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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| EASTERN BANK | 720.66K | Sep 30, 26 | +33.28K | 0.40% |
| DKM Wealth Management, Inc. | 351.75K | Sep 30, 26 | -17.75K | 0.20% |
| ECLECTIC ASSOCIATES INC /ADV | 274.34K | Sep 30, 26 | +32.66K | 0.15% |
| DIVERSIFIED MANAGEMENT INC | 149.79K | Sep 30, 26 | +323 | 0.08% |
| Planning Strategies Inc. | 148.27K | Sep 30, 26 | +11.51K | 0.08% |
| Sprinkle Financial Consultants LLC | 147.64K | Sep 30, 26 | +7.84K | 0.08% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 29.48K | Sep 30, 26 | -13 | 0.02% |
| Weaver Consulting Group | 25.40K | Sep 30, 26 | -28 | 0.01% |
| Avidian Wealth Solutions, LLC | 25.00K | Sep 30, 26 | +25.00K | 0.01% |
| CoreCap Advisors, LLC | 21.02K | Sep 30, 26 | -- | 0.01% |
| TITLEIST ASSET MANAGEMENT, LLC | 12.18K | Sep 30, 26 | -138 | 0.01% |
| Farther Finance Advisors, LLC | 8.48K | Sep 30, 26 | +714 | 0.00% |
| BOYUM WEALTH ARCHITECTS LLC | 7.51K | Sep 30, 26 | -3.92K | 0.00% |
| RHODES INVESTMENT ADVISORS INC /ADV | 6.86K | Sep 30, 26 | +6.86K | 0.00% |
| PRIVATE CLIENT SERVICES, LLC | 6.84K | Sep 30, 26 | -- | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 26.04M | Jun 30, 26 | +1.78M | 14.60% |
| LPL Financial LLC | 17.80M | Jun 30, 26 | +1.68M | 9.98% |
| RAYMOND JAMES FINANCIAL INC | 6.26M | Jun 30, 26 | +648.18K | 3.51% |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.29M | Jun 30, 26 | +8.88K | 2.97% |
| MORGAN STANLEY | 4.37M | Jun 30, 26 | +301.96K | 2.45% |
| ADVISOR GROUP HOLDINGS, INC. | 3.91M | Jun 30, 26 | +536.59K | 2.19% |
| WELLS FARGO & COMPANY/MN | 3.32M | Jun 30, 26 | -176.11K | 1.86% |
| ROYAL BANK OF CANADA | 2.63M | Jun 30, 26 | +358.25K | 1.48% |
| Baird Financial Group, Inc. | 2.30M | Jun 30, 26 | -459.03K | 1.29% |
| VOYA INVESTMENT MANAGEMENT LLC | 2.21M | Jun 30, 26 | -170.69K | 1.24% |
| JONES FINANCIAL COMPANIES LLLP | 2.15M | Jun 30, 26 | +189.91K | 1.20% |
| Cambridge Investment Research Advisors, Inc. | 2.15M | Jun 30, 26 | +99.07K | 1.20% |
| BANK OF AMERICA CORP /DE/ | 2.03M | Jun 30, 26 | +127.20K | 1.14% |
| Consolidated Planning Corp | 1.82M | Jun 30, 26 | -6.38K | 1.02% |
| STIFEL FINANCIAL CORP | 1.76M | Jun 30, 26 | +318.03K | 0.99% |
| Bank of New York Mellon Corp | 1.69M | Jun 30, 26 | +58.92K | 0.95% |
| Cetera Investment Advisers | 1.62M | Jun 30, 26 | +115.34K | 0.91% |
| Mesirow Financial Investment Management, Inc. | 1.58M | Jun 30, 26 | +48.74K | 0.88% |
| Creative Planning | 1.57M | Jun 30, 26 | -50.59K | 0.88% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.25M | Jun 30, 26 | +39.04K | 0.70% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.23M | Jun 30, 26 | -7.66K | 0.69% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1.11M | Jun 30, 26 | -79.81K | 0.62% |
| Evergreen Wealth Solutions, LLC | 1.07M | Jun 30, 26 | -350 | 0.60% |
| UBS Group AG | 950.35K | Jun 30, 26 | -95.83K | 0.53% |
| Private Advisor Group, LLC | 877.27K | Jun 30, 26 | -21.82K | 0.49% |
| PYA Waltman Capital, LLC | 870.54K | Jun 30, 26 | +37.80K | 0.49% |
| AMERIPRISE FINANCIAL INC | 865.14K | Jun 30, 26 | -347.49K | 0.49% |
| Souders Financial Advisors | 810.10K | Jun 30, 26 | +32.90K | 0.45% |
| CORA CAPITAL ADVISORS LLC | 803.92K | Jun 30, 26 | +21.21K | 0.45% |
| ADE, LLC | 629.05K | Jun 30, 26 | +25.03K | 0.35% |
| Resources Investment Advisors, LLC. | 583.19K | Jun 30, 26 | -20.11K | 0.33% |
| Rockefeller Capital Management L.P. | 565.89K | Jun 30, 26 | -83.72K | 0.32% |
| JPMORGAN CHASE & CO | 558.82K | Jun 30, 26 | +88.74K | 0.31% |
