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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 |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 17.34M | Jun 30, 26 | -41.62K | 39.17% |
| Ronald Blue Trust, Inc. | 3.60M | Jun 30, 26 | -65.70K | 8.14% |
| Wealth Architects, LLC | 3.25M | Jun 30, 26 | +133.29K | 7.34% |
| Capital Analysts, LLC | 3.05M | Jun 30, 26 | +77.59K | 6.88% |
| Archvest Wealth Advisors, Inc. | 1.68M | Jun 30, 26 | +68.38K | 3.80% |
| Cheviot Value Management, LLC | 1.37M | Jun 30, 26 | +10.29K | 3.10% |
| Chandler Asset Management, Inc. | 1.23M | Jun 30, 26 | +136.06K | 2.77% |
| Farmers National Bank | 1.17M | Jun 30, 26 | +219.33K | 2.65% |
| AMERIPRISE FINANCIAL INC | 816.00K | Jun 30, 26 | +21.94K | 1.84% |
| Bank of New York Mellon Corp | 585.51K | Jun 30, 26 | +121.59K | 1.32% |
| UBS Group AG | 437.90K | Jun 30, 26 | +35.42K | 0.99% |
| Cetera Investment Advisers | 300.75K | Jun 30, 26 | +28.45K | 0.68% |
| COURIER CAPITAL LLC | 279.17K | Jun 30, 26 | +25.86K | 0.63% |
| Vident Advisory, LLC | 241.78K | Jun 30, 26 | +26.70K | 0.55% |
| Kendall Capital Management | 232.25K | Jun 30, 26 | +38.52K | 0.52% |
| WELLS FARGO & COMPANY/MN | 211.78K | Jun 30, 26 | +41.02K | 0.48% |
| MORGAN STANLEY | 193.27K | Jun 30, 26 | -20.50K | 0.44% |
| STALEY CAPITAL ADVISERS INC | 149.00K | Jun 30, 26 | +149.00K | 0.34% |
| IFG Advisory, LLC | 148.85K | Jun 30, 26 | +148.85K | 0.34% |
| SIMON QUICK ADVISORS, LLC | 148.14K | Jun 30, 26 | -- | 0.33% |
| LPL Financial LLC | 141.25K | Jun 30, 26 | +10.09K | 0.32% |
| BANK OF AMERICA CORP /DE/ | 114.89K | Jun 30, 26 | +2.91K | 0.26% |
| Urban Wealth Management, LLC | 95.11K | Jun 30, 26 | +15.88K | 0.21% |
| Rockefeller Capital Management L.P. | 94.03K | Jun 30, 26 | +272 | 0.21% |
| Veridan Wealth LLC | 90.05K | Jun 30, 26 | +90.05K | 0.20% |
| BFSG, LLC | 88.54K | Jun 30, 26 | +4.34K | 0.20% |
| Chesapeake Wealth Management | 83.30K | Jun 30, 26 | +16.01K | 0.19% |
| Yoder Wealth Management, Inc. | 81.62K | Jun 30, 26 | -2.38K | 0.18% |
| Cambridge Investment Research Advisors, Inc. | 76.60K | Jun 30, 26 | +25.28K | 0.17% |
| GOLDMAN SACHS GROUP INC | 70.02K | Jun 30, 26 | -6.59K | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 65.19K | Jun 30, 26 | +38.23K | 0.15% |
| MML INVESTORS SERVICES, LLC | 57.26K | Jun 30, 26 | +37.60K | 0.13% |
| THRIVENT FINANCIAL FOR LUTHERANS | 48.90K | Jun 30, 26 | +64 | 0.11% |
| Fundamentum, LLC | 46.45K | Jun 30, 26 | +76 | 0.10% |
| Resources Investment Advisors, LLC. | 44.81K | Jun 30, 26 | +3.45K | 0.10% |
| TIEMANN INVESTMENT ADVISORS, LLC | 41.46K | Jun 30, 26 | -- | 0.09% |
| Valmark Advisers, Inc. | 38.04K | Jun 30, 26 | -- | 0.09% |
| Empirical Asset Management, LLC | 35.37K | Jun 30, 26 | +4.21K | 0.08% |
| Lynx Investment Advisory | 33.06K | Jun 30, 26 | +73 | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 32.42K | Jun 30, 26 | +5.84K | 0.07% |
| CITADEL ADVISORS LLC | 30.86K | Jun 30, 26 | -2.09K | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.80K | Jun 30, 26 | +25.80K | 0.06% |
| Atria Investments, Inc | 20.08K | Jun 30, 26 | +20.08K | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 18.80K | Jun 30, 26 | +1.12K | 0.04% |
| CLG LLC | 18.55K | Jun 30, 26 | -13 | 0.04% |
| Regal Investment Advisors LLC | 16.70K | Jun 30, 26 | -2.89K | 0.04% |
| Equitable Holdings, Inc. | 14.39K | Jun 30, 26 | -6.88K | 0.03% |
| Capital Investment Advisory Services, LLC | 13.81K | Jun 30, 26 | +13.81K | 0.03% |
| Aptus Capital Advisors, LLC | 13.81K | Jun 30, 26 | +13.81K | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 13.55K | Jun 30, 26 | +665 | 0.03% |
| FLOW TRADERS U.S. LLC | 13.46K | Jun 30, 26 | -31.67K | 0.03% |
| Bell Investment Advisors, Inc | 11.76K | Jun 30, 26 | -24.40K | 0.03% |
| CAMBIENT FAMILY OFFICE, LLC | 10.84K | Jun 30, 26 | +1.29K | 0.02% |
| Betterment LLC | 10.77K | Jun 30, 26 | +1.22K | 0.02% |
| HRT FINANCIAL LP | 10.75K | Jun 30, 26 | +10.75K | 0.02% |
| Alamar Capital Management, LLC | 10.54K | Jun 30, 26 | -- | 0.02% |
