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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 |
|---|---|---|---|---|
| CX Institutional | 191 | Sep 30, 26 | +2 | 0.00% |
| MORGAN STANLEY | 3.48M | Jun 30, 26 | +46.19K | 17.53% |
| BANK OF AMERICA CORP /DE/ | 996.07K | Jun 30, 26 | +39.72K | 5.01% |
| Arvest Bank Trust Division | 930.15K | Jun 30, 26 | -135.61K | 4.68% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 885.43K | Jun 30, 26 | +19.60K | 4.45% |
| Magnus Financial Group LLC | 863.50K | Jun 30, 26 | +13.29K | 4.34% |
| ATWOOD & PALMER INC | 670.33K | Jun 30, 26 | +3.19K | 3.37% |
| FOSTER & MOTLEY INC | 645.80K | Jun 30, 26 | +4.78K | 3.25% |
| Keudell/Morrison Wealth Management | 375.37K | Jun 30, 26 | +108.42K | 1.89% |
| ARVEST INVESTMENTS, INC. | 345.75K | Jun 30, 26 | +1.71K | 1.74% |
| Parkside Financial Bank & Trust | 288.60K | Jun 30, 26 | +2.80K | 1.45% |
| UBS Group AG | 279.25K | Jun 30, 26 | +15.56K | 1.40% |
| Busey Wealth Management | 266.74K | Jun 30, 26 | -10.64K | 1.34% |
| Cerity Partners LLC | 240.20K | Jun 30, 26 | -4.00K | 1.21% |
| Triangle Securities Wealth Management | 224.79K | Jun 30, 26 | -2.27K | 1.13% |
| Creative Planning | 224.57K | Jun 30, 26 | -3.79K | 1.13% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 211.15K | Jun 30, 26 | +2.75K | 1.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 202.85K | Jun 30, 26 | +13.58K | 1.02% |
| Mariner, LLC | 199.27K | Jun 30, 26 | +3.44K | 1.00% |
| WELLS FARGO & COMPANY/MN | 194.19K | Jun 30, 26 | -125.83K | 0.98% |
| RAYMOND JAMES FINANCIAL INC | 190.22K | Jun 30, 26 | -46.18K | 0.96% |
| CITADEL ADVISORS LLC | 175.95K | Jun 30, 26 | -63.75K | 0.88% |
| Eagle Strategies LLC | 175.31K | Jun 30, 26 | +175.31K | 0.88% |
| Rockefeller Capital Management L.P. | 143.22K | Jun 30, 26 | +7.14K | 0.72% |
| Icon Wealth Advisors, LLC | 135.87K | Jun 30, 26 | -3.00K | 0.68% |
| ROYAL BANK OF CANADA | 123.20K | Jun 30, 26 | +10.18K | 0.62% |
| FAS Wealth Partners, Inc. | 112.60K | Jun 30, 26 | +1.88K | 0.57% |
| Marshall & Sterling Wealth Advisors Inc. | 107.25K | Jun 30, 26 | +7.02K | 0.54% |
| BLUELINE ADVISORS LLC | 101.21K | Jun 30, 26 | +2.45K | 0.51% |
| LPL Financial LLC | 97.42K | Jun 30, 26 | -130.38K | 0.49% |
| Smith & Howard Wealth Management, LLC | 94.98K | Jun 30, 26 | +916 | 0.48% |
| FIRST NATIONAL BANK OF OMAHA | 93.91K | Jun 30, 26 | -1.48K | 0.47% |
| Quad-Cities Investment Group, LLC | 88.34K | Jun 30, 26 | -1.37K | 0.44% |
| Financial Partners Group, Inc | 85.18K | Jun 30, 26 | -2.64K | 0.43% |
| Sanctuary Advisors, LLC | 84.81K | Jun 30, 26 | +14.56K | 0.43% |
| Janney Montgomery Scott LLC | 81.35K | Jun 30, 26 | -10.26K | 0.41% |
| HBK Sorce Advisory LLC | 79.94K | Jun 30, 26 | -- | 0.40% |
| ENVESTNET ASSET MANAGEMENT INC | 78.66K | Jun 30, 26 | -2.95K | 0.40% |
| Financial Enhancement Group LLC | 78.37K | Jun 30, 26 | -2.52K | 0.39% |
| HighTower Advisors, LLC | 76.17K | Jun 30, 26 | -119 | 0.38% |
| Bollard Group LLC | 70.63K | Jun 30, 26 | +573 | 0.36% |
| Battery Global Advisors, LLC | 68.39K | Jun 30, 26 | -- | 0.34% |
| Diversify Advisory Services, LLC | 64.03K | Jun 30, 26 | +64.03K | 0.32% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 64.03K | Jun 30, 26 | +2.48K | 0.32% |
| GTS SECURITIES LLC | 61.13K | Jun 30, 26 | +38.99K | 0.31% |