| Janney Montgomery Scott LLC | 554.29K | Jun 30, 26 | +32.68K | 0.31% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 544.43K | Jun 30, 26 | -133.10K | 0.31% |
| McCarthy Asset Management, Inc. | 537.52K | Jun 30, 26 | +537.52K | 0.30% |
| Capital Analysts, LLC | 501.78K | Jun 30, 26 | +46.74K | 0.28% |
| D.A. DAVIDSON & CO. | 471.10K | Jun 30, 26 | -15.14K | 0.26% |
| Cornerstone Advisory, LLC | 467.66K | Jun 30, 26 | -18.80K | 0.26% |
| FINANCIAL CONSULATE, INC | 456.25K | Jun 30, 26 | +12.31K | 0.26% |
| Aprio Wealth Management, LLC | 451.65K | Jun 30, 26 | -54.44K | 0.25% |
| ARS Wealth Advisors Group, LLC | 448.69K | Jun 30, 26 | +30.13K | 0.25% |
| Kestra Advisory Services, LLC | 425.90K | Jun 30, 26 | +5.49K | 0.24% |
| Ausdal Financial Partners, Inc. | 420.41K | Jun 30, 26 | -87.99K | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 406.41K | Jun 30, 26 | +32.25K | 0.23% |
| Miracle Mile Advisors, LLC | 395.75K | Jun 30, 26 | -1.13K | 0.22% |
| Arcus Capital Partners, LLC | 387.65K | Jun 30, 26 | -34.23K | 0.22% |
| Harfst & Associates, Inc. | 373.43K | Jun 30, 26 | +1.41K | 0.21% |
| DKM Wealth Management, Inc. | 369.50K | Jun 30, 26 | -13.47K | 0.21% |
| Principle Wealth Partners LLC | 345.95K | Jun 30, 26 | -5.63K | 0.19% |
| Allworth Financial LP | 331.36K | Jun 30, 26 | +18.55K | 0.19% |
| MML INVESTORS SERVICES, LLC | 309.65K | Jun 30, 26 | +57.14K | 0.17% |
| Forge Financial Services LLC | 306.88K | Jun 30, 26 | -4.87K | 0.17% |
| Onyx Bridge Wealth Group LLC | 291.46K | Jun 30, 26 | -18.39K | 0.16% |
| MTM Investment Management, LLC | 290.41K | Jun 30, 26 | +5.18K | 0.16% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 289.13K | Jun 30, 26 | +120.06K | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 288.09K | Jun 30, 26 | +270.56K | 0.16% |
| HighTower Advisors, LLC | 287.26K | Jun 30, 26 | -4.32K | 0.16% |
| Advocate Investing Services LLC | 282.28K | Jun 30, 26 | -1.33K | 0.16% |
| NewEdge Advisors, LLC | 276.97K | Jun 30, 26 | -3.13K | 0.16% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 265.22K | Jun 30, 26 | +5.32K | 0.15% |
| Beacon Financial Advisory LLC | 263.06K | Jun 30, 26 | +6.64K | 0.15% |
| NCM Capital Management, LLC | 262.74K | Jun 30, 26 | +35.92K | 0.15% |
| Focus Financial Network, Inc. | 260.78K | Jun 30, 26 | +174.62K | 0.15% |
| Pensionmark Financial Group, LLC | 260.21K | Jun 30, 26 | -50 | 0.15% |
| CERTIOR FINANCIAL GROUP, LLC | 256.00K | Jun 30, 26 | +15.85K | 0.14% |
| Keystone Financial Group | 254.14K | Jun 30, 26 | -315 | 0.14% |
| National Wealth Management Group, LLC | 250.39K | Jun 30, 26 | -104.13K | 0.14% |
| Ledyard National Bank | 240.90K | Jun 30, 26 | -96 | 0.14% |
| Wealth Alliance | 240.17K | Jun 30, 26 | +106.16K | 0.13% |
| IFG Advisory, LLC | 236.27K | Jun 30, 26 | +231.85K | 0.13% |
| Essex Financial Services, Inc. | 229.79K | Jun 30, 26 | +4.60K | 0.13% |
| Carson Advisory Inc. | 227.42K | Jun 30, 26 | +8.05K | 0.13% |
| Garden State Investment Advisory Services LLC | 224.05K | Jun 30, 26 | -2.76K | 0.13% |
| Waverly Advisors, LLC | 223.62K | Jun 30, 26 | -49.10K | 0.13% |
| CAPTRUST FINANCIAL ADVISORS | 221.66K | Jun 30, 26 | -240.67K | 0.12% |
| EXCHANGE TRADED CONCEPTS, LLC | 218.82K | Jun 30, 26 | +16.05K | 0.12% |
| V2 Financial group LLC | 215.95K | Jun 30, 26 | +20.34K | 0.12% |
| Asset One Wealth Management LLC | 215.45K | Jun 30, 26 | -5.27K | 0.12% |
| Financial Security Advisor, Inc. | 207.37K | Jun 30, 26 | +6.70K | 0.12% |
| 4J Wealth Management LLC | 205.53K | Jun 30, 26 | -64.77K | 0.12% |
| IFP Advisors, Inc | 202.68K | Jun 30, 26 | +8.84K | 0.11% |
| Prospera Financial Services Inc | 198.08K | Jun 30, 26 | -208.50K | 0.11% |
| Chemistry Wealth Management LLC | 194.25K | Jun 30, 26 | +10.05K | 0.11% |
