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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 |
|---|---|---|---|---|
| Howard Capital Management Inc. | 121.81K | Jun 30, 26 | +121.81K | 7.62% |
| DORVAL Corp | 80.87K | Jun 30, 26 | +1.15K | 5.06% |
| Cambridge Investment Research Advisors, Inc. | 77.09K | Jun 30, 26 | +680 | 4.83% |
| ADVISOR GROUP HOLDINGS, INC. | 76.60K | Jun 30, 26 | -6.14K | 4.79% |
| McKinney Capital Management, LLC | 63.79K | Jun 30, 26 | +63.79K | 3.99% |
| LPL Financial LLC | 61.98K | Jun 30, 26 | +843 | 3.88% |
| AQR CAPITAL MANAGEMENT LLC | 58.20K | Jun 30, 26 | +809 | 3.64% |
| Roan Capital Partners | 35.08K | Jun 30, 26 | +1.14K | 2.20% |
| UBS Group AG | 22.26K | Jun 30, 26 | +1.18K | 1.39% |
| Cetera Investment Advisers | 20.19K | Jun 30, 26 | -4.80K | 1.26% |
| ENVESTNET ASSET MANAGEMENT INC | 19.34K | Jun 30, 26 | +459 | 1.21% |
| McNaughton Wealth Management, LLC | 18.45K | Jun 30, 26 | -365 | 1.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.20K | Jun 30, 26 | -1.60K | 0.89% |
| Johnson & White Wealth Management, LLC | 12.56K | Jun 30, 26 | -993 | 0.79% |
| BANK OF AMERICA CORP /DE/ | 12.08K | Jun 30, 26 | +544 | 0.76% |
| TWO SIGMA INVESTMENTS, LP | 11.90K | Jun 30, 26 | +6.60K | 0.74% |
| ROYAL BANK OF CANADA | 11.81K | Jun 30, 26 | -9.85K | 0.74% |
| IAG Wealth Partners, LLC | 11.61K | Jun 30, 26 | -388 | 0.73% |
| MORGAN STANLEY | 11.53K | Jun 30, 26 | +406 | 0.72% |
| Integrated Wealth Concepts LLC | 11.37K | Jun 30, 26 | +11.37K | 0.71% |
| IEQ CAPITAL, LLC | 10.82K | Jun 30, 26 | -51.20K | 0.68% |
| NorthRock Partners, LLC | 9.88K | Jun 30, 26 | -932 | 0.62% |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.62K | Jun 30, 26 | +567 | 0.60% |
| CITADEL ADVISORS LLC | 9.15K | Jun 30, 26 | +3.04K | 0.57% |
| NewEdge Advisors, LLC | 8.66K | Jun 30, 26 | -900 | 0.54% |
| Insight Advisors, LLC/ PA | 8.32K | Jun 30, 26 | -320 | 0.52% |
| JONES FINANCIAL COMPANIES LLLP | 8.02K | Jun 30, 26 | +1.27K | 0.50% |
| Savant Capital, LLC | 7.94K | Jun 30, 26 | +3.76K | 0.50% |
| COWA, LLC | 7.91K | Jun 30, 26 | -15 | 0.50% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.62K | Jun 30, 26 | +4.64K | 0.48% |
| HF Advisory Group, LLC | 7.59K | Jun 30, 26 | +398 | 0.48% |
| CITIGROUP INC | 7.53K | Jun 30, 26 | +185 | 0.47% |
| AMERIPRISE FINANCIAL INC | 6.24K | Jun 30, 26 | -58 | 0.39% |
| Navis Wealth Advisors, LLC | 6.21K | Jun 30, 26 | +37 | 0.39% |
| PACIFIC SUN FINANCIAL CORP | 5.76K | Jun 30, 26 | -10 | 0.36% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 4.98K | Jun 30, 26 | -180 | 0.31% |
| Portland Financial Advisors Inc | 4.63K | Jun 30, 26 | +416 | 0.29% |
| Clearview Wealth Management LLC | 4.14K | Jun 30, 26 | -102 | 0.26% |
| HighTower Advisors, LLC | 4.07K | Jun 30, 26 | +142 | 0.25% |
| Beacon Pointe Advisors, LLC | 4.06K | Jun 30, 26 | -165 | 0.25% |
| SUMMIT WEALTH GROUP LLC / CO | 3.94K | Jun 30, 26 | +144 | 0.25% |
| MML INVESTORS SERVICES, LLC | 3.76K | Jun 30, 26 | -145 | 0.24% |
| McAdam, LLC | 3.54K | Jun 30, 26 | -315 | 0.22% |
