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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 | 11.55M | Jun 30, 26 | +826.46K | 7.51% |
| Bramshill Investments, LLC | 8.39M | Jun 30, 26 | +1.67M | 5.45% |
| Penserra Capital Management LLC | 4.36M | Jun 30, 26 | +166.57K | 2.83% |
| LOOMIS SAYLES & CO L P | 3.17M | Jun 30, 26 | +2.15M | 2.06% |
| Solutions 4 Wealth, Ltd | 2.71M | Jun 30, 26 | -115.25K | 1.76% |
| BANK OF AMERICA CORP /DE/ | 2.68M | Jun 30, 26 | -597.07K | 1.74% |
| LPL Financial LLC | 2.67M | Jun 30, 26 | -68.21K | 1.74% |
| Invesco Ltd. | 2.62M | Jun 30, 26 | +545.20K | 1.70% |
| UBS Group AG | 2.07M | Jun 30, 26 | +328.70K | 1.34% |
| Advisors Asset Management, Inc. | 1.94M | Jun 30, 26 | +598.77K | 1.26% |
| EP Wealth Advisors, LLC | 1.78M | Jun 30, 26 | -132.58K | 1.16% |
| WELLS FARGO & COMPANY/MN | 1.37M | Jun 30, 26 | +130.69K | 0.89% |
| RAYMOND JAMES FINANCIAL INC | 1.19M | Jun 30, 26 | +245.03K | 0.77% |
| Gridiron Partners, LLC | 1.18M | Jun 30, 26 | +986.40K | 0.76% |
| COHEN & STEERS, INC. | 1.07M | Jun 30, 26 | +150.00K | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 828.15K | Jun 30, 26 | +173.75K | 0.54% |
| PRINCIPAL SECURITIES, INC. | 795.13K | Jun 30, 26 | +157.73K | 0.52% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 737.51K | Jun 30, 26 | -737.68K | 0.48% |
| Allspring Global Investments Holdings, LLC | 698.95K | Jun 30, 26 | +698.95K | 0.45% |
| BALYASNY ASSET MANAGEMENT L.P. | 692.55K | Jun 30, 26 | -384.09K | 0.45% |
| ICON ADVISERS INC/CO | 628.35K | Jun 30, 26 | +109.47K | 0.41% |
| Matisse Capital | 620.00K | Jun 30, 26 | +20.00K | 0.40% |
| Logan Stone Capital, LLC | 480.58K | Jun 30, 26 | +328.37K | 0.31% |
| J.W. COLE ADVISORS, INC. | 473.75K | Jun 30, 26 | +473.75K | 0.31% |
| Byrne Asset Management LLC | 460.49K | Jun 30, 26 | -74.15K | 0.30% |
| SIT INVESTMENT ASSOCIATES INC | 419.03K | Jun 30, 26 | +109.79K | 0.27% |
| Saba Capital Management, L.P. | 352.66K | Jun 30, 26 | +352.66K | 0.23% |
| Quarry LP | 327.88K | Jun 30, 26 | -327.95K | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 303.38K | Jun 30, 26 | +20.58K | 0.20% |
| Cetera Investment Advisers | 274.85K | Jun 30, 26 | +13.00K | 0.18% |
| 1607 Capital Partners, LLC | 253.27K | Jun 30, 26 | -126.19K | 0.16% |
| Creative Planning | 245.55K | Jun 30, 26 | -18.60K | 0.16% |
| Verity Asset Management, Inc. | 244.87K | Jun 30, 26 | +8.75K | 0.16% |
| ROYAL BANK OF CANADA | 221.41K | Jun 30, 26 | -64.18K | 0.14% |
| GUGGENHEIM CAPITAL LLC | 214.90K | Jun 30, 26 | -2.70K | 0.14% |
| Camelot Portfolios, LLC | 210.83K | Jun 30, 26 | +50.67K | 0.14% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 205.68K | Jun 30, 26 | +14.44K | 0.13% |
| Virtus Investment Advisers, Inc. | 176.55K | Jun 30, 26 | -26.62K | 0.11% |
| CARDIFF PARK ADVISORS, LLC | 175.00K | Jun 30, 26 | -- | 0.11% |
