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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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 10.48M | Jun 30, 26 | +10.14M | 22.79% |
| National Pension Service | 9.51M | Jun 30, 26 | -- | 20.69% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9.07M | Jun 30, 26 | +9.07M | 19.73% |
| Sixth Street Partners Management Company, L.P. | 9.07M | Jun 30, 26 | +9.07M | 19.73% |
| LPL Financial LLC | 8.70M | Jun 30, 26 | +8.69M | 18.92% |
| M&T BANK CORP | 5.93M | Jun 30, 26 | +6.84K | 12.90% |
| MORGAN STANLEY | 3.75M | Jun 30, 26 | -9.84K | 8.15% |
| FORVIS Wealth Advisors, LLC | 3.04M | Jun 30, 26 | +342.75K | 6.62% |
| Allworth Financial LP | 2.51M | Jun 30, 26 | -876.98K | 5.46% |
| Provident Wealth Management, LLC | 1.35M | Jun 30, 26 | -21.97K | 2.93% |
| ENVESTNET ASSET MANAGEMENT INC | 1.29M | Jun 30, 26 | +257.33K | 2.81% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.23M | Jun 30, 26 | +330.08K | 2.68% |
| Alpha Financial Advisors, LLC | 814.49K | Jun 30, 26 | +10.49K | 1.77% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 802.77K | Jun 30, 26 | +84.35K | 1.75% |
| Frontier Asset Management, LLC | 774.62K | Jun 30, 26 | +293.87K | 1.68% |
| KICKSTAND VENTURES, LLC. | 763.16K | Jun 30, 26 | +763.16K | 1.66% |
| Cetera Investment Advisers | 742.21K | Jun 30, 26 | -11.14K | 1.61% |
| FIRST NATIONAL TRUST CO | 733.53K | Jun 30, 26 | -22.99K | 1.59% |
| Prodigy Asset Management LLC | 708.09K | Jun 30, 26 | +5.39K | 1.54% |
| Kestra Advisory Services, LLC | 684.74K | Jun 30, 26 | +472.49K | 1.49% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 651.99K | Jun 30, 26 | +3.58K | 1.42% |
| CAPTRUST FINANCIAL ADVISORS | 598.97K | Jun 30, 26 | +10.59K | 1.30% |
| Geneos Wealth Management Inc. | 497.99K | Jun 30, 26 | -801 | 1.08% |
| HighTower Advisors, LLC | 443.47K | Jun 30, 26 | +54.69K | 0.96% |
| EXCHANGE TRADED CONCEPTS, LLC | 443.42K | Jun 30, 26 | +32.53K | 0.96% |
| Cambridge Investment Research Advisors, Inc. | 429.90K | Jun 30, 26 | +76.93K | 0.93% |
| Garden State Investment Advisory Services LLC | 403.00K | Jun 30, 26 | +74.90K | 0.88% |
| JONES FINANCIAL COMPANIES LLLP | 398.82K | Jun 30, 26 | +96.61K | 0.87% |
| N.E.W. Advisory Services LLC | 343.43K | Jun 30, 26 | +4.33K | 0.75% |
| NBZ Investment Advisors LLC | 328.04K | Jun 30, 26 | -7.22K | 0.71% |
| STIFEL FINANCIAL CORP | 326.26K | Jun 30, 26 | +33.75K | 0.71% |
| Eaton Financial Holdings Company, LLC | 300.18K | Jun 30, 26 | -80.59K | 0.65% |
| James J. Burns & Company, LLC | 278.97K | Jun 30, 26 | -491 | 0.61% |
| Capital Analysts, LLC | 275.19K | Jun 30, 26 | +26.46K | 0.60% |
| Perigon Wealth Management, LLC | 269.86K | Jun 30, 26 | +7.16K | 0.59% |
| INDEPENDENT FINANCIAL GROUP, LLC | 245.87K | Jun 30, 26 | +39.38K | 0.53% |