| Kestra Advisory Services, LLC | 10.54K | Jun 30, 26 | +1.82K | 0.02% |
| RFG Advisory, LLC | 10.33K | Jun 30, 26 | -7.61K | 0.02% |
| OLD MISSION CAPITAL LLC | 9.96K | Jun 30, 26 | +9.96K | 0.02% |
| Shared Vision Wealth Group LLC | 9.71K | Jun 30, 26 | -- | 0.02% |
| FIFTH THIRD BANCORP | 9.60K | Jun 30, 26 | -2.06K | 0.02% |
| Advisory Services Network, LLC | 8.77K | Jun 30, 26 | +1.12K | 0.02% |
| Investors Research Corp | 8.07K | Jun 30, 26 | +361 | 0.02% |
| ROYAL BANK OF CANADA | 6.88K | Jun 30, 26 | -3.42K | 0.02% |
| Tower Research Capital LLC (TRC) | 4.89K | Jun 30, 26 | -111.19K | 0.01% |
| AE Wealth Management LLC | 2.83K | Jun 30, 26 | +874 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.48K | Jun 30, 26 | +1.48K | 0.00% |
| FRANKLIN RESOURCES INC | 1.02K | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.02K | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 992 | Jun 30, 26 | +23 | 0.00% |
| NewEdge Advisors, LLC | 938 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 824 | Jun 30, 26 | +824 | 0.00% |
| JPMORGAN CHASE & CO | 824 | Jun 30, 26 | -23.97K | 0.00% |
| Joseph Group Capital Management | 674 | Jun 30, 26 | +89 | 0.00% |
| Mosley Wealth Management | 361 | Jun 30, 26 | +6 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 347 | Jun 30, 26 | +347 | 0.00% |
| Colonial Trust Co / SC | 343 | Jun 30, 26 | -20 | 0.00% |
| Integrated Wealth Concepts LLC | 290 | Jun 30, 26 | +290 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 287 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 280 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Torren Management, LLC | 171 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 131 | Jun 30, 26 | +131 | 0.00% |
| Corsicana & Co. | 113 | Jun 30, 26 | +113 | 0.00% |
| ASSETMARK, INC | 104 | Jun 30, 26 | -54 | 0.00% |
| Gleason Group, Inc. | 47 | Jun 30, 26 | +47 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 40 | Jun 30, 26 | +5 | 0.00% |
| HighTower Advisors, LLC | -- | Jun 30, 26 | -14.00K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.88K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -26.33K | -- |
| BANK OF MONTREAL /CAN/ | -- | Jun 30, 26 | -1.00K | -- |
| VeraBank, N.A. | -- | Jun 30, 26 | -16.92K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -394 | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Jun 30, 26 | -15.81K | -- |
| Rock Creek Group, LP | -- | Jun 30, 26 | -4.11K | -- |
| BESSEMER GROUP INC | -- | Jun 30, 26 | -292 | -- |
| Clearstead Advisors, LLC | -- | Jun 30, 26 | -13.81K | -- |
| COMERICA BANK | 9.60K | Dec 31, 25 | -611 | 0.02% |
| SYNOVUS FINANCIAL CORP | 15.15K | Sep 30, 25 | +15.15K | 0.03% |
| Promus Capital, LLC | 206 | Sep 30, 25 | -- | 0.00% |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -22.90K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 183.77K | Jun 30, 25 | -2.88K | 0.42% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -11.16K | -- |
| CAROLINAS WEALTH CONSULTING LLC | 113 | Mar 31, 25 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 51.08K | Sep 30, 24 | -20.60K | 0.12% |
| Cetera Advisor Networks LLC | 17.70K | Mar 31, 24 | -9.87K | 0.04% |
| Baystate Wealth Management LLC | 504 | Dec 31, 23 | +504 | 0.00% |
| American Portfolios Advisors | 8.96K | Sep 30, 22 | +225 | 0.02% |
| Lake Point Wealth Management | 537.11K | Jun 30, 22 | -13.53K | 1.21% |
| Frontier Wealth Management LLC | 32.24K | Jun 30, 22 | +53 | 0.07% |
| Advisor Group, Inc. | 4.63K | Dec 31, 19 | +572 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.38K | Dec 31, 19 | -- | 0.00% |
| Guidant Wealth Advisors | 8.87K | Sep 30, 19 | +26 | 0.02% |
| RONALD BLUE & CO LLC | 5.98M | Jun 30, 17 | +397.30K | 13.51% |
| Kissinger Financial Services LLC | 256.11K | Jun 30, 17 | +9.80K | 0.58% |
| Virtu KCG Holdings LLC | 23.68K | Jun 30, 17 | +727 | 0.05% |
| WFG Advisors, LP | 184 | Jun 30, 17 | -- | 0.00% |
| MSI Financial Services Inc | -- | Dec 31, 16 | -98 | -- |
| Pinnacle Summer Investments, Inc. | 88.63K | Dec 31, 15 | +7.58K | 0.20% |
| Bank of Kentucky, Inc. | -- | Mar 31, 15 | -2.85K | -- |