| Stratos Wealth Partners, LTD. | 3.49K | Jun 30, 26 | -92 | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 3.41K | Jun 30, 26 | -455 | 0.21% |
| AdvisorNet Financial, Inc | 3.21K | Jun 30, 26 | +812 | 0.20% |
| Strategic Blueprint, LLC | 3.11K | Jun 30, 26 | -- | 0.19% |
| Waverly Advisors, LLC | 2.78K | Jun 30, 26 | +30 | 0.17% |
| PARK AVENUE SECURITIES LLC | 2.57K | Jun 30, 26 | +2.57K | 0.16% |
| Ausdal Financial Partners, Inc. | 2.56K | Jun 30, 26 | +13 | 0.16% |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 2.51K | Jun 30, 26 | -198 | 0.16% |
| Continuum Advisory, LLC | 2.33K | Jun 30, 26 | +16 | 0.15% |
| JPMORGAN CHASE & CO | 2.32K | Jun 30, 26 | -- | 0.15% |
| Atomi Financial Group, Inc. | 2.15K | Jun 30, 26 | -39 | 0.13% |
| Western Wealth Management, LLC | 2.02K | Jun 30, 26 | -- | 0.13% |
| Pinnacle Financial Partners, Inc. | 1.97K | Jun 30, 26 | -- | 0.12% |
| Fragasso Group Inc. | 1.96K | Jun 30, 26 | -858 | 0.12% |
| IHT Wealth Management, LLC | 1.90K | Jun 30, 26 | +8 | 0.12% |
| Kestra Advisory Services, LLC | 1.86K | Jun 30, 26 | +1.86K | 0.12% |
| Private Advisor Group, LLC | 1.75K | Jun 30, 26 | -- | 0.11% |
| Swisher Financial Concepts, Inc. | 1.67K | Jun 30, 26 | -851 | 0.10% |
| J.W. COLE ADVISORS, INC. | 1.60K | Jun 30, 26 | +1.60K | 0.10% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.58K | Jun 30, 26 | +9 | 0.10% |
| Quantinno Capital Management LP | 1.56K | Jun 30, 26 | +1.56K | 0.10% |
| Grey Fox Wealth Advisors, LLC | 1.50K | Jun 30, 26 | -10 | 0.09% |
| Worth Financial Advisory Group, LLC | 1.48K | Jun 30, 26 | +1.48K | 0.09% |
| LIBRA WEALTH LLC | 1.46K | Jun 30, 26 | -- | 0.09% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1.45K | Jun 30, 26 | +1.45K | 0.09% |
| HARBOUR INVESTMENTS, INC. | 1.44K | Jun 30, 26 | +20 | 0.09% |
| Koshinski Asset Management, Inc. | 1.38K | Jun 30, 26 | +1.38K | 0.09% |
| Creative Planning | 1.37K | Jun 30, 26 | +1.37K | 0.09% |
| Sigma Planning Corp | 1.37K | Jun 30, 26 | -184 | 0.09% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.37K | Jun 30, 26 | +1.37K | 0.09% |
| Optimist Retirement Group LLC | 1.32K | Jun 30, 26 | +1.32K | 0.08% |
| STIFEL FINANCIAL CORP | 1.27K | Jun 30, 26 | +1.27K | 0.08% |
| IFP Advisors, Inc | 1.05K | Jun 30, 26 | -- | 0.07% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 880 | Jun 30, 26 | +400 | 0.06% |
| Rockefeller Capital Management L.P. | 344 | Jun 30, 26 | -- | 0.02% |
| Sage Mountain Advisors LLC | 340 | Jun 30, 26 | -112 | 0.02% |
| Medallion Wealth Advisors, LLC | 250 | Jun 30, 26 | -- | 0.02% |
| Capital Analysts, LLC | 240 | Jun 30, 26 | +2 | 0.02% |
| ASSETMARK, INC | 239 | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 238 | Jun 30, 26 | +35 | 0.01% |
| US BANCORP \DE\ | 233 | Jun 30, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 200 | Jun 30, 26 | -- | 0.01% |
| VALLEY NATIONAL ADVISERS INC | 191 | Jun 30, 26 | -- | 0.01% |
| Tidemark, LLC | 162 | Jun 30, 26 | -- | 0.01% |
| Winthrop Capital Management, LLC | 142 | Jun 30, 26 | -- | 0.01% |