| Strategic Blueprint, LLC | 238.23K | Jun 30, 26 | +7.08K | 0.52% |
| MENORA MIVTACHIM HOLDINGS LTD. | 210.22K | Jun 30, 26 | -- | 0.46% |
| Sanctuary Advisors, LLC | 209.70K | Jun 30, 26 | -2.38K | 0.46% |
| Rollins Financial Advisors, LLC | 194.88K | Jun 30, 26 | +11.89K | 0.42% |
| Bryant Woods Investment Advisors, LLC | 165.49K | Jun 30, 26 | +17.03K | 0.36% |
| WELLS FARGO & COMPANY/MN | 158.07K | Jun 30, 26 | +156.66K | 0.34% |
| ROGCO, LP | 147.36K | Jun 30, 26 | -325 | 0.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 127.88K | Jun 30, 26 | -11.35K | 0.28% |
| MML INVESTORS SERVICES, LLC | 117.51K | Jun 30, 26 | +51.82K | 0.26% |
| Future Financial Wealth Managment LLC | 115.48K | Jun 30, 26 | -4.25K | 0.25% |
| Marshall Financial Group LLC | 115.47K | Jun 30, 26 | +2.81K | 0.25% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 106.96K | Jun 30, 26 | +29.11K | 0.23% |
| Hopwood Financial Services, Inc. | 97.82K | Jun 30, 26 | +5.47K | 0.21% |
| ROYAL BANK OF CANADA | 95.34K | Jun 30, 26 | +95.02K | 0.21% |
| DAHRING | CUSMANO LLC | 80.48K | Jun 30, 26 | -343 | 0.17% |
| Integrated Wealth Concepts LLC | 71.57K | Jun 30, 26 | +61.81K | 0.16% |
| LINCOLN CAPITAL CORP | 71.04K | Jun 30, 26 | +764 | 0.15% |
| Platt Wealth Management LLC | 69.04K | Jun 30, 26 | +1.33K | 0.15% |
| 4J Wealth Management LLC | 65.18K | Jun 30, 26 | +22.32K | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 55.99K | Jun 30, 26 | +12.55K | 0.12% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 53.16K | Jun 30, 26 | +6.95K | 0.12% |
| SILVER OAK SECURITIES, INCORPORATED | 52.52K | Jun 30, 26 | -1.01K | 0.11% |
| CENTAURUS FINANCIAL, INC. | 49.70K | Jun 30, 26 | +1.11K | 0.11% |
| Comprehensive Financial Planning, Inc./PA | 47.42K | Jun 30, 26 | +5.66K | 0.10% |
| Circle Wealth Management, LLC | 42.09K | Jun 30, 26 | +42.09K | 0.09% |
| STEPHENS INC /AR/ | 41.41K | Jun 30, 26 | +2.46K | 0.09% |
| Prospera Financial Services Inc | 41.16K | Jun 30, 26 | +12.76K | 0.09% |
| Carnegie Capital Asset Management, LLC | 39.22K | Jun 30, 26 | +830 | 0.09% |
| Cerity Partners LLC | 37.69K | Jun 30, 26 | -- | 0.08% |
| RAYMOND JAMES FINANCIAL INC | 36.99K | Jun 30, 26 | +11.05K | 0.08% |
| Cox Capital Mgt LLC | 34.59K | Jun 30, 26 | -799 | 0.08% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 30.82K | Jun 30, 26 | +2.05K | 0.07% |
| BENJAMIN EDWARDS INC | 30.64K | Jun 30, 26 | +2.43K | 0.07% |
| COZAD ASSET MANAGEMENT INC | 28.82K | Jun 30, 26 | +1.21K | 0.06% |
| TOBIAS FINANCIAL ADVISORS, INC. | 25.35K | Jun 30, 26 | -- | 0.06% |
| Arete Wealth Advisors, LLC | 24.97K | Jun 30, 26 | +24.97K | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 23.61K | Jun 30, 26 | +9.01K | 0.05% |
| United Advisor Group, LLC | 22.68K | Jun 30, 26 | +22.68K | 0.05% |