| WEDBUSH SECURITIES INC | 192.67K | Jun 30, 26 | +20.86K | 0.11% |
| Harbor Group, Inc. | 182.38K | Jun 30, 26 | +40.81K | 0.10% |
| Lighthouse Financial LLC | 177.29K | Jun 30, 26 | +1.39K | 0.10% |
| Founders Financial Alliance, LLC | 174.97K | Jun 30, 26 | +4.68K | 0.10% |
| Stratos Wealth Advisors, LLC | 173.82K | Jun 30, 26 | +3.06K | 0.10% |
| Stratos Wealth Partners, LTD. | 172.34K | Jun 30, 26 | +16.76K | 0.10% |
| AE Wealth Management LLC | 171.09K | Jun 30, 26 | +58.97K | 0.10% |
| DAVENPORT & Co LLC | 169.31K | Jun 30, 26 | +11.51K | 0.09% |
| Paragon Advisors, LLC | 164.03K | Jun 30, 26 | +4.12K | 0.09% |
| Southland Equity Partners LLC | 162.96K | Jun 30, 26 | -955 | 0.09% |
| HARBOUR INVESTMENTS, INC. | 161.70K | Jun 30, 26 | +8.96K | 0.09% |
| CENTAURUS FINANCIAL, INC. | 159.66K | Jun 30, 26 | +13.37K | 0.09% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 151.49K | Jun 30, 26 | -75.64K | 0.08% |
| Tanglewood Wealth Management, Inc. | 149.06K | Jun 30, 26 | +2.39K | 0.08% |
| KM Capital Management Ltd. | 148.35K | Jun 30, 26 | +6.61K | 0.08% |
| Modern Wealth Management, LLC | 147.22K | Jun 30, 26 | -1.13M | 0.08% |
| Capital Investment Advisory Services, LLC | 141.79K | Jun 30, 26 | +16.94K | 0.08% |
| Sprinkle Financial Consultants LLC | 139.80K | Jun 30, 26 | +4.18K | 0.08% |
| Equitable Holdings, Inc. | 133.25K | Jun 30, 26 | -239 | 0.07% |
| IHT Wealth Management, LLC | 129.95K | Jun 30, 26 | +32.51K | 0.07% |
| Integrated Wealth Concepts LLC | 123.26K | Jun 30, 26 | -28.59K | 0.07% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 122.77K | Jun 30, 26 | -8.11K | 0.07% |
| MAI Capital Management | 120.86K | Jun 30, 26 | +11.71K | 0.07% |
| Advisory Services Network, LLC | 119.54K | Jun 30, 26 | +643 | 0.07% |
| Centerpoint Advisory Group | 115.72K | Jun 30, 26 | +2.18K | 0.06% |
| LIBERTY WEALTH MANAGEMENT LLC | 111.42K | Jun 30, 26 | -- | 0.06% |
| NATIXIS ADVISORS, L.P. | 107.76K | Jun 30, 26 | +4.95K | 0.06% |
| Sigma Planning Corp | 105.87K | Jun 30, 26 | -13.84K | 0.06% |
| Wingate Wealth Advisors, Inc. | 100.56K | Jun 30, 26 | +10.26K | 0.06% |
| TRUIST FINANCIAL CORP | 100.42K | Jun 30, 26 | +4.53K | 0.06% |
| Merit Financial Group, LLC | 98.81K | Jun 30, 26 | -7.55K | 0.06% |
| Retirement Planning Group | 97.93K | Jun 30, 26 | -197 | 0.05% |
| United Advisor Group, LLC | 94.84K | Jun 30, 26 | +18.07K | 0.05% |
| HARBOR INVESTMENT ADVISORY, LLC | 94.41K | Jun 30, 26 | +10.48K | 0.05% |
| WCG Wealth Advisors LLC | 94.24K | Jun 30, 26 | -92.48K | 0.05% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 91.13K | Jun 30, 26 | +490 | 0.05% |
| Global Retirement Partners, LLC | 90.40K | Jun 30, 26 | +90.40K | 0.05% |
| AXXCESS WEALTH MANAGEMENT, LLC | 87.83K | Jun 30, 26 | +9.47K | 0.05% |
| Strategic Financial Concepts, LLC | 86.66K | Jun 30, 26 | -27.42K | 0.05% |
| BENJAMIN EDWARDS INC | 86.64K | Jun 30, 26 | +5.27K | 0.05% |
| Atlas Wealth LLC | 84.51K | Jun 30, 26 | -32.85K | 0.05% |
| CI Private Wealth, LLC | 84.02K | Jun 30, 26 | -15.09K | 0.05% |
| Mariner, LLC | 82.19K | Jun 30, 26 | -58.15K | 0.05% |
| High Net Worth Advisory Group LLC | 81.80K | Jun 30, 26 | -2.51K | 0.05% |
| BALLAST ADVISORS LLC | 81.61K | Jun 30, 26 | +67.11K | 0.05% |
| HFG Advisors, Inc. | 80.83K | Jun 30, 26 | +2.02K | 0.05% |
| Harborfront Financial Group LLC | 78.20K | Jun 30, 26 | +78.20K | 0.04% |
| WILLIAM JOHN SEMPOLINSKI | 77.44K | Jun 30, 26 | +24.38K | 0.04% |
| CRA Financial Services, LLC | 76.35K | Jun 30, 26 | -973 | 0.04% |
| LINCOLN CAPITAL CORP | 76.26K | Jun 30, 26 | +1.61K | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 76.25K | Jun 30, 26 | -1.99K | 0.04% |
