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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 |
|---|---|---|---|---|
| Invesco Ltd. | 5.74M | Jun 30, 26 | -96.89K | 23.41% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.60M | Jun 30, 26 | +341.72K | 6.51% |
| F/M Investments LLC | 1.03M | Jun 30, 26 | +1.03M | 4.22% |
| ADVISOR GROUP HOLDINGS, INC. | 1.01M | Jun 30, 26 | +150.09K | 4.10% |
| LPL Financial LLC | 700.23K | Jun 30, 26 | -70.86K | 2.85% |
| UBS Group AG | 677.15K | Jun 30, 26 | +166.98K | 2.76% |
| AWM CAPITAL, LLC | 619.96K | Jun 30, 26 | +17.47K | 2.53% |
| MORGAN STANLEY | 582.85K | Jun 30, 26 | -134.51K | 2.38% |
| WELLS FARGO & COMPANY/MN | 459.66K | Jun 30, 26 | -6.10K | 1.87% |
| Private Advisor Group, LLC | 378.13K | Jun 30, 26 | +87.16K | 1.54% |
| Convergence Financial, LLC | 342.49K | Jun 30, 26 | +203.28K | 1.40% |
| Miracle Mile Advisors, LLC | 317.56K | Jun 30, 26 | -8.70K | 1.29% |
| CPR Investments Inc. | 311.29K | Jun 30, 26 | -65.58K | 1.27% |
| Brookstone Capital Management | 305.07K | Jun 30, 26 | +2.61K | 1.24% |
| BANK OF AMERICA CORP /DE/ | 243.66K | Jun 30, 26 | +10.51K | 0.99% |
| CASTLE WEALTH MANAGEMENT LLC | 226.27K | Jun 30, 26 | -18.72K | 0.92% |
| ENVESTNET ASSET MANAGEMENT INC | 217.62K | Jun 30, 26 | -1.26M | 0.89% |
| COMMONWEALTH EQUITY SERVICES, LLC | 191.02K | Jun 30, 26 | +15.45K | 0.78% |
| DOCK STREET ASSET MANAGEMENT INC | 178.33K | Jun 30, 26 | -41.32K | 0.73% |
| IFG Advisory, LLC | 165.87K | Jun 30, 26 | +165.87K | 0.68% |
| First Command Advisory Services, Inc. | 144.26K | Jun 30, 26 | -5.40K | 0.59% |
| AMERIPRISE FINANCIAL INC | 141.85K | Jun 30, 26 | +10.51K | 0.58% |
| Clear Retirement Advice LLC | 121.93K | Jun 30, 26 | +9.38K | 0.50% |
| Private Advisory Group LLC | 116.39K | Jun 30, 26 | +58.62K | 0.47% |
| GOLDMAN SACHS GROUP INC | 113.99K | Jun 30, 26 | +113.99K | 0.46% |
| Cetera Investment Advisers | 113.06K | Jun 30, 26 | +13.32K | 0.46% |
| MML INVESTORS SERVICES, LLC | 104.72K | Jun 30, 26 | +19.88K | 0.43% |
| HighTower Advisors, LLC | 103.17K | Jun 30, 26 | -12.74K | 0.42% |
| Wealthcare Advisory Partners LLC | 101.30K | Jun 30, 26 | -6.69K | 0.41% |
| One Day In July LLC | 101.23K | Jun 30, 26 | +32.99K | 0.41% |
| FIRST HORIZON CORP | 98.48K | Jun 30, 26 | +15.78K | 0.40% |
| POWER WEALTH MANAGEMENT LLC | 83.33K | Jun 30, 26 | -11 | 0.34% |
| MATAURO, LLC | 77.90K | Jun 30, 26 | +2.55K | 0.32% |
| Vertex Planning Partners, LLC | 74.96K | Jun 30, 26 | +37.50K | 0.31% |
| Quaker Wealth Management, LLC | 68.37K | Jun 30, 26 | +68.27K | 0.28% |
| Ameritas Advisory Services, LLC | 66.19K | Jun 30, 26 | +66.19K | 0.27% |
| Kraft, Davis & Associates, LLC | 60.14K | Jun 30, 26 | +60.14K | 0.25% |
| Old Port Advisors | 55.59K | Jun 30, 26 | -5.00K | 0.23% |
| Gotham Asset Management, LLC | 42.10K | Jun 30, 26 | +495 | 0.17% |
| BRASADA CAPITAL MANAGEMENT, LP | 42.01K | Jun 30, 26 | -44.16K | 0.17% |
| Tower Research Capital LLC (TRC) | 41.29K | Jun 30, 26 | +41.29K | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 40.20K | Jun 30, 26 | -11.88K | 0.16% |