| STIFEL FINANCIAL CORP | 56.75K | Jun 30, 26 | +4.08K | 0.29% |
| AlphaCore Capital LLC | 54.60K | Jun 30, 26 | -2.13K | 0.27% |
| Bank of New York Mellon Corp | 45.87K | Jun 30, 26 | +18.94K | 0.23% |
| CAPTRUST FINANCIAL ADVISORS | 45.52K | Jun 30, 26 | -3.23K | 0.23% |
| ARS Investment Partners, LLC | 42.45K | Jun 30, 26 | +463 | 0.21% |
| XML Financial, LLC | 42.24K | Jun 30, 26 | -3.39K | 0.21% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 37.13K | Jun 30, 26 | +57 | 0.19% |
| NORTHERN TRUST CORP | 37.01K | Jun 30, 26 | -- | 0.19% |
| Atlantic Union Bankshares Corp | 36.62K | Jun 30, 26 | -635 | 0.18% |
| Global Retirement Partners, LLC | 32.79K | Jun 30, 26 | +32.79K | 0.16% |
| Capital Advisors, Ltd. LLC | 32.33K | Jun 30, 26 | +728 | 0.16% |
| HERITAGE OAK WEALTH ADVISORS LLC | 32.23K | Jun 30, 26 | -668 | 0.16% |
| REGIONS FINANCIAL CORP | 28.00K | Jun 30, 26 | -276 | 0.14% |
| Oxbow Advisors, LLC | 27.79K | Jun 30, 26 | -1.51K | 0.14% |
| WESBANCO BANK INC | 26.23K | Jun 30, 26 | -700 | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 24.67K | Jun 30, 26 | -507 | 0.12% |
| MGO ONE SEVEN LLC | 24.59K | Jun 30, 26 | +949 | 0.12% |
| Cresset Asset Management, LLC | 20.73K | Jun 30, 26 | -- | 0.10% |
| Summit Wealth Partners, LLC | 19.96K | Jun 30, 26 | -508 | 0.10% |
| Nova Wealth Management, Inc. | 19.30K | Jun 30, 26 | -2.41K | 0.10% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17.86K | Jun 30, 26 | -961 | 0.09% |
| Cetera Investment Advisers | 17.60K | Jun 30, 26 | +83 | 0.09% |
| Investment Partners Asset Management, Inc. | 16.89K | Jun 30, 26 | -120 | 0.08% |
| NewEdge Wealth, LLC | 16.64K | Jun 30, 26 | +699 | 0.08% |
| CreativeOne Wealth, LLC | 15.97K | Jun 30, 26 | -151 | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15.15K | Jun 30, 26 | -786 | 0.08% |
| 55 North Private Wealth, LLC | 13.90K | Jun 30, 26 | +14 | 0.07% |
| Objectivity Squared, LLC | 13.45K | Jun 30, 26 | -6.74K | 0.07% |
| Waverly Advisors, LLC | 12.70K | Jun 30, 26 | -- | 0.06% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 12.63K | Jun 30, 26 | -702 | 0.06% |
| Stokes Capital Advisors, LLC | 12.62K | Jun 30, 26 | -342 | 0.06% |
| Summit Financial, LLC | 12.34K | Jun 30, 26 | +180 | 0.06% |
| NewEdge Advisors, LLC | 11.59K | Jun 30, 26 | -123 | 0.06% |
| WEST MICHIGAN ADVISORS, LLC | 11.33K | Jun 30, 26 | -- | 0.06% |
| FIFTH THIRD BANCORP | 10.85K | Jun 30, 26 | +3.75K | 0.05% |
| WealthCare Investment Partners, LLC | 9.96K | Jun 30, 26 | -908 | 0.05% |
| WealthTrust Axiom LLC | 9.50K | Jun 30, 26 | -- | 0.05% |
| HOWARD FINANCIAL SERVICES, LTD. | 9.38K | Jun 30, 26 | -115 | 0.05% |
| Leading Edge Financial Planning LLC | 9.21K | Jun 30, 26 | -2 | 0.05% |
| Baird Financial Group, Inc. | 8.26K | Jun 30, 26 | -- | 0.04% |
| B. Riley Wealth Advisors, Inc. | 8.10K | Jun 30, 26 | -35.80K | 0.04% |
| BENJAMIN EDWARDS INC | 8.10K | Jun 30, 26 | +8.10K | 0.04% |
| Savant Capital, LLC | 8.01K | Jun 30, 26 | +8.01K | 0.04% |
| J.W. COLE ADVISORS, INC. | 7.97K | Jun 30, 26 | +7.97K | 0.04% |
| Allworth Financial LP | 7.77K | Jun 30, 26 | +406 | 0.04% |
| Steward Partners Investment Advisory, LLC | 7.65K | Jun 30, 26 | +52 | 0.04% |
| TRUIST FINANCIAL CORP | 7.43K | Jun 30, 26 | +220 | 0.04% |
| MAI Capital Management | 7.19K | Jun 30, 26 | +59 | 0.04% |