| Compass Ion Advisors, LLC | 74.99K | Jun 30, 26 | -896 | 0.04% |
| Sharkey, Howes & Javer | 73.26K | Jun 30, 26 | -- | 0.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 72.81K | Jun 30, 26 | -44.20K | 0.04% |
| Concurrent Investment Advisors, LLC | 72.06K | Jun 30, 26 | -22.45K | 0.04% |
| WealthPLAN Partners, LLC | 71.06K | Jun 30, 26 | -7.73K | 0.04% |
| SFM, LLC | 69.76K | Jun 30, 26 | -22.82K | 0.04% |
| J.W. COLE ADVISORS, INC. | 68.77K | Jun 30, 26 | +4.84K | 0.04% |
| Robertson Stephens Wealth Management, LLC | 67.28K | Jun 30, 26 | -- | 0.04% |
| Summit Financial, LLC | 66.79K | Jun 30, 26 | -480 | 0.04% |
| SEAMOUNT FINANCIAL GROUP INC | 66.69K | Jun 30, 26 | +2.00K | 0.04% |
| Legacy Capital Wealth Partners, LLC | 66.25K | Jun 30, 26 | +6.25K | 0.04% |
| SAR WEALTH MANAGEMENT GROUP, LLC | 65.62K | Jun 30, 26 | +1.41K | 0.04% |
| Western Wealth Management, LLC | 63.74K | Jun 30, 26 | -8.07K | 0.04% |
| Peak Asset Management, LLC | 63.08K | Jun 30, 26 | +1.19K | 0.04% |
| Integrated Advisors Network LLC | 60.13K | Jun 30, 26 | +1.11K | 0.03% |
| QUANTUM FINANCIAL PARTNERS LLC | 59.15K | Jun 30, 26 | +59.15K | 0.03% |
| PRINCIPAL SECURITIES, INC. | 57.44K | Jun 30, 26 | +516 | 0.03% |
| Hilltop Holdings Inc. | 55.97K | Jun 30, 26 | -5.88K | 0.03% |
| FOUNDERS FINANCIAL SECURITIES LLC | 55.32K | Jun 30, 26 | +271 | 0.03% |
| PCG Wealth Advisors, LLC | 52.97K | Jun 30, 26 | +2.75K | 0.03% |
| VICUS CAPITAL | 52.63K | Jun 30, 26 | +8.62K | 0.03% |
| Godshalk Welsh Capital Management, Inc. | 51.50K | Jun 30, 26 | +2.63K | 0.03% |
| Koshinski Asset Management, Inc. | 50.99K | Jun 30, 26 | +2.15K | 0.03% |
| Garton & Associates Financial Advisors LLC | 50.91K | Jun 30, 26 | +1.28K | 0.03% |
| AdvisorNet Financial, Inc | 50.67K | Jun 30, 26 | +1.16K | 0.03% |
| Patriot Financial Group Insurance Agency, LLC | 50.28K | Jun 30, 26 | -60.25K | 0.03% |
| Regal Investment Advisors LLC | 49.20K | Jun 30, 26 | +824 | 0.03% |
| Kingsview Wealth Management, LLC | 49.16K | Jun 30, 26 | -18.61K | 0.03% |
| COZAD ASSET MANAGEMENT INC | 47.76K | Jun 30, 26 | -1.35K | 0.03% |
| SITTNER & NELSON, LLC | 47.68K | Jun 30, 26 | +4.22K | 0.03% |
| FLAGSHIP HARBOR ADVISORS, LLC | 47.42K | Jun 30, 26 | +10.56K | 0.03% |
| CARY STREET PARTNERS FINANCIAL LLC | 46.27K | Jun 30, 26 | -302 | 0.03% |
| STEPHENS INC /AR/ | 44.25K | Jun 30, 26 | +44.25K | 0.02% |
| CJM Wealth Advisers, Ltd. | 43.57K | Jun 30, 26 | -744 | 0.02% |
| SVRN Asset Management, LLC | 43.23K | Jun 30, 26 | -13.54K | 0.02% |
| Advyzon Investment Management, LLC | 42.31K | Jun 30, 26 | +2.74K | 0.02% |
| Value Investment Professionals, LLC | 39.97K | Jun 30, 26 | +39.97K | 0.02% |
| Marks Group Wealth Management, Inc | 39.21K | Jun 30, 26 | -13.79K | 0.02% |
| ORBA Wealth Advisors, L.L.C. | 37.60K | Jun 30, 26 | +16.83K | 0.02% |
| SRS Capital Advisors, Inc. | 37.36K | Jun 30, 26 | +4.48K | 0.02% |
| NVWM, LLC | 36.76K | Jun 30, 26 | -13.54K | 0.02% |
| Walkner Condon Financial Advisors LLC | 36.69K | Jun 30, 26 | -1.20K | 0.02% |
| Z3 Capital Partners, LLC | 36.58K | Jun 30, 26 | +1.23K | 0.02% |
| HighPoint Advisor Group LLC | 36.19K | Jun 30, 26 | -804 | 0.02% |
| Sugar Maple Asset Management, LLC | 35.99K | Jun 30, 26 | -3.05K | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 35.24K | Jun 30, 26 | -37.87K | 0.02% |
| WARNER FINANCIAL, INC | 34.61K | Jun 30, 26 | -435 | 0.02% |
| OneAscent Financial Services LLC | 34.00K | Jun 30, 26 | -1.97K | 0.02% |
| Mayflower Financial Advisors, LLC | 33.12K | Jun 30, 26 | -- | 0.02% |
| Comprehensive Financial Planning, Inc./PA | 32.98K | Jun 30, 26 | +5.11K | 0.02% |