| Atria Investments, Inc | 19.59K | Jun 30, 26 | -2.53K | 0.04% |
| VisionPoint Advisory Group, LLC | 18.36K | Jun 30, 26 | +18.36K | 0.04% |
| FIFTH THIRD BANCORP | 17.30K | Jun 30, 26 | +197 | 0.04% |
| NATIXIS ADVISORS, L.P. | 16.52K | Jun 30, 26 | +4.02K | 0.04% |
| AXXCESS WEALTH MANAGEMENT, LLC | 15.85K | Jun 30, 26 | +15.85K | 0.03% |
| SageGuard Financial Group, LLC | 15.23K | Jun 30, 26 | +15.23K | 0.03% |
| Gryphon Financial Partners LLC | 14.88K | Jun 30, 26 | +2.06K | 0.03% |
| Asset One Wealth Management LLC | 13.93K | Jun 30, 26 | -- | 0.03% |
| Henderson Brothers Financial Partners, LLC | 12.59K | Jun 30, 26 | +12.59K | 0.03% |
| SAX WEALTH ADVISORS, LLC | 12.34K | Jun 30, 26 | +12.34K | 0.03% |
| First Heartland Consultants, Inc. | 12.08K | Jun 30, 26 | -6 | 0.03% |
| BEACON FINANCIAL GROUP | 11.43K | Jun 30, 26 | -3.34K | 0.02% |
| NBH Bank | 11.11K | Jun 30, 26 | +11.11K | 0.02% |
| PRINCIPAL SECURITIES, INC. | 10.31K | Jun 30, 26 | +10.31K | 0.02% |
| Advisory Services Network, LLC | 10.26K | Jun 30, 26 | -- | 0.02% |
| Envestnet Portfolio Solutions, Inc. | 10.05K | Jun 30, 26 | +2.25K | 0.02% |
| SK Wealth Management, LLC | 9.32K | Jun 30, 26 | -222 | 0.02% |
| Welch Group, LLC | 9.24K | Jun 30, 26 | -- | 0.02% |
| Sterling Investment Advisors, Ltd. | 8.97K | Jun 30, 26 | -- | 0.02% |
| Berger Financial Group, Inc | 8.94K | Jun 30, 26 | -54 | 0.02% |
| Advisor OS, LLC | 8.74K | Jun 30, 26 | -- | 0.02% |
| Farther Finance Advisors, LLC | 8.73K | Jun 30, 26 | +209 | 0.02% |
| Ducere Wealth Management LLC | 8.65K | Jun 30, 26 | -- | 0.02% |
| Buckingham Strategic Partners | 8.47K | Jun 30, 26 | +2.69K | 0.02% |
| BANK OF AMERICA CORP /DE/ | 8.05K | Jun 30, 26 | -438 | 0.02% |
| Savvy Advisors, Inc. | 7.80K | Jun 30, 26 | +1.04K | 0.02% |
| CWA Asset Management Group, LLC | 7.12K | Jun 30, 26 | +290 | 0.02% |
| MainStreet Investment Advisors LLC | 6.97K | Jun 30, 26 | +1.51K | 0.02% |
| CARY STREET PARTNERS FINANCIAL LLC | 6.56K | Jun 30, 26 | -- | 0.01% |
| Bluesphere Advisors, LLC | 6.52K | Jun 30, 26 | +6.52K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 6.30K | Jun 30, 26 | +1.76K | 0.01% |
| Fiduciary Wealth Partners, LLC | 6.23K | Jun 30, 26 | +6.23K | 0.01% |
| Aptus Capital Advisors, LLC | 6.09K | Jun 30, 26 | -1.03K | 0.01% |
| OMNI 360 Wealth, Inc. | 6.08K | Jun 30, 26 | +380 | 0.01% |
| Capital Investment Advisory Services, LLC | 5.97K | Jun 30, 26 | +3.95K | 0.01% |
| BROWN BROTHERS HARRIMAN & CO | 5.78K | Jun 30, 26 | +5.78K | 0.01% |
| NewEdge Advisors, LLC | 5.29K | Jun 30, 26 | +5.29K | 0.01% |
| PRIVATE TRUST CO NA | 4.99K | Jun 30, 26 | +4.99K | 0.01% |
| AdviceOne Advisory Services, LLC | 4.91K | Jun 30, 26 | +4.91K | 0.01% |
| StoneX Group Inc. | 4.82K | Jun 30, 26 | +4.82K | 0.01% |
