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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Armbruster Capital Management, Inc. | 193.24K | Sep 30, 26 | +1.49K | 6.93% |
| Farther Finance Advisors, LLC | 30.34K | Sep 30, 26 | +30.14K | 1.09% |
| Royal Fund Management, LLC | 19.57K | Sep 30, 26 | +1.33K | 0.70% |
| Coastline Trust Co | 13.47K | Sep 30, 26 | -394 | 0.48% |
| Root Financial Partners, LLC | 12.92K | Sep 30, 26 | -184 | 0.46% |
| Hobart Private Capital, LLC | 5.88K | Sep 30, 26 | -159 | 0.21% |
| Kathmere Capital Management, LLC | 4.35K | Sep 30, 26 | -- | 0.16% |
| Kraft, Davis & Associates, LLC | 3.12K | Sep 30, 26 | -- | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.11K | Sep 30, 26 | -57 | 0.11% |
| BIP Wealth, LLC | 2.73K | Sep 30, 26 | -347 | 0.10% |
| Professional Financial Advisors, LLC | 2.45K | Sep 30, 26 | +77 | 0.09% |
| Dynamic Advisor Solutions LLC | 2.21K | Sep 30, 26 | +30 | 0.08% |
| IFP Advisors, Inc | 552 | Sep 30, 26 | -184 | 0.02% |
| MATHER GROUP, LLC. | 213 | Sep 30, 26 | -- | 0.01% |
| SIGNATUREFD, LLC | 112 | Sep 30, 26 | -95 | 0.00% |
| City State Bank | 100 | Sep 30, 26 | -- | 0.00% |
| Pinnacle Bancorp, Inc. | 56 | Sep 30, 26 | +56 | 0.00% |
| Triumph Capital Management | 37 | Sep 30, 26 | -- | 0.00% |
| Apollon Wealth Management, LLC | -- | Sep 30, 26 | -1.23K | -- |
| FIRST COMMUNITY TRUST NA | -- | Sep 30, 26 | -450 | -- |
| KINGSWOOD WEALTH ADVISORS, LLC | -- | Sep 30, 26 | -2.00K | -- |
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -67 | -- |
| SALEM INVESTMENT COUNSELORS INC | -- | Sep 30, 26 | -634 | -- |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 154.71K | Jun 30, 26 | +10.65K | 5.55% |
| Pure Financial Advisors, LLC | 138.33K | Jun 30, 26 | +1.33K | 4.96% |
| Focus Partners Wealth | 74.97K | Jun 30, 26 | -335 | 2.69% |
| Genesis Wealth Advisors, LLC | 61.00K | Jun 30, 26 | +1.60K | 2.19% |
| OSAIC HOLDINGS, INC. | 40.82K | Jun 30, 26 | +21.31K | 1.46% |
| LPL Financial LLC | 36.19K | Jun 30, 26 | +8.19K | 1.30% |
| Wealthspire Advisors, LLC | 34.33K | Jun 30, 26 | +34.33K | 1.23% |
| Cannon Wealth Management Services, LLC | 31.34K | Jun 30, 26 | +3.52K | 1.12% |
| Medallion Wealth Advisors, LLC | 28.76K | Jun 30, 26 | +1.29K | 1.03% |
| BEACON FINANCIAL PLANNING, INC | 25.96K | Jun 30, 26 | -2.13K | 0.93% |
| Capital Advisors, Ltd. LLC | 21.01K | Jun 30, 26 | -1.04K | 0.75% |
| RAYMOND JAMES FINANCIAL INC | 20.86K | Jun 30, 26 | -1.52K | 0.75% |
| Corient Private Wealth LP | 17.13K | Jun 30, 26 | +4.21K | 0.61% |
| BANK OF AMERICA CORP /DE/ | 16.82K | Jun 30, 26 | +2.02K | 0.60% |
| Chicago Partners Investment Group LLC | 11.54K | Jun 30, 26 | -252 | 0.41% |
| Vise Technologies, Inc. | 11.51K | Jun 30, 26 | +5.97K | 0.41% |
| Integrated Wealth Concepts LLC | 8.89K | Jun 30, 26 | -185 | 0.32% |
| TWO SIGMA INVESTMENTS, LP | 8.60K | Jun 30, 26 | -6.70K | 0.31% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 8.02K | Jun 30, 26 | -282 | 0.29% |
| Caitlin John, LLC | 7.78K | Jun 30, 26 | +2.45K | 0.28% |
| D.A. DAVIDSON & CO. | 4.92K | Jun 30, 26 | -- | 0.18% |
| National Philanthropic Trust | 4.86K | Jun 30, 26 | -- | 0.17% |
| AE Wealth Management LLC | 4.38K | Jun 30, 26 | -457 | 0.16% |
| Arrowroot Family Office, LLC | 4.33K | Jun 30, 26 | +87 | 0.16% |
| GSG Advisors LLC | 4.31K | Jun 30, 26 | +11 | 0.15% |
| Cambridge Investment Research Advisors, Inc. | 4.14K | Jun 30, 26 | +60 | 0.15% |
| WealthCare Investment Partners, LLC | 4.12K | Jun 30, 26 | +717 | 0.15% |
| Envestnet Portfolio Solutions, Inc. | 3.78K | Jun 30, 26 | -219 | 0.14% |
| Sanctuary Advisors, LLC | 3.54K | Jun 30, 26 | +3 | 0.13% |
| Creative Planning | 3.45K | Jun 30, 26 | -- | 0.12% |
| NWAM LLC | 3.35K | Jun 30, 26 | +8 | 0.12% |
| Security Financial Services, INC. | 3.30K | Jun 30, 26 | -92 | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.02K | Jun 30, 26 | -296 | 0.11% |
| ROYAL BANK OF CANADA | 2.95K | Jun 30, 26 | +7 | 0.11% |
| Private Advisor Group, LLC | 2.81K | Jun 30, 26 | -338 | 0.10% |