| CMG Global Holdings, LLC | 32.36K | Jun 30, 26 | -2.25K | 0.02% |
| Leo H. Evart, Inc. | 31.81K | Jun 30, 26 | +998 | 0.02% |
| CITADEL ADVISORS LLC | 31.57K | Jun 30, 26 | +25.30K | 0.02% |
| Rubicon Advisors, GP | 31.37K | Jun 30, 26 | -36.39K | 0.02% |
| FIFTH THIRD BANCORP | 31.12K | Jun 30, 26 | -3.79K | 0.02% |
| COFG Advisors, LLC | 31.05K | Jun 30, 26 | +570 | 0.02% |
| MSH Capital Advisors LLC | 30.24K | Jun 30, 26 | +3.55K | 0.02% |
| Solidarity Wealth, LLC | 30.18K | Jun 30, 26 | +30.18K | 0.02% |
| FMA Wealth Management, LLC | 30.00K | Jun 30, 26 | -508 | 0.02% |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 29.50K | Jun 30, 26 | -2.57K | 0.02% |
| RM Financial Services, LLC | 29.26K | Jun 30, 26 | +1.28K | 0.02% |
| STUDIO INVESTMENT MANAGEMENT LLC | 29.02K | Jun 30, 26 | -519 | 0.02% |
| Colony Group, LLC | 28.20K | Jun 30, 26 | -1.42K | 0.02% |
| Heritage Wealth Management, Inc. | 28.13K | Jun 30, 26 | +5.33K | 0.02% |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 28.07K | Jun 30, 26 | +2.62K | 0.02% |
| Frontier Asset Management, LLC | 27.64K | Jun 30, 26 | -1.11K | 0.02% |
| American Financial Advisors, LLC | 26.56K | Jun 30, 26 | -500 | 0.01% |
| Fort Sheridan Advisors LLC | 26.26K | Jun 30, 26 | +4.02K | 0.01% |
| Vision Retirement, LLC | 25.89K | Jun 30, 26 | -25.23K | 0.01% |
| Midwest Financial Group LLC | 25.46K | Jun 30, 26 | +2.33K | 0.01% |
| HB Wealth Management, LLC | 25.45K | Jun 30, 26 | +25.45K | 0.01% |
| Cornerstone Wealth Management, LLC | 24.86K | Jun 30, 26 | -1.64K | 0.01% |
| Catalyst Investment Management LLC | 24.71K | Jun 30, 26 | +24.71K | 0.01% |
| Fortis Capital Advisors, LLC | 24.38K | Jun 30, 26 | +166 | 0.01% |
| Belpointe Asset Management LLC | 24.38K | Jun 30, 26 | +166 | 0.01% |
| Maridea Wealth Management LLC | 23.80K | Jun 30, 26 | +23.80K | 0.01% |
| TSFG, LLC | 22.91K | Jun 30, 26 | +295 | 0.01% |
| Gotham Asset Management, LLC | 22.73K | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 22.27K | Jun 30, 26 | -1.26K | 0.01% |
| Per Stirling Capital Management, LLC. | 22.24K | Jun 30, 26 | -2.50K | 0.01% |
| Sanctuary Advisors, LLC | 22.23K | Jun 30, 26 | -1.44K | 0.01% |
| Independent Wealth Advisors LLC | 21.64K | Jun 30, 26 | +603 | 0.01% |
| Vestmark Advisory Solutions, Inc. | 21.61K | Jun 30, 26 | +201 | 0.01% |
| Gladstone Institutional Advisory LLC | 21.30K | Jun 30, 26 | +3.14K | 0.01% |
| Apollon Financial, LLC | 21.03K | Jun 30, 26 | -- | 0.01% |
| WORLD EQUITY GROUP, INC. | 20.52K | Jun 30, 26 | +10.26K | 0.01% |
| Summit Asset Management, LLC | 19.87K | Jun 30, 26 | +624 | 0.01% |
| HAZLETT, BURT & WATSON, INC. | 19.85K | Jun 30, 26 | -505 | 0.01% |
| Westside Investment Management, Inc. | 19.73K | Jun 30, 26 | +1.95K | 0.01% |
| DAHRING | CUSMANO LLC | 19.64K | Jun 30, 26 | -717 | 0.01% |
| OMNI 360 Wealth, Inc. | 19.40K | Jun 30, 26 | -14.88K | 0.01% |
| Buckingham Strategic Partners | 19.40K | Jun 30, 26 | -14.88K | 0.01% |
| SageView Advisory Group, LLC | 19.30K | Jun 30, 26 | -- | 0.01% |
| Apollon Wealth Management, LLC | 18.38K | Jun 30, 26 | -1.97K | 0.01% |
| Stonebridge Financial Group, LLC / MO | 18.30K | Jun 30, 26 | +1.88K | 0.01% |
| SAGESPRING WEALTH PARTNERS, LLC | 18.04K | Jun 30, 26 | -1.60K | 0.01% |
| N.E.W. Advisory Services LLC | 17.76K | Jun 30, 26 | +1.20K | 0.01% |
| Redhawk Wealth Advisors, Inc. | 17.59K | Jun 30, 26 | -271 | 0.01% |
| Brookwood Investment Group LLC | 17.47K | Jun 30, 26 | +17.47K | 0.01% |
| Carolina Wealth Management Inc | 17.42K | Jun 30, 26 | +17.42K | 0.01% |
| Argent Trust Co | 17.28K | Jun 30, 26 | +1.00K | 0.01% |
| Bensler, LLC | 16.90K | Jun 30, 26 | +1.68K | 0.01% |
