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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 |
|---|---|---|---|---|
| MORGAN STANLEY | 2.85M | Jun 30, 26 | +89.50K | 5.92% |
| Advisors Asset Management, Inc. | 1.39M | Jun 30, 26 | +155.32K | 2.89% |
| GUGGENHEIM CAPITAL LLC | 1.00M | Jun 30, 26 | -169.01K | 2.08% |
| Hennion & Walsh Asset Management, Inc. | 570.38K | Jun 30, 26 | +99.09K | 1.19% |
| WELLS FARGO & COMPANY/MN | 556.46K | Jun 30, 26 | +11.23K | 1.16% |
| LPL Financial LLC | 386.99K | Jun 30, 26 | +41.79K | 0.81% |
| UBS Group AG | 249.07K | Jun 30, 26 | -5.19K | 0.52% |
| BANK OF AMERICA CORP /DE/ | 177.62K | Jun 30, 26 | +9.52K | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 149.16K | Jun 30, 26 | +25.07K | 0.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 125.11K | Jun 30, 26 | +2.05K | 0.26% |
| AMERIPRISE FINANCIAL INC | 77.55K | Jun 30, 26 | +18.09K | 0.16% |
| Cypress Wealth Services, LLC | 71.69K | Jun 30, 26 | +1.27K | 0.15% |
| WEDBUSH SECURITIES INC | 70.80K | Jun 30, 26 | +34.10K | 0.15% |
| D.A. DAVIDSON & CO. | 67.40K | Jun 30, 26 | -3.96K | 0.14% |
| Sanctuary Advisors, LLC | 60.65K | Jun 30, 26 | +4.70K | 0.13% |
| MAI Capital Management | 58.25K | Jun 30, 26 | +58.25K | 0.12% |
| Pacific Wealth Strategies Group, Inc. | 46.42K | Jun 30, 26 | -20.26K | 0.10% |
| Western Wealth Management, LLC | 44.91K | Jun 30, 26 | +389 | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 44.72K | Jun 30, 26 | -3.43K | 0.09% |
| Core Wealth Partners LLC | 40.87K | Jun 30, 26 | -- | 0.09% |
| Argyle Capital Partners, LLC | 40.36K | Jun 30, 26 | -5.80K | 0.08% |
| ProCore Advisors, LLC | 36.57K | Jun 30, 26 | -- | 0.08% |
| Kestra Advisory Services, LLC | 36.21K | Jun 30, 26 | +10.51K | 0.08% |
| ROYAL BANK OF CANADA | 34.04K | Jun 30, 26 | -295 | 0.07% |
| Mirador Capital Partners LP | 29.28K | Jun 30, 26 | +17.50K | 0.06% |
| Clay Northam Wealth Management, LLC | 29.21K | Jun 30, 26 | +145 | 0.06% |
| Rockefeller Capital Management L.P. | 27.05K | Jun 30, 26 | +25.54K | 0.06% |
| Cetera Investment Advisers | 27.03K | Jun 30, 26 | +48 | 0.06% |
| JANE STREET GROUP, LLC | 26.64K | Jun 30, 26 | +26.64K | 0.06% |
| Stratos Wealth Partners, LTD. | 24.70K | Jun 30, 26 | +24.70K | 0.05% |
| Creative Planning | 22.70K | Jun 30, 26 | -- | 0.05% |
| STIFEL FINANCIAL CORP | 20.96K | Jun 30, 26 | +7.37K | 0.04% |
| Vanguard Capital Wealth Advisors | 20.00K | Jun 30, 26 | -- | 0.04% |
| XTX Topco Ltd | 19.07K | Jun 30, 26 | +19.07K | 0.04% |
| NWF Advisory Services Inc. | 18.30K | Jun 30, 26 | +1.00K | 0.04% |
| Savvy Advisors, Inc. | 17.03K | Jun 30, 26 | -- | 0.04% |
| EVERETT HARRIS & CO /CA/ | 16.06K | Jun 30, 26 | -- | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 15.97K | Jun 30, 26 | +286 | 0.03% |
| Steel Peak Wealth Management LLC | 15.80K | Jun 30, 26 | -- | 0.03% |
| TCFG Investment Advisors, LLC | 13.46K | Jun 30, 26 | -- | 0.03% |
| Kercheville Advisors, LLC | 13.00K | Jun 30, 26 | -- | 0.03% |
| RB Capital Management, LLC | 12.94K | Jun 30, 26 | +232 | 0.03% |
| WestHill Financial Advisors, Inc. | 11.93K | Jun 30, 26 | -- | 0.02% |
| YOUNGS ADVISORY GROUP, INC. | 11.89K | Jun 30, 26 | +11.89K | 0.02% |
| TriaGen Wealth Management LLC | 10.30K | Jun 30, 26 | -- | 0.02% |
| ECLECTIC ASSOCIATES INC /ADV | 10.25K | Jun 30, 26 | -2.94K | 0.02% |
| MATHER GROUP, LLC. | 8.74K | Jun 30, 26 | -- | 0.02% |
| US BANCORP \DE\ | 8.70K | Jun 30, 26 | -- | 0.02% |
| HOLLENCREST CAPITAL MANAGEMENT | 5.17K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 3.79K | Jun 30, 26 | +3.79K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.10K | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 1.45K | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 400 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 200 | Jun 30, 26 | +200 | 0.00% |
| Allworth Financial LP | 196 | Jun 30, 26 | -- | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -- | Jun 30, 26 | -20.62K | -- |
| Marex Group plc | -- | Jun 30, 26 | -18.54K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -1.00K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -15.91K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -58.16K | -- |
| INDEPENDENT FINANCIAL GROUP, LLC | -- | Jun 30, 26 | -11.78K | -- |
| NBT BANK N A /NY | -- | Jun 30, 26 | -874 | -- |
| Vivaldi Capital Management LP | 34.56K | Mar 31, 26 | +26 | 0.07% |
| TCFG WEALTH MANAGEMENT, LLC | 13.46K | Mar 31, 26 | -- | 0.03% |
| ORG Partners LLC | 1.00K | Dec 31, 25 | -- | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -284.26K | -- |
| RAYMOND JAMES & ASSOCIATES | 36.55K | Sep 30, 24 | -2.07K | 0.08% |
| Cetera Advisors LLC | 17.35K | Mar 31, 24 | +17.35K | 0.04% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | -- | Sep 30, 22 | -24.66K | -- |
| Epstein & White Financial LLC | 15.18K | Jun 30, 21 | -- | 0.03% |
| First Allied Advisory Services, Inc. | 15.04K | Sep 30, 20 | -- | 0.03% |
| Advisor Group, Inc. | 65.70K | Dec 31, 19 | +15 | 0.14% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 47.73K | Dec 31, 19 | +18.48K | 0.10% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 25.79K | Dec 31, 19 | +25.79K | 0.05% |
| Chapwood Capital Investment Management, LLC | 19.05K | Dec 31, 19 | +19.05K | 0.04% |
| Shamrock Asset Management LLC | 25.79K | Sep 30, 19 | -875 | 0.05% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -55.45K | -- |
| Commonwealth Equity Services, Inc | 41.96K | Jun 30, 17 | +15.33K | 0.09% |
| BOSTON PRIVATE BANK & TRUST CO | 1.75K | Mar 31, 15 | -- | 0.00% |
| UBS AG | 239.16K | Sep 30, 14 | +42.33K | 0.50% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -12.06K | -- |
| First Allied Securities, Inc. | 2.15K | Jun 30, 12 | +950 | 0.00% |