| Bank of New York Mellon Corp | 4.53K | Jun 30, 26 | +4.53K | 0.01% |
| Colonial River Wealth Management, LLC | 4.46K | Jun 30, 26 | +4.46K | 0.01% |
| Global Retirement Partners, LLC | 3.54K | Jun 30, 26 | +3.54K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.45K | Jun 30, 26 | -2.95K | 0.01% |
| HUNTINGTON NATIONAL BANK | 2.94K | Jun 30, 26 | +2.94K | 0.01% |
| AE Wealth Management LLC | 2.92K | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 2.87K | Jun 30, 26 | +2.83K | 0.01% |
| CoreCap Advisors, LLC | 2.63K | Jun 30, 26 | -8 | 0.01% |
| FIRST UNITED BANK & TRUST | 1.80K | Jun 30, 26 | +1.80K | 0.00% |
| Tidemark, LLC | 1.63K | Jun 30, 26 | +1.63K | 0.00% |
| FINANCIAL CONSULATE, INC | 1.44K | Jun 30, 26 | +1.44K | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 946 | Jun 30, 26 | +686 | 0.00% |
| EverSource Wealth Advisors, LLC | 900 | Jun 30, 26 | +900 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 728 | Jun 30, 26 | +209 | 0.00% |
| BRYN MAWR TRUST Co | 684 | Jun 30, 26 | +684 | 0.00% |
| TRUST CO OF VERMONT | 535 | Jun 30, 26 | +535 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 507 | Jun 30, 26 | +507 | 0.00% |
| Larson Financial Group LLC | 216 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 152 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 115 | Jun 30, 26 | -- | 0.00% |
| JNBA Financial Advisors | 81 | Jun 30, 26 | -- | 0.00% |
| PFS Partners, LLC | 65 | Jun 30, 26 | -- | 0.00% |
| NVWM, LLC | 65 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 55 | Jun 30, 26 | -- | 0.00% |
| Cape Investment Advisory, Inc. | 50 | Jun 30, 26 | +50 | 0.00% |
| Alvarez & Marsal Private Wealth Partners, LLC | -- | Jun 30, 26 | -6.09K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -9.58K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -12 | -- |
| PEOPLES FINANCIAL SERVICES CORP. | -- | Jun 30, 26 | -1.73K | -- |
| Mascoma Wealth Management LLC | -- | Jun 30, 26 | -2.64K | -- |
| CLEAR INVESTMENT RESEARCH, LLC | -- | Jun 30, 26 | -867 | -- |
| JFS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -660 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -2.52K | -- |
| Midwest Trust Co | -- | Jun 30, 26 | -4.93K | -- |
| Bank of Jackson Hole Trust | 12.77K | Mar 31, 26 | +95 | 0.03% |
| True Vision MN LLC | 10.45K | Mar 31, 26 | -388 | 0.02% |
| Financial Connections Group, Inc. | 3.74K | Mar 31, 26 | -- | 0.01% |
| COMERICA BANK | 16.85K | Dec 31, 25 | -807 | 0.04% |
| CIBC Private Wealth Group, LLC | 4.17K | Dec 31, 25 | -- | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 150.21K | Jun 30, 25 | +34.30K | 0.33% |
| DHK Financial Advisors, Inc. | 39.30K | Jun 30, 25 | -39.30K | 0.09% |
| First Horizon Advisors, Inc. | 123 | Jun 30, 25 | +123 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 16.00K | Jun 30, 24 | +1.21K | 0.03% |