| Jones Kertz & Associates, Inc. | 16.89K | Jun 30, 26 | -- | 0.01% |
| FLAGSHIP WEALTH ADVISORS, LLC | 16.64K | Jun 30, 26 | -- | 0.01% |
| WNY Asset Management, LLC | 16.58K | Jun 30, 26 | -115 | 0.01% |
| CMC Financial Group | 16.57K | Jun 30, 26 | -4.56K | 0.01% |
| Immaculate Wealth Management LLC | 16.01K | Jun 30, 26 | -238 | 0.01% |
| Tanager Wealth Management LLP | 15.88K | Jun 30, 26 | +15.88K | 0.01% |
| PACIFIC FINANCIAL GROUP INC | 15.80K | Jun 30, 26 | -7.67K | 0.01% |
| Atria Investments, Inc | 15.18K | Jun 30, 26 | -757 | 0.01% |
| Northwest Financial Advisors | 15.12K | Jun 30, 26 | -- | 0.01% |
| Summit Financial Wealth Advisors, LLC | 14.59K | Jun 30, 26 | +14.59K | 0.01% |
| Annis Gardner Whiting Capital Advisors, LLC | 14.54K | Jun 30, 26 | -387 | 0.01% |
| ROMAN BUTLER FULLERTON & CO | 14.43K | Jun 30, 26 | +119 | 0.01% |
| RFG Advisory, LLC | 14.31K | Jun 30, 26 | +8.30K | 0.01% |
| Coastal Investment Advisors, Inc. | 14.29K | Jun 30, 26 | +14.29K | 0.01% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14.20K | Jun 30, 26 | -46 | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 13.86K | Jun 30, 26 | -3.12K | 0.01% |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 12.83K | Jun 30, 26 | +49 | 0.01% |
| ZWJ INVESTMENT COUNSEL INC | 12.61K | Jun 30, 26 | -- | 0.01% |
| Kovack Advisors, Inc. | 12.59K | Jun 30, 26 | +309 | 0.01% |
| Aptus Capital Advisors, LLC | 12.56K | Jun 30, 26 | +140 | 0.01% |
| Fortis Group Advisors, LLC | 12.54K | Jun 30, 26 | -5.02K | 0.01% |
| Gutierrez Wealth Advisory, LLC | 12.33K | Jun 30, 26 | -- | 0.01% |
| TITLEIST ASSET MANAGEMENT, LLC | 12.32K | Jun 30, 26 | +3.96K | 0.01% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 12.29K | Jun 30, 26 | -- | 0.01% |
| HRT FINANCIAL LP | 12.19K | Jun 30, 26 | +12.19K | 0.01% |
| Aspire Capital Advisors LLC | 11.33K | Jun 30, 26 | +699 | 0.01% |
| KLCM Advisors, Inc. | 11.07K | Jun 30, 26 | +188 | 0.01% |
| GeoWealth Management, LLC | 10.79K | Jun 30, 26 | +654 | 0.01% |
| E&G Advisors, LP | 10.60K | Jun 30, 26 | -- | 0.01% |
| Holistic Planning, LLC | 10.56K | Jun 30, 26 | -- | 0.01% |
| JFS WEALTH ADVISORS, LLC | 10.25K | Jun 30, 26 | -- | 0.01% |
| Beacon Pointe Advisors, LLC | 9.99K | Jun 30, 26 | +9.99K | 0.01% |
| Ameritas Advisory Services, LLC | 9.86K | Jun 30, 26 | +3.50K | 0.01% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 9.84K | Jun 30, 26 | +9.84K | 0.01% |
| Mount Yale Investment Advisors, LLC | 9.84K | Jun 30, 26 | +201 | 0.01% |
| FMR LLC | 9.79K | Jun 30, 26 | +5.93K | 0.01% |
| Jacobi Capital Management LLC | 9.37K | Jun 30, 26 | -- | 0.01% |
| US BANCORP \DE\ | 9.19K | Jun 30, 26 | -2.75K | 0.01% |
| Presper Financial Architects, LLC | 9.17K | Jun 30, 26 | -580 | 0.01% |
| Hopwood Financial Services, Inc. | 9.04K | Jun 30, 26 | -350 | 0.01% |
| Kachkovsky & Fisher, Inc. | 9.04K | Jun 30, 26 | +9.04K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8.75K | Jun 30, 26 | -- | 0.00% |
| Brookstone Capital Management | 8.14K | Jun 30, 26 | +2.39K | 0.00% |
| Pinnacle Financial Partners, Inc. | 8.10K | Jun 30, 26 | +831 | 0.00% |
| Abundance Wealth Counselors | 8.06K | Jun 30, 26 | +8.06K | 0.00% |
| BROWN ADVISORY INC | 8.00K | Jun 30, 26 | -- | 0.00% |
| New England Private Wealth Advisors LLC | 7.97K | Jun 30, 26 | +66 | 0.00% |
| Farther Finance Advisors, LLC | 7.77K | Jun 30, 26 | +981 | 0.00% |
| Gaddis Premier Wealth Advisors LLC | 7.66K | Jun 30, 26 | -879 | 0.00% |
| Dean, Jacobson Financial Services, LLC | 7.59K | Jun 30, 26 | +28 | 0.00% |
| Atlas Wealth Partners, LLC | 7.49K | Jun 30, 26 | -500 | 0.00% |
| NWF Advisory Services Inc. | 7.46K | Jun 30, 26 | +1.01K | 0.00% |