| Cerity Partners LLC | 2.74K | Jun 30, 26 | -23 | 0.10% |
| Walkner Condon Financial Advisors LLC | 2.37K | Jun 30, 26 | -- | 0.08% |
| KINGSWOOD WEALTH ADVISORS, LLC | 2.00K | Jun 30, 26 | -- | 0.07% |
| JPMORGAN CHASE & CO | 1.87K | Jun 30, 26 | +69 | 0.07% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1.70K | Jun 30, 26 | -362 | 0.06% |
| Aptus Capital Advisors, LLC | 1.58K | Jun 30, 26 | -190 | 0.06% |
| MML INVESTORS SERVICES, LLC | 1.55K | Jun 30, 26 | +1.55K | 0.06% |
| MELFA WEALTH MANAGEMENT, INC. | 1.54K | Jun 30, 26 | -109 | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.52K | Jun 30, 26 | +1 | 0.05% |
| Noble Wealth Partners LLC | 1.45K | Jun 30, 26 | +1.45K | 0.05% |
| Blackston Financial Advisory Group, LLC | 1.43K | Jun 30, 26 | +7 | 0.05% |
| United Advisor Group, LLC | 1.38K | Jun 30, 26 | -- | 0.05% |
| Quotient Wealth Partners, LLC | 1.29K | Jun 30, 26 | -48 | 0.05% |
| Tidemark, LLC | 1.26K | Jun 30, 26 | +982 | 0.05% |
| Zhang Financial LLC | 1.25K | Jun 30, 26 | -3.01K | 0.04% |
| Kestra Advisory Services, LLC | 1.21K | Jun 30, 26 | +1.21K | 0.04% |
| Global Retirement Partners, LLC | 1.11K | Jun 30, 26 | +1.11K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.00K | Jun 30, 26 | -- | 0.04% |
| Center for Financial Planning, Inc. | 900 | Jun 30, 26 | -- | 0.03% |
| HARBOUR INVESTMENTS, INC. | 557 | Jun 30, 26 | +26 | 0.02% |
| Glass Jacobson Investment Advisors llc | 442 | Jun 30, 26 | -- | 0.02% |
| UBS Group AG | 409 | Jun 30, 26 | +28 | 0.01% |
| FIFTH THIRD BANCORP | 388 | Jun 30, 26 | -106 | 0.01% |
| MORGAN STANLEY | 335 | Jun 30, 26 | -- | 0.01% |
| Beaird Harris Wealth Management, LLC | 302 | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 302 | Jun 30, 26 | +302 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 218 | Jun 30, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 170 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 161 | Jun 30, 26 | +2 | 0.01% |
| Horizon Investments, LLC | 132 | Jun 30, 26 | -132 | 0.00% |
| Raleigh Capital Management Inc. | 129 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 113 | Jun 30, 26 | -1 | 0.00% |
| WELLS FARGO & COMPANY/MN | 82 | Jun 30, 26 | +81 | 0.00% |
| Allworth Financial LP | 58 | Jun 30, 26 | +58 | 0.00% |
| LRI Investments, LLC | 50 | Jun 30, 26 | -11 | 0.00% |
| Rockefeller Capital Management L.P. | 42 | Jun 30, 26 | -- | 0.00% |
| TD Capital Management LLC | 36 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 7 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -3.13K | -- |
| Basepoint Wealth LLC | -- | Jun 30, 26 | -508 | -- |
| M Holdings Securities, Inc. | -- | Jun 30, 26 | -14.05K | -- |
| &PARTNERS | -- | Jun 30, 26 | -1.47K | -- |
| JNBA Financial Advisors | -- | Jun 30, 26 | -216 | -- |
| McIlrath & Eck, LLC | 274 | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 245 | Mar 31, 26 | -- | 0.01% |
| COMERICA BANK | 580 | Dec 31, 25 | -- | 0.02% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1.33K | Sep 30, 25 | +1.33K | 0.05% |
| FSA Wealth Management LLC | 26 | Sep 30, 25 | -30 | 0.00% |
| GYL FINANCIAL SYNERGIES, LLC | 68.05K | Sep 30, 24 | +669 | 2.44% |
| Raymond James Financial Services Advisors, Inc. | 5.18K | Sep 30, 24 | +2.23K | 0.19% |
| RAYMOND JAMES & ASSOCIATES | 3.60K | Sep 30, 24 | -137 | 0.13% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 284 | Jun 30, 24 | +284 | 0.01% |
| CAMBRIDGE TRUST CO | 350 | Mar 31, 24 | +350 | 0.01% |
| First Capital Advisors Group, LLC. | 181 | Jun 30, 23 | +181 | 0.01% |
| Andesa Financial Management Inc. | 12.00K | Mar 31, 23 | +6.00K | 0.43% |
| St. James Investment Advisors, LLC | 7 | Dec 31, 22 | -51 | 0.00% |
| EATON VANCE MANAGEMENT | 11.65K | Sep 30, 22 | +90 | 0.42% |
| Mosaic Family Wealth, LLC | 7.80K | Dec 31, 21 | +873 | 0.28% |
| Cardan Capital Partners, LLC | 60.43K | Sep 30, 21 | -570 | 2.17% |
| QCI ASSET MANAGEMENT INC/NY | 6.40K | Sep 30, 21 | -- | 0.23% |
| Advisor Group, Inc. | 150 | Dec 31, 19 | +150 | 0.01% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data