| Zinnia Wealth Advisory, LLC | 6.71K | Jun 30, 26 | +55 | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 6.65K | Jun 30, 26 | -8.57K | 0.03% |
| UMB Bank, n.a. | 6.62K | Jun 30, 26 | -- | 0.03% |
| Beacon Pointe Advisors, LLC | 6.60K | Jun 30, 26 | +6.60K | 0.03% |
| Sterneck Capital Management, LLC | 6.30K | Jun 30, 26 | -- | 0.03% |
| Family Investment Center, Inc. | 6.02K | Jun 30, 26 | +199 | 0.03% |
| Brinker Capital Investments, LLC | 5.72K | Jun 30, 26 | -199 | 0.03% |
| Segment Wealth Management, LLC | 5.57K | Jun 30, 26 | -- | 0.03% |
| Barnes Wealth Management Group, Inc | 5.53K | Jun 30, 26 | +65 | 0.03% |
| Legacy Capital Wealth Partners, LLC | 5.50K | Jun 30, 26 | +15 | 0.03% |
| Argent Trust Co | 5.50K | Jun 30, 26 | -- | 0.03% |
| PRIVATE TRUST CO NA | 5.35K | Jun 30, 26 | -2.27K | 0.03% |
| STEPHENS INC /AR/ | 5.35K | Jun 30, 26 | -- | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.22K | Jun 30, 26 | +56 | 0.03% |
| Chicago Partners Investment Group LLC | 5.05K | Jun 30, 26 | +35 | 0.03% |
| MML INVESTORS SERVICES, LLC | 4.96K | Jun 30, 26 | -2.88K | 0.02% |
| Strategies Wealth Advisors, LLC | 4.83K | Jun 30, 26 | -4.07K | 0.02% |
| TopTier Wealth Management, LLC | 4.82K | Jun 30, 26 | -- | 0.02% |
| Blume Capital Management, Inc. | 3.94K | Jun 30, 26 | -- | 0.02% |
| BlackRock, Inc. | 3.63K | Jun 30, 26 | -- | 0.02% |
| City State Bank | 3.30K | Jun 30, 26 | -- | 0.02% |
| CENTRAL TRUST Co | 2.93K | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2.65K | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 2.52K | Jun 30, 26 | +1.03K | 0.01% |
| VALLEY NATIONAL ADVISERS INC | 2.50K | Jun 30, 26 | -- | 0.01% |
| EVERMAY WEALTH MANAGEMENT LLC | 2.31K | Jun 30, 26 | -250 | 0.01% |
| FMR LLC | 2.26K | Jun 30, 26 | -765 | 0.01% |
| Principia Wealth Advisory, LLC | 1.97K | Jun 30, 26 | -341 | 0.01% |
| Princeton Global Asset Management LLC | 1.00K | Jun 30, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 963 | Jun 30, 26 | +963 | 0.00% |
| Farther Finance Advisors, LLC | 932 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 883 | Jun 30, 26 | +883 | 0.00% |
| Integrated Wealth Concepts LLC | 813 | Jun 30, 26 | +813 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 705 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 630 | Jun 30, 26 | -- | 0.00% |
| PROSPERITY BANCSHARES INC | 600 | Jun 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 595 | Jun 30, 26 | -3 | 0.00% |
| Crewe Advisors LLC | 561 | Jun 30, 26 | -- | 0.00% |
| ROGCO, LP | 521 | Jun 30, 26 | +521 | 0.00% |
| Salomon & Ludwin, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 441 | Jun 30, 26 | +441 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 424 | Jun 30, 26 | +424 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 398 | Jun 30, 26 | -- | 0.00% |
| Vision Retirement, LLC | 361 | Jun 30, 26 | +361 | 0.00% |
| BELLEVUE ASSET MANAGEMENT, LLC | 253 | Jun 30, 26 | +2 | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 240 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 235 | Jun 30, 26 | +235 | 0.00% |
| Ancora Advisors, LLC | 206 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 136 | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 75 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 38 | Jun 30, 26 | +38 | 0.00% |