| Ted Buchan & Co | 7.42K | Jun 30, 26 | -1.16K | 0.00% |
| Kinetic Wealth Investment Advisors LLC | 7.36K | Jun 30, 26 | +7.36K | 0.00% |
| SAX WEALTH ADVISORS, LLC | 7.30K | Jun 30, 26 | +2.00K | 0.00% |
| ASSETMARK, INC | 7.22K | Jun 30, 26 | +1.02K | 0.00% |
| Bond & Devick Financial Network, Inc. | 7.16K | Jun 30, 26 | -- | 0.00% |
| Cerity Partners LLC | 7.14K | Jun 30, 26 | +7.14K | 0.00% |
| Steward Partners Investment Advisory, LLC | 7.01K | Jun 30, 26 | -- | 0.00% |
| Confluence Wealth Services, Inc. | 6.89K | Jun 30, 26 | +61 | 0.00% |
| EverSource Wealth Advisors, LLC | 6.82K | Jun 30, 26 | -- | 0.00% |
| SNS Financial Group, LLC | 6.51K | Jun 30, 26 | +6.51K | 0.00% |
| Latitude Advisors, LLC | 6.14K | Jun 30, 26 | +6.14K | 0.00% |
| OakTrust Wealth Advisors, LLC | 6.14K | Jun 30, 26 | +6.14K | 0.00% |
| Prosperity Consulting Group, LLC | 6.13K | Jun 30, 26 | -- | 0.00% |
| Pathstone Holdings, LLC | 6.00K | Jun 30, 26 | +6.00K | 0.00% |
| GGM Financials LLC | 5.95K | Jun 30, 26 | -765 | 0.00% |
| Strategic Blueprint, LLC | 5.93K | Jun 30, 26 | -- | 0.00% |
| SIGMA INVESTMENT COUNSELORS INC | 5.84K | Jun 30, 26 | +5.84K | 0.00% |
| Capital Management Associates, Inc | 5.69K | Jun 30, 26 | -- | 0.00% |
| Meridian Wealth Management, LLC | 5.61K | Jun 30, 26 | -1.25K | 0.00% |
| Sterling Investment Advisors, Ltd. | 5.50K | Jun 30, 26 | +5.50K | 0.00% |
| Vertex Planning Partners, LLC | 5.47K | Jun 30, 26 | +5.47K | 0.00% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 5.38K | Jun 30, 26 | -271 | 0.00% |
| RESTON WEALTH MANAGEMENT LLC | 5.10K | Jun 30, 26 | +5.10K | 0.00% |
| Geneos Wealth Management Inc. | 4.94K | Jun 30, 26 | +1.78K | 0.00% |
| MidAtlantic Capital Management, Inc. | 4.91K | Jun 30, 26 | +4.91K | 0.00% |
| Continuum Advisory, LLC | 4.78K | Jun 30, 26 | +4.78K | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 4.32K | Jun 30, 26 | +4.32K | 0.00% |
| EP Wealth Advisors, LLC | 3.48K | Jun 30, 26 | +3.48K | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 3.25K | Jun 30, 26 | -320 | 0.00% |
| Monetary Solutions, Ltd | 3.13K | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 3.06K | Jun 30, 26 | +2.06K | 0.00% |
| Rossby Financial, LCC | 3.04K | Jun 30, 26 | -- | 0.00% |
| CENTRAL TRUST Co | 3.00K | Jun 30, 26 | +3.00K | 0.00% |
| Accordant Advisory Group Inc | 2.99K | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 2.07K | Jun 30, 26 | -40.51K | 0.00% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2.00K | Jun 30, 26 | +2.00K | 0.00% |
| VANGUARD ADVISERS INC | 1.97K | Jun 30, 26 | +1.92K | 0.00% |
| NorthAvenue LLC | 1.78K | Jun 30, 26 | +1.78K | 0.00% |
| AMERIFLEX GROUP, INC. | 1.69K | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 1.59K | Jun 30, 26 | +1.59K | 0.00% |
| Cornerstone Financial Management LLC | 1.58K | Jun 30, 26 | -6 | 0.00% |
| Ronald Blue Trust, Inc. | 1.24K | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 1.15K | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 1.10K | Jun 30, 26 | +739 | 0.00% |
| Physician Wealth Advisors, Inc. | 573 | Jun 30, 26 | -27 | 0.00% |
| Bogart Wealth, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 407 | Jun 30, 26 | +407 | 0.00% |
| BANK OF MONTREAL /CAN/ | 392 | Jun 30, 26 | -1.14K | 0.00% |
| Tradewinds Capital Management, LLC | 246 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 216 | Jun 30, 26 | +216 | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 200 | Jun 30, 26 | -- | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 200 | Jun 30, 26 | +200 | 0.00% |
| Archer Investment Corp | 172 | Jun 30, 26 | +172 | 0.00% |
