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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 |
|---|---|---|---|---|
| HighTower Advisors, LLC | 2.34M | Jun 30, 26 | +84.77K | 37.18% |
| Abundance Wealth Counselors | 1.57M | Jun 30, 26 | +646.81K | 24.96% |
| Cambridge Investment Research Advisors, Inc. | 154.87K | Jun 30, 26 | +23.16K | 2.47% |
| EverSource Wealth Advisors, LLC | 125.65K | Jun 30, 26 | +20.97K | 2.00% |
| Stokes Capital Advisors, LLC | 80.00K | Jun 30, 26 | +12.86K | 1.27% |
| Boyer Financial Services, Inc. | 71.14K | Jun 30, 26 | +8.35K | 1.13% |
| Insight Wealth Partners, LLC | 65.12K | Jun 30, 26 | +4.61K | 1.04% |
| STIFEL FINANCIAL CORP | 57.26K | Jun 30, 26 | +6.97K | 0.91% |
| COMMONWEALTH EQUITY SERVICES, LLC | 43.22K | Jun 30, 26 | +1.12K | 0.69% |
| Forefront Wealth Partners, LLC | 28.30K | Jun 30, 26 | +12.77K | 0.45% |
| Geneos Wealth Management Inc. | 26.53K | Jun 30, 26 | +10.33K | 0.42% |
| Charis Legacy Partners, LLC | 13.52K | Jun 30, 26 | +3.67K | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.31K | Jun 30, 26 | +8.31K | 0.13% |
| Cetera Investment Advisers | 7.89K | Jun 30, 26 | +34 | 0.13% |
| GTS SECURITIES LLC | 7.44K | Jun 30, 26 | +7.44K | 0.12% |
| Traynor Capital Management, Inc. | 7.13K | Jun 30, 26 | -- | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 6.64K | Jun 30, 26 | -211 | 0.11% |
| Keel Point, LLC | 6.63K | Jun 30, 26 | +38 | 0.11% |
| Inspire Advisors, LLC | 5.89K | Jun 30, 26 | +40 | 0.09% |
| Betterment LLC | 5.66K | Jun 30, 26 | +5.66K | 0.09% |
| Capital Advisors, Ltd. LLC | 2.30K | Jun 30, 26 | +1.00K | 0.04% |
| Institute for Wealth Management, LLC. | 1.36K | Jun 30, 26 | +1.36K | 0.02% |
| Bare Financial Services, Inc | 1.25K | Jun 30, 26 | +1.25K | 0.02% |
| Integrated Wealth Concepts LLC | 800 | Jun 30, 26 | +800 | 0.01% |
| Hilltop National Bank | 396 | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 391 | Jun 30, 26 | +391 | 0.01% |
| MORGAN STANLEY | 103 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 34 | Jun 30, 26 | -- | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -7.84K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -8.12K | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -3.42K | -- |
| CWM, LLC | 5.92K | Mar 31, 26 | -810 | 0.09% |
| PRIVATE CAPITAL MANAGEMENT LLC | -- | Dec 31, 24 | -1.00K | -- |
