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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 15.46K | Sep 30, 26 | -1.23K | 0.17% |
| APS Management Group, Inc. | 8.75K | Sep 30, 26 | +8.75K | 0.10% |
| Spinnaker Investment Group, LLC | 8.42K | Sep 30, 26 | -- | 0.09% |
| Planning Strategies Inc. | 1.52K | Sep 30, 26 | -- | 0.02% |
| Farther Finance Advisors, LLC | 33 | Sep 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | -- | Sep 30, 26 | -870 | -- |
| HighTower Advisors, LLC | 5.97M | Jun 30, 26 | -402.08K | 67.19% |
| FISCHER INVESTMENT STRATEGIES, LLC | 92.24K | Jun 30, 26 | +9.20K | 1.04% |
| Brookwood Investment Group LLC | 81.53K | Jun 30, 26 | -13.13K | 0.92% |
| ENVESTNET ASSET MANAGEMENT INC | 58.91K | Jun 30, 26 | -12.28K | 0.66% |
| Insight Wealth Partners, LLC | 57.49K | Jun 30, 26 | +4.73K | 0.65% |
| LPL Financial LLC | 54.31K | Jun 30, 26 | +415 | 0.61% |
| MML INVESTORS SERVICES, LLC | 49.95K | Jun 30, 26 | -4.95K | 0.56% |
| WHITTIER TRUST CO | 41.63K | Jun 30, 26 | +38.70K | 0.47% |
| COMMONWEALTH EQUITY SERVICES, LLC | 19.02K | Jun 30, 26 | +193 | 0.21% |
| GTS SECURITIES LLC | 17.81K | Jun 30, 26 | +17.81K | 0.20% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 17.72K | Jun 30, 26 | -- | 0.20% |
| MORGAN STANLEY | 15.53K | Jun 30, 26 | +5.00K | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 13.24K | Jun 30, 26 | +8.95K | 0.15% |
| Advisors Asset Management, Inc. | 11.32K | Jun 30, 26 | +6.49K | 0.13% |
| FLOW TRADERS U.S. LLC | 6.47K | Jun 30, 26 | +6.47K | 0.07% |
| Creative Planning | 6.21K | Jun 30, 26 | -- | 0.07% |
| SageView Advisory Group, LLC | 6.20K | Jun 30, 26 | -- | 0.07% |
| Annex Advisory Services, LLC | 6.01K | Jun 30, 26 | +57 | 0.07% |
| ROYAL BANK OF CANADA | 5.97K | Jun 30, 26 | +5.73K | 0.07% |
| Cascade Financial Partners, LLC | 5.96K | Jun 30, 26 | -986 | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.86K | Jun 30, 26 | -12.36K | 0.07% |
| Diversify Advisory Services, LLC | 4.51K | Jun 30, 26 | +4.51K | 0.05% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 4.51K | Jun 30, 26 | +21 | 0.05% |
| Colony Group, LLC | 4.50K | Jun 30, 26 | +4.50K | 0.05% |
| Private Advisor Group, LLC | 4.44K | Jun 30, 26 | -10.20K | 0.05% |
| Gladstone Institutional Advisory LLC | 4.37K | Jun 30, 26 | -- | 0.05% |
| UBS ASSET MANAGEMENT AMERICAS INC | 3.64K | Jun 30, 26 | -- | 0.04% |
| HARBOUR INVESTMENTS, INC. | 3.56K | Jun 30, 26 | -75 | 0.04% |
| Atlantic Union Bankshares Corp | 1.11K | Jun 30, 26 | +7 | 0.01% |
| Ameritas Advisory Services, LLC | 833 | Jun 30, 26 | +833 | 0.01% |
| Steward Partners Investment Advisory, LLC | 500 | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 500 | Jun 30, 26 | -- | 0.01% |
| IFG Advisory, LLC | 446 | Jun 30, 26 | +446 | 0.01% |
| BLUELINE ADVISORS LLC | 407 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 357 | Jun 30, 26 | +357 | 0.00% |
| Coppell Advisory Solutions LLC | 334 | Jun 30, 26 | +334 | 0.00% |
| SRS Capital Advisors, Inc. | 300 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 278 | Jun 30, 26 | +2 | 0.00% |
| Larson Financial Group LLC | 226 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 200 | Jun 30, 26 | -- | 0.00% |
| Costello Asset Management, INC | 135 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 100 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 100 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 99 | Jun 30, 26 | +99 | 0.00% |
| Strategic Wealth Partners, Ltd. | 97 | Jun 30, 26 | -61 | 0.00% |
| Signature Equity Partners, LLC | 76 | Jun 30, 26 | -72 | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -18.03K | -- |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | -- | Jun 30, 26 | -11.89K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -3.69K | -- |
| FineMark National Bank & Trust | 17.72K | Dec 31, 25 | -- | 0.20% |
| WFA Asset Management Corp | 5.46K | Sep 30, 25 | +56 | 0.06% |
| AVANTAX ADVISORY SERVICES, INC. | 119.78K | Jun 30, 25 | +2.80K | 1.35% |
| Savoie Capital LLC | 33.85K | Jun 30, 25 | -- | 0.38% |
| Sandy Spring Bank | 1.05K | Mar 31, 25 | +4 | 0.01% |
| Mango Five Family, Inc. | 33.85K | Mar 31, 24 | -- | 0.38% |
| Covington Capital Management | 2.88K | Sep 30, 22 | +100 | 0.03% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data