| Abound Wealth Management | 111 | Jun 30, 26 | -485 | 0.00% |
| KERR FINANCIAL PLANNING Corp | 100 | Jun 30, 26 | -- | 0.00% |
| Steigerwald, Gordon & Koch Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| IAG Wealth Partners, LLC | 62 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 45 | Jun 30, 26 | -- | 0.00% |
| Carolina Wealth Advisors, LLC | 31 | Jun 30, 26 | -- | 0.00% |
| Sankala Group LLC | 27 | Jun 30, 26 | -- | 0.00% |
| American Capital Advisory, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 1 | Jun 30, 26 | -- | 0.00% |
| D. E. Shaw & Co., Inc. | -- | Jun 30, 26 | -10.76K | -- |
| HBK Sorce Advisory LLC | -- | Jun 30, 26 | -5.94K | -- |
| Larson Financial Group LLC | -- | Jun 30, 26 | -270 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -1.28K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -59.68K | -- |
| MARATHON CAPITAL MANAGEMENT | -- | Jun 30, 26 | -6.83K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -21.67K | -- |
| LongView Wealth Management | -- | Jun 30, 26 | -6.70K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -677 | -- |
| Rollins Financial Advisors, LLC | -- | Jun 30, 26 | -7.47K | -- |
| CWM, LLC | 68.30K | Mar 31, 26 | +1.10K | 0.04% |
| Sunbelt Securities, Inc. | 40.92K | Mar 31, 26 | -262 | 0.02% |
| Financial Connections Group, Inc. | 3.50K | Mar 31, 26 | -- | 0.00% |
| Financial Gravity Asset Management, Inc. | 654 | Mar 31, 26 | -- | 0.00% |
| Vantage Financial Partners, LLC | 115.06K | Dec 31, 25 | +6.86K | 0.06% |
| COMERICA BANK | 52.96K | Dec 31, 25 | -9.23K | 0.03% |
| McCarthy & Cox | 15.91K | Dec 31, 25 | -1.02M | 0.01% |
| CIBC Private Wealth Group, LLC | 3.66K | Dec 31, 25 | +1.40K | 0.00% |
| Litman Gregory Wealth Management LLC | 1.04K | Dec 31, 25 | +1.04K | 0.00% |
| GPS Wealth Strategies Group, LLC | 250 | Dec 31, 25 | -3.58K | 0.00% |
| Lowe Wealth Advisors, LLC | 26.99K | Sep 30, 25 | +1.21K | 0.02% |
| Abich Financial Wealth Management LLC | 556 | Sep 30, 25 | +556 | 0.00% |
| Atria Wealth Solutions, Inc. | 379.26K | Jun 30, 25 | +49.57K | 0.21% |
| Good Life Advisors, LLC | 84.00K | Jun 30, 25 | -4.36K | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 44.65K | Jun 30, 25 | +16.09K | 0.03% |
| Priebe Wealth Holdings LLC | 16.30K | Jun 30, 25 | -1.50K | 0.01% |
| Tyler-Stone Wealth Management | 5.68K | Jun 30, 25 | +5.68K | 0.00% |
| Legacy Investment Solutions, LLC | 677 | Jun 30, 25 | +677 | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | 441.36K | Mar 31, 25 | +7.58K | 0.25% |
| Grant/GrossMendelsohn, LLC | 248.09K | Mar 31, 25 | -25.09K | 0.14% |
| Private Portfolio Partners LLC | 8.75K | Dec 31, 24 | +8.75K | 0.00% |
| AlphaMark Advisors, LLC | 270 | Dec 31, 24 | +270 | 0.00% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | -- | Dec 31, 24 | -81.49K | -- |
| Raymond James Financial Services Advisors, Inc. | 2.23M | Sep 30, 24 | +852.75K | 1.25% |
| RAYMOND JAMES & ASSOCIATES | 658.57K | Sep 30, 24 | +148.10K | 0.37% |
| RAYMOND JAMES TRUST N.A. | 9.43K | Sep 30, 24 | +795 | 0.01% |
| Annapolis Financial Services, LLC | 2.48K | Sep 30, 24 | -- | 0.00% |
| Carmichael Hill & Associates, Inc. | 262 | Sep 30, 24 | +262 | 0.00% |
| Rain Capital Management, LLC | 58.82K | Jun 30, 24 | +10.26K | 0.03% |
| ICA Group Wealth Management, LLC | 6.15K | Jun 30, 24 | -15.09K | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 406 | Jun 30, 24 | +406 | 0.00% |
| Cetera Advisors LLC | 65.13K | Mar 31, 24 | +65.13K | 0.04% |
| Cetera Advisor Networks LLC | 8.60K | Mar 31, 24 | +8.60K | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 51.84K | Dec 31, 23 | +51.84K | 0.03% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data