| Caldwell Trust Co | 28 | Jun 30, 26 | -56 | 0.00% |
| TD Waterhouse Canada Inc. | 1 | Jun 30, 26 | +1 | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -21.39K | -- |
| OPPENHEIMER & CO INC | -- | Jun 30, 26 | -8.24K | -- |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | -- | Jun 30, 26 | -263 | -- |
| GRIFFIN ASSET MANAGEMENT, INC. | -- | Jun 30, 26 | -7.46K | -- |
| Bramshill Investments, LLC | -- | Jun 30, 26 | -5.00K | -- |
| Ball & Co Wealth Management Inc. | -- | Jun 30, 26 | -2.78K | -- |
| HIGHLINE WEALTH PARTNERS LLC | -- | Jun 30, 26 | -500 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -182 | -- |
| Delos Wealth Advisors, LLC | -- | Jun 30, 26 | -250 | -- |
| Central Pacific Bank - Trust Division | -- | Jun 30, 26 | -3.70K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -4.76K | -- |
| Foundations Investment Advisors, LLC | -- | Jun 30, 26 | -56.27K | -- |
| Westside Investment Management, Inc. | -- | Jun 30, 26 | -279 | -- |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -500 | -- |
| WESPAC Advisors, LLC | -- | Jun 30, 26 | -11.50K | -- |
| PRIMORIS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -5.50K | -- |
| Ferguson Shapiro LLC | -- | Jun 30, 26 | -5.15K | -- |
| CWM, LLC | 341.03K | Mar 31, 26 | +65.19K | 1.72% |
| COMERICA BANK | 7.84K | Dec 31, 25 | +234 | 0.04% |
| COUNTRY CLUB BANK /GFN | 100.89K | Sep 30, 25 | -2.59K | 0.51% |
| Atria Wealth Solutions, Inc. | 17.50K | Jun 30, 25 | -- | 0.09% |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -241 | -- |
| Sandy Spring Bank | 41.72K | Mar 31, 25 | +652 | 0.21% |
| Orion Portfolio Solutions, LLC | 5.89K | Mar 31, 25 | +5.89K | 0.03% |
| Private Portfolio Partners LLC | 9.38K | Dec 31, 24 | -250 | 0.05% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -625 | -- |
| Edmonds Duncan Registered Investment Advisors, LLC | 229.19K | Sep 30, 24 | +9.75K | 1.15% |
| Raymond James Financial Services Advisors, Inc. | 153.12K | Sep 30, 24 | -77.11K | 0.77% |
| RAYMOND JAMES & ASSOCIATES | 9.72K | Sep 30, 24 | -1.01K | 0.05% |
| ARVEST TRUST CO N A | 2.03M | Jun 30, 24 | +11.17K | 10.23% |
| FirstPurpose Wealth LLC | 13.07K | Mar 31, 24 | +1.42K | 0.07% |
| Cetera Advisor Networks LLC | 7.81K | Mar 31, 24 | -2.46K | 0.04% |
| DFPG INVESTMENTS, LLC | 16.41K | Dec 31, 23 | +2.72K | 0.08% |
| Icon Wealth Partners, LLC | 164.63K | Sep 30, 23 | -9.61K | 0.83% |
| Covington Capital Management | 36 | Sep 30, 22 | -- | 0.00% |
| RGT Wealth Advisors, LLC | -- | Sep 30, 22 | -18.55K | -- |
| Urban Wealth Management, LLC | -- | Jun 30, 22 | -- | -- |
| Permit Capital Advisors, LLC | 696.48K | Mar 31, 22 | +696.48K | 3.50% |
| Country Club Trust Company, n.a. | 284.48K | Dec 31, 21 | +6.94K | 1.43% |
| REILLY FINANCIAL ADVISORS, LLC | -- | Dec 31, 21 | -1.00K | -- |
| Whitnell & Co. | 31.60K | Dec 31, 19 | +27.55K | 0.16% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 10.13K | Dec 31, 19 | +2.63K | 0.05% |
| Advisor Group, Inc. | 3.80K | Dec 31, 19 | -- | 0.02% |
| BB&T SECURITIES, LLC | 48.80K | Sep 30, 19 | +3.57K | 0.25% |
| CEDAR HILL ASSOCIATES, LLC | -- | Dec 31, 18 | -12.28K | -- |
| Commonwealth Equity Services, Inc | 86.58K | Jun 30, 17 | +11.85K | 0.44% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -31.38K | -- |