| Vermillion Wealth Management, Inc. | 130 | Jun 30, 26 | +1 | 0.01% |
| N.E.W. Advisory Services LLC | 116 | Jun 30, 26 | +1 | 0.01% |
| Capital Investment Advisory Services, LLC | 114 | Jun 30, 26 | -- | 0.01% |
| NBC SECURITIES, INC. | 110 | Jun 30, 26 | -- | 0.01% |
| 10Elms LLP | 91 | Jun 30, 26 | +56 | 0.01% |
| Bogart Wealth, LLC | 74 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 73 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 71 | Jun 30, 26 | +1 | 0.00% |
| Farther Finance Advisors, LLC | 59 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 37 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 21 | Jun 30, 26 | -26 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | +1 | 0.00% |
| BLAIR WILLIAM & CO/IL | -- | Jun 30, 26 | -11 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -107 | -- |
| Reyes Financial Architecture, Inc. | -- | Jun 30, 26 | -73 | -- |
| Mariner, LLC | -- | Jun 30, 26 | -1.82K | -- |
| Steward Partners Investment Advisory, LLC | -- | Jun 30, 26 | -725 | -- |
| Pathfinder Wealth Consulting, Inc. | 6.89K | Mar 31, 26 | -72 | 0.43% |
| Jaffetilchin Investment Partners, LLC | 3.00K | Mar 31, 26 | +13 | 0.19% |
| Sunbelt Securities, Inc. | 10 | Mar 31, 26 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 1.40K | Dec 31, 25 | -- | 0.09% |
| Congress Wealth Management LLC / DE / | 85.69K | Jun 30, 25 | -20.45K | 5.36% |
| AVANTAX ADVISORY SERVICES, INC. | 11.00K | Jun 30, 25 | -240 | 0.69% |
| DOHJ, LLC | 2.56K | Jun 30, 25 | -1 | 0.16% |
| Raymond James Financial Services Advisors, Inc. | 1.86K | Sep 30, 24 | -160 | 0.12% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 5.37K | Jun 30, 24 | +1.38K | 0.34% |
| Cetera Advisors LLC | 2.37K | Mar 31, 24 | +226 | 0.15% |
| DB Wealth Management Group, LLC | 215 | Dec 31, 23 | +2 | 0.01% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 2.94K | Sep 30, 23 | +16 | 0.18% |
| Lumature Wealth Partners, LLC | 142 | Jun 30, 23 | -- | 0.01% |
| Claraphi Advisory Network, LLC | 12.51K | Dec 31, 22 | +6.19K | 0.78% |
| Bickling Financial Services, Inc. | 4.56K | Dec 31, 22 | +38 | 0.29% |
| American Portfolios Advisors | 1.53K | Sep 30, 22 | +1.53K | 0.10% |
| CAPITAL ONE FINANCIAL CORP | -- | Mar 31, 22 | -5.47K | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -22 | -- |
| Sonora Investment Management, LLC | -- | Sep 30, 21 | -102 | -- |
| Reby Advisors, LLC | 265 | Dec 31, 20 | +265 | 0.02% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -63 | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 23.23K | Dec 31, 19 | +15.68K | 1.45% |
| Advisor Group, Inc. | 4.06K | Dec 31, 19 | +1.48K | 0.25% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 3.25K | Dec 31, 19 | +3.25K | 0.20% |
| Capital One Investing, Inc. | 3.26K | Sep 30, 19 | +3.26K | 0.20% |
| NEXT Financial Holdings | 165 | Mar 31, 19 | +165 | 0.01% |
| Commonwealth Equity Services, Inc | 5.07K | Jun 30, 17 | +380 | 0.32% |
| MSI Financial Services Inc | 11.51K | Dec 31, 16 | +2.75K | 0.72% |
