Jun 30, 22 | -44 | -- |
| Private Capital Group, LLC | -- | Jun 30, 22 | -400 | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -95 | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7.26K | Sep 30, 21 | +252 | 0.08% |
| BBVA USA | 53 | Sep 30, 21 | -- | 0.00% |
| Covenant Multifamily Offices, LLC | -- | Sep 30, 21 | -3.36K | -- |
| Sonora Investment Management, LLC | -- | Sep 30, 21 | -- | -- |
| Winslow, Evans & Crocker, Inc. | 1.30K | Dec 31, 20 | +200 | 0.01% |
| First Allied Advisory Services, Inc. | 62.30K | Sep 30, 20 | +516 | 0.69% |
| Advisor Group, Inc. | 16.27K | Dec 31, 19 | -7.85K | 0.18% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 10.97K | Dec 31, 19 | +419 | 0.12% |
| BB&T SECURITIES, LLC | 24.11K | Sep 30, 19 | +2.72K | 0.27% |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -26.16K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -8.53K | -- |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -5.85K | -- |
| Concert Wealth Management Inc. | -- | Sep 30, 17 | -7.15K | -- |
| Commonwealth Equity Services, Inc | 25.73K | Jun 30, 17 | +5.53K | 0.29% |
| WFG Advisors, LP | 400 | Jun 30, 17 | +400 | 0.00% |
| MSI Financial Services Inc | 4.37K | Dec 31, 16 | +382 | 0.05% |
| SOCIETE GENERALE | 75.00K | Jun 30, 16 | +75.00K | 0.83% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