| Blueprint Investment Partners LLC | 39.99K | Jun 30, 26 | -35.72K | 0.16% |
| Evergreen Wealth Solutions, LLC | 38.96K | Jun 30, 26 | +1.03K | 0.16% |
| Spartan Planning & Wealth Management | 36.08K | Jun 30, 26 | -33.88K | 0.15% |
| EdgeRock Capital LLC | 35.95K | Jun 30, 26 | +2.96K | 0.15% |
| CARY STREET PARTNERS FINANCIAL LLC | 31.65K | Jun 30, 26 | +10.49K | 0.13% |
| D.A. DAVIDSON & CO. | 28.30K | Jun 30, 26 | -17.69K | 0.12% |
| Mariner, LLC | 27.42K | Jun 30, 26 | -44.73K | 0.11% |
| NewEdge Advisors, LLC | 26.32K | Jun 30, 26 | +44 | 0.11% |
| UMB Bank, n.a. | 26.17K | Jun 30, 26 | -382 | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.04K | Jun 30, 26 | +25.04K | 0.10% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24.01K | Jun 30, 26 | +18.01K | 0.10% |
| Bulwark Capital Corp | 21.36K | Jun 30, 26 | -- | 0.09% |
| Colony Group, LLC | 20.56K | Jun 30, 26 | -2.30K | 0.08% |
| Barton Investment Management | 19.48K | Jun 30, 26 | -950 | 0.08% |
| TRUIST FINANCIAL CORP | 18.59K | Jun 30, 26 | -47.25K | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 17.34K | Jun 30, 26 | +3.02K | 0.07% |
| Stratos Wealth Partners, LTD. | 16.78K | Jun 30, 26 | -400 | 0.07% |
| WRAPMANAGER INC | 15.17K | Jun 30, 26 | +5.54K | 0.06% |
| Clearwater Capital Advisors, LLC | 14.68K | Jun 30, 26 | -- | 0.06% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 14.24K | Jun 30, 26 | -2.00K | 0.06% |
| Core Wealth Partners LLC | 14.16K | Jun 30, 26 | -1.01K | 0.06% |
| Sovereign Financial Group, Inc. | 12.38K | Jun 30, 26 | +1.27K | 0.05% |
| Vise Technologies, Inc. | 12.04K | Jun 30, 26 | +12.04K | 0.05% |
| RWWM, Inc. | 11.68K | Jun 30, 26 | -242 | 0.05% |
| SILVER OAK SECURITIES, INCORPORATED | 11.55K | Jun 30, 26 | -- | 0.05% |
| May Barnhard Investments LLC | 11.30K | Jun 30, 26 | +363 | 0.05% |
| JPMORGAN CHASE & CO | 11.26K | Jun 30, 26 | -36.32K | 0.05% |
| FIDUCIARY TRUST CO | 11.23K | Jun 30, 26 | -- | 0.05% |
| STIFEL FINANCIAL CORP | 11.16K | Jun 30, 26 | -21.68K | 0.05% |
| Pinnacle Financial Partners, Inc. | 10.58K | Jun 30, 26 | -2.26K | 0.04% |
| Mutual Advisors, LLC | 10.30K | Jun 30, 26 | -359 | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 10.26K | Jun 30, 26 | -412.24K | 0.04% |
| ROYAL BANK OF CANADA | 9.94K | Jun 30, 26 | -208.65K | 0.04% |
| Rockefeller Capital Management L.P. | 9.69K | Jun 30, 26 | +3.62K | 0.04% |
| Integrated Wealth Concepts LLC | 9.15K | Jun 30, 26 | +73 | 0.04% |
| Strategic Financial Concepts, LLC | 8.71K | Jun 30, 26 | -1.18K | 0.04% |
| StoneX Group Inc. | 8.46K | Jun 30, 26 | +8.46K | 0.03% |
| Cerity Partners LLC | 8.18K | Jun 30, 26 | +29 | 0.03% |
| Golden State Wealth Management, LLC | 7.88K | Jun 30, 26 | +1.80K | 0.03% |
| J. M. Brown & Associates Inc. | 7.76K | Jun 30, 26 | +7.76K | 0.03% |
| Sankala Group LLC | 7.60K | Jun 30, 26 | +2.77K | 0.03% |
| CITADEL ADVISORS LLC | 7.26K | Jun 30, 26 | +7.26K | 0.03% |
| HRT FINANCIAL LP | 7.25K | Jun 30, 26 | +7.25K | 0.03% |
| Pensionmark Financial Group, LLC | 6.57K | Jun 30, 26 | +3.64K | 0.03% |
