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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| DEFINE FINANCIAL, LLC | -- | Sep 30, 26 | -3.21K | -- |
| LPL Financial LLC | 1.74M | Jun 30, 26 | +175.44K | 68.74% |
| ADVISOR GROUP HOLDINGS, INC. | 454.04K | Jun 30, 26 | +291.25K | 17.95% |
| RAYMOND JAMES FINANCIAL INC | 104.86K | Jun 30, 26 | +21.11K | 4.14% |
| STIFEL FINANCIAL CORP | 101.18K | Jun 30, 26 | +50.28K | 4.00% |
| Cetera Investment Advisers | 99.97K | Jun 30, 26 | +22.53K | 3.95% |
| WELLS FARGO & COMPANY/MN | 92.68K | Jun 30, 26 | +87.94K | 3.66% |
| SeaCrest Wealth Management, LLC | 56.66K | Jun 30, 26 | -7.27K | 2.24% |
| Key Client Fiduciary Advisors, LLC | 46.85K | Jun 30, 26 | +110 | 1.85% |
| Ausdal Financial Partners, Inc. | 32.79K | Jun 30, 26 | +5.16K | 1.30% |
| ENVESTNET ASSET MANAGEMENT INC | 31.38K | Jun 30, 26 | +13.79K | 1.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30.26K | Jun 30, 26 | +3.16K | 1.20% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 28.68K | Jun 30, 26 | -284 | 1.13% |
| CITADEL ADVISORS LLC | 25.76K | Jun 30, 26 | +25.76K | 1.02% |
| ROYAL BANK OF CANADA | 23.43K | Jun 30, 26 | +21.67K | 0.93% |
| Farmers & Merchants Trust Co of Long Beach | 20.32K | Jun 30, 26 | -1.00K | 0.80% |
| TRUIST FINANCIAL CORP | 19.86K | Jun 30, 26 | +2.50K | 0.78% |
| PRINCIPAL SECURITIES, INC. | 18.93K | Jun 30, 26 | +10.48K | 0.75% |
| MML INVESTORS SERVICES, LLC | 15.13K | Jun 30, 26 | +15.13K | 0.60% |
| CHILTON INVESTMENT CO INC. | 12.42K | Jun 30, 26 | +4.91K | 0.49% |
| Cornerstone Wealth Management, LLC | 11.71K | Jun 30, 26 | +11.71K | 0.46% |
| OPPENHEIMER & CO INC | 9.10K | Jun 30, 26 | +800 | 0.36% |
| PKS Advisory Services, LLC | 8.86K | Jun 30, 26 | +8.86K | 0.35% |
| Kestra Advisory Services, LLC | 8.47K | Jun 30, 26 | +8.47K | 0.33% |
| Equitable Holdings, Inc. | 8.03K | Jun 30, 26 | +185 | 0.32% |
| NWF Advisory Services Inc. | 7.93K | Jun 30, 26 | +7.93K | 0.31% |
| Prospera Financial Services Inc | 7.10K | Jun 30, 26 | -- | 0.28% |
| Steward Partners Investment Advisory, LLC | 6.33K | Jun 30, 26 | +1.51K | 0.25% |
| PRIVATE TRUST CO NA | 5.99K | Jun 30, 26 | +2.79K | 0.24% |
| GREAT VALLEY ADVISOR GROUP, INC. | 5.44K | Jun 30, 26 | +5.44K | 0.22% |
| Balboa Wealth Partners | 5.39K | Jun 30, 26 | -- | 0.21% |
| Integrated Wealth Concepts LLC | 4.34K | Jun 30, 26 | +4.34K | 0.17% |
| J.W. COLE ADVISORS, INC. | 3.40K | Jun 30, 26 | +3.40K | 0.13% |
| CENTAURUS FINANCIAL, INC. | 2.67K | Jun 30, 26 | +2.67K | 0.11% |
| AE Wealth Management LLC | 568 | Jun 30, 26 | +568 | 0.02% |
| Strengthening Families & Communities, LLC | 501 | Jun 30, 26 | -- | 0.02% |
| MORGAN STANLEY | 497 | Jun 30, 26 | +198 | 0.02% |
| WOLFF WIESE MAGANA LLC | 242 | Jun 30, 26 | -- | 0.01% |
| UBS Group AG | 241 | Jun 30, 26 | +241 | 0.01% |
| Advisors Asset Management, Inc. | 215 | Jun 30, 26 | +134 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 122 | Jun 30, 26 | +122 | 0.00% |
| FMR LLC | 38 | Jun 30, 26 | -- | 0.00% |
| Independent Advisor Alliance | -- | Jun 30, 26 | -6.31K | -- |
| CWM, LLC | 50 | Mar 31, 26 | +50 | 0.00% |
| Cetera Advisors LLC | 6.84K | Mar 31, 24 | +6.84K | 0.27% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data