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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BWM Planning, LLC | 139.19K | Jun 30, 26 | -- | 13.32% |
| GOLDMAN SACHS GROUP INC | 118.00K | Jun 30, 26 | -- | 11.29% |
| JPMORGAN CHASE & CO | 52.09K | Jun 30, 26 | -- | 4.99% |
| Pathstone Holdings, LLC | 41.07K | Jun 30, 26 | -- | 3.93% |
| LPL Financial LLC | 30.72K | Jun 30, 26 | -403 | 2.94% |
| Range Advisory, LLC | 16.61K | Jun 30, 26 | +333 | 1.59% |
| Equitable Holdings, Inc. | 14.85K | Jun 30, 26 | -300 | 1.42% |
| MATHER GROUP, LLC. | 10.20K | Jun 30, 26 | -- | 0.98% |
| CITADEL ADVISORS LLC | 10.00K | Jun 30, 26 | +6.16K | 0.96% |
| Private Advisor Group, LLC | 9.79K | Jun 30, 26 | -- | 0.94% |
| Capstone Wealth Management Group, Inc. | 7.63K | Jun 30, 26 | +7.63K | 0.73% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7.22K | Jun 30, 26 | -- | 0.69% |
| ROYAL BANK OF CANADA | 6.89K | Jun 30, 26 | -- | 0.66% |
| Kestra Advisory Services, LLC | 6.28K | Jun 30, 26 | +7 | 0.60% |
| BANK OF AMERICA CORP /DE/ | 6.15K | Jun 30, 26 | +1.41K | 0.59% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 5.80K | Jun 30, 26 | -- | 0.56% |
| EP Wealth Advisors, LLC | 5.38K | Jun 30, 26 | -2.97K | 0.52% |
| SENTINEL TRUST CO LBA | 4.72K | Jun 30, 26 | -- | 0.45% |
| Sterling Investment Counsel, LLC | 4.43K | Jun 30, 26 | +20 | 0.42% |
| Stratos Wealth Partners, LTD. | 4.31K | Jun 30, 26 | +226 | 0.41% |
| Midwest Trust Co | 3.90K | Jun 30, 26 | +3.90K | 0.37% |
| THRIVENT FINANCIAL FOR LUTHERANS | 3.31K | Jun 30, 26 | -216 | 0.32% |
| Centurion Wealth Management LLC | 3.24K | Jun 30, 26 | +198 | 0.31% |
| APPLETON PARTNERS INC/MA | 3.05K | Jun 30, 26 | -70 | 0.29% |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.00K | Jun 30, 26 | -- | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.82K | Jun 30, 26 | -540 | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 2.75K | Jun 30, 26 | +502 | 0.26% |
| Creative Planning | 2.71K | Jun 30, 26 | +2.71K | 0.26% |
| Nova Wealth Management, Inc. | 350 | Jun 30, 26 | -- | 0.03% |
| UBS Group AG | 306 | Jun 30, 26 | +101 | 0.03% |
| Washington Trust Advisors, Inc. | 200 | Jun 30, 26 | +200 | 0.02% |
| Steward Partners Investment Advisory, LLC | 49 | Jun 30, 26 | -2 | 0.00% |
| POM Investment Strategies, LLC | 41 | Jun 30, 26 | +1 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 8 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 4 | Jun 30, 26 | -- | 0.00% |
| MORGAN STANLEY | 2 | Jun 30, 26 | +1 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -4 | -- |
| Capstone Wealth Management Group LLC | 8.39K | Mar 31, 26 | -- | 0.80% |
| GPS Wealth Strategies Group, LLC | 107 | Dec 31, 25 | +29 | 0.01% |
| VitalStone Financial, LLC | 450 | Sep 30, 24 | -- | 0.04% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 7.19K | Sep 30, 23 | -10.09K | 0.69% |
| Advisor Group, Inc. | 114 | Dec 31, 19 | -- | 0.01% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