| HARBOUR INVESTMENTS, INC. | 6.25K | Jun 30, 26 | -1.88K | 0.03% |
| Valley Financial Group, Inc. | 5.96K | Jun 30, 26 | -917 | 0.02% |
| TWO SIGMA SECURITIES, LLC | 5.91K | Jun 30, 26 | +5.91K | 0.02% |
| Astra Wealth Partners LLC | 5.39K | Jun 30, 26 | -5.61K | 0.02% |
| Orin Green Financial, LLC | 5.14K | Jun 30, 26 | -2.44K | 0.02% |
| Accurate Wealth Management, LLC | 4.91K | Jun 30, 26 | -- | 0.02% |
| PFG Advisors | 4.84K | Jun 30, 26 | +385 | 0.02% |
| NORTHERN TRUST CORP | 4.26K | Jun 30, 26 | +4.26K | 0.02% |
| MGO ONE SEVEN LLC | 4.20K | Jun 30, 26 | -- | 0.02% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 4.14K | Jun 30, 26 | -6.55K | 0.02% |
| Steward Partners Investment Advisory, LLC | 4.04K | Jun 30, 26 | -3.66K | 0.02% |
| FLOW TRADERS U.S. LLC | 3.99K | Jun 30, 26 | -61.21K | 0.02% |
| Caldwell Trust Co | 3.93K | Jun 30, 26 | -- | 0.02% |
| PFG Investments, LLC | 3.71K | Jun 30, 26 | -44 | 0.02% |
| ACT Advisors, LLC. | 3.60K | Jun 30, 26 | -1.63K | 0.01% |
| US BANCORP \DE\ | 3.31K | Jun 30, 26 | +2.37K | 0.01% |
| JANE STREET GROUP, LLC | 2.80K | Jun 30, 26 | -6.88K | 0.01% |
| Anson Capital, Inc. | 2.76K | Jun 30, 26 | +2.76K | 0.01% |
| Gladstone Institutional Advisory LLC | 2.76K | Jun 30, 26 | -140 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.66K | Jun 30, 26 | -1.10M | 0.01% |
| CWA Asset Management Group, LLC | 2.60K | Jun 30, 26 | -- | 0.01% |
| CIBC Bancorp USA Inc. | 2.55K | Jun 30, 26 | -- | 0.01% |
| Ausdal Financial Partners, Inc. | 2.53K | Jun 30, 26 | -125 | 0.01% |
| Kovack Advisors, Inc. | 2.50K | Jun 30, 26 | -- | 0.01% |
| Whalen Wealth Management Inc. | 2.46K | Jun 30, 26 | -- | 0.01% |
| Prime Capital Investment Advisors, LLC | 2.42K | Jun 30, 26 | +2.42K | 0.01% |
| Equitable Holdings, Inc. | 2.35K | Jun 30, 26 | +2.35K | 0.01% |
| Kestra Advisory Services, LLC | 2.08K | Jun 30, 26 | -1.99K | 0.01% |
| Tidemark, LLC | 2.04K | Jun 30, 26 | -92 | 0.01% |
| Whitcomb & Hess, Inc. | 2.01K | Jun 30, 26 | -753 | 0.01% |
| Haverford Trust Co | 2.00K | Jun 30, 26 | +2.00K | 0.01% |
| Highland Investment Advisors LLC | 1.98K | Jun 30, 26 | +1.98K | 0.01% |
| Robinson Value Management, Ltd. | 1.65K | Jun 30, 26 | -- | 0.01% |
| Mascoma Wealth Management LLC | 853 | Jun 30, 26 | +618 | 0.00% |
| PRIVATE TRUST CO NA | 698 | Jun 30, 26 | -160 | 0.00% |
| EverSource Wealth Advisors, LLC | 350 | Jun 30, 26 | -2.23K | 0.00% |
| Wealth Enhancement Trust Services, Inc. | 287 | Jun 30, 26 | +287 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 241 | Jun 30, 26 | +157 | 0.00% |
| KERR FINANCIAL PLANNING Corp | 204 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 136 | Jun 30, 26 | -9 | 0.00% |
| FIFTH THIRD BANCORP | 134 | Jun 30, 26 | -7.01K | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 85 | Jun 30, 26 | +85 | 0.00% |
| Farther Finance Advisors, LLC | 82 | Jun 30, 26 | -100 | 0.00% |
| Global Retirement Partners, LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| NBC SECURITIES, INC. | 37 | Jun 30, 26 | -599 | 0.00% |
| Sunrise Financial Services, LLC | 36 | Jun 30, 26 | +36 | 0.00% |
| FMR LLC | 27 | Jun 30, 26 | -274 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 15 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | Jun 30, 26 | -91 | 0.00% |
| SIGNATUREFD, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| AlphaStar Capital Management, LLC | -- | Jun 30, 26 | -1.90K | -- |
| Kingsview Wealth Management, LLC | -- | Jun 30, 26 | -1.90K | -- |
| RiverFront Investment Group, LLC | -- | Jun 30, 26 | -1.71M | -- |
| CLEAR INVESTMENT RESEARCH, LLC | -- | Jun 30, 26 | -658 | -- |
| Spire Wealth Management | -- | Jun 30, 26 | -441 | -- |
| GUIDANCE CAPITAL, INC | -- | Jun 30, 26 | -12.44K | -- |
| DAVENPORT & Co LLC | -- | Jun 30, 26 | -2.04K | -- |
| Maridea Wealth Management LLC | -- | Jun 30, 26 | -3.32K | -- |
| Crumly & Associates Inc. | -- | Jun 30, 26 | -4.15K | -- |
| WBI INVESTMENTS, INC. | -- | Jun 30, 26 | -3.72K | -- |
| WILEY BROS.-AINTREE CAPITAL, LLC | -- | Jun 30, 26 | -3.70K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -860 | -- |
| ARVEST INVESTMENTS, INC. | -- | Jun 30, 26 | -2.50K | -- |
| Belpointe Asset Management LLC | -- | Jun 30, 26 | -9.48K | -- |
| Advyzon Investment Management, LLC | -- | Jun 30, 26 | -2.16K | -- |
| CULLEN/FROST BANKERS, INC. | -- | Jun 30, 26 | -1 | -- |
| TD PRIVATE CLIENT WEALTH LLC | -- | Jun 30, 26 | -78 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -7.00K | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -2 | -- |
| Concurrent Investment Advisors, LLC | -- | Jun 30, 26 | -16.77K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -215 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -120 | -- |
| Janney Montgomery Scott LLC | -- | Jun 30, 26 | -142.52K | -- |
| MILLINGTON SECURITIES, INC. | 3.72K | Mar 31, 26 | +3.72K | 0.02% |
| CWM, LLC | 95 | Mar 31, 26 | -- | 0.00% |
| McCarthy & Cox | 3.62K | Dec 31, 25 | -17.94K | 0.01% |
| Clarius Group, LLC | 3.31K | Dec 31, 25 | -13.90K | 0.01% |
| CIBC Private Wealth Group, LLC | 2.32K | Dec 31, 25 | -- | 0.01% |
| COMERICA BANK | 184 | Dec 31, 25 | -- | 0.00% |
| PINNACLE FINANCIAL PARTNERS INC | 149.11K | Sep 30, 25 | -11.84K | 0.61% |
| SYNOVUS FINANCIAL CORP | 8.55K | Sep 30, 25 | -1.45K | 0.03% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -8.53K | -- |
| Atria Wealth Solutions, Inc. | 9.31K | Jun 30, 25 | -660 | 0.04% |
| Orion Portfolio Solutions, LLC | 2.13K | Mar 31, 25 | -- | 0.01% |
| HTLF Bank | 53.32K | Dec 31, 24 | -1.09K | 0.22% |
| Titan Capital Management, LLC /TX | 118.17K | Sep 30, 24 | -760 | 0.48% |
| RAYMOND JAMES TRUST N.A. | 5.95K | Sep 30, 24 | +5.95K | 0.02% |
| American Planning Services, Inc. | 4.90K | Sep 30, 24 | -- | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 3.26K | Sep 30, 24 | +3.26K | 0.01% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -170 | -- |
| Cetera Advisor Networks LLC | 8.10K | Mar 31, 24 | +1.03K | 0.03% |
| TELEMUS CAPITAL, LLC | 37.89K | Dec 31, 23 | +4.41K | 0.15% |
| FOCUS FINANCIAL NETWORK INC /ADV | 4.06K | Dec 31, 23 | +4.06K | 0.02% |
| DUBUQUE BANK & TRUST CO | 27.64K | Sep 30, 23 | -2.64K | 0.11% |