| NewEdge Advisors, LLC | 166.64K | Jun 30, 26 | +51.66K | 0.11% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 165.15K | Jun 30, 26 | +68.13K | 0.11% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 153.67K | Jun 30, 26 | -7.21K | 0.10% |
| SAX WEALTH ADVISORS, LLC | 152.39K | Jun 30, 26 | -128.88K | 0.10% |
| Equitable Holdings, Inc. | 141.93K | Jun 30, 26 | +9.09K | 0.09% |
| GeoWealth Management, LLC | 137.35K | Jun 30, 26 | +34.58K | 0.09% |
| Shaker Financial Services, LLC | 135.19K | Jun 30, 26 | +135.19K | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 134.29K | Jun 30, 26 | -3.00K | 0.09% |
| AMERIPRISE FINANCIAL INC | 134.20K | Jun 30, 26 | -149.67K | 0.09% |
| Future Financial Wealth Managment LLC | 132.69K | Jun 30, 26 | -21.81K | 0.09% |
| MELFA WEALTH MANAGEMENT, LLC | 118.68K | Jun 30, 26 | -- | 0.08% |
| Baird Financial Group, Inc. | 115.59K | Jun 30, 26 | +27.49K | 0.08% |
| Ausdal Financial Partners, Inc. | 115.50K | Jun 30, 26 | -84.74K | 0.08% |
| STIFEL FINANCIAL CORP | 107.23K | Jun 30, 26 | +2.80K | 0.07% |
| WOLVERINE ASSET MANAGEMENT LLC | 105.33K | Jun 30, 26 | -266.75K | 0.07% |
| Apollon Wealth Management, LLC | 104.52K | Jun 30, 26 | +1.54K | 0.07% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 102.08K | Jun 30, 26 | -996.35K | 0.07% |
| Capital Investment Advisors, LLC | 99.99K | Jun 30, 26 | +47.39K | 0.06% |
| Western Wealth Management, LLC | 93.94K | Jun 30, 26 | -15.65K | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 93.13K | Jun 30, 26 | -39.57K | 0.06% |
| HighTower Advisors, LLC | 89.26K | Jun 30, 26 | +64.64K | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 87.61K | Jun 30, 26 | -1.69K | 0.06% |
| SeaCrest Wealth Management, LLC | 84.82K | Jun 30, 26 | +18.49K | 0.06% |
| Everstar Asset Management, LLC | 82.28K | Jun 30, 26 | -575 | 0.05% |
| Private Wealth Management Group, LLC | 72.06K | Jun 30, 26 | +70.86K | 0.05% |
| NOMURA HOLDINGS INC | 68.06K | Jun 30, 26 | -6.94K | 0.04% |
| Private Advisor Group, LLC | 67.32K | Jun 30, 26 | -159.32K | 0.04% |
| Concurrent Investment Advisors, LLC | 66.43K | Jun 30, 26 | -37.19K | 0.04% |
| Prospera Financial Services Inc | 65.87K | Jun 30, 26 | -3.50K | 0.04% |
| Clear Creek Financial Management, LLC | 59.17K | Jun 30, 26 | -- | 0.04% |
| ADAPT WEALTH ADVISORS, LLC | 57.56K | Jun 30, 26 | -277 | 0.04% |
| Fortitude Advisory Group L.L.C. | 56.84K | Jun 30, 26 | +7.96K | 0.04% |
| Valeo Financial Advisors, LLC | 55.75K | Jun 30, 26 | +671 | 0.04% |
| TD Waterhouse Canada Inc. | 53.00K | Jun 30, 26 | -- | 0.03% |
| EverSource Wealth Advisors, LLC | 50.05K | Jun 30, 26 | -- | 0.03% |
| StoneX Group Inc. | 48.95K | Jun 30, 26 | +48.95K | 0.03% |
| Alteri Wealth LLC | 47.88K | Jun 30, 26 | -- | 0.03% |
| Bank OZK | 46.38K | Jun 30, 26 | -- | 0.03% |
| READYSTATE ASSET MANAGEMENT LP | 39.12K | Jun 30, 26 | +39.12K | 0.03% |
| FIFTH THIRD BANCORP | 38.09K | Jun 30, 26 | +4.40K | 0.02% |
| AEGON USA Investment Management, LLC | 35.75K | Jun 30, 26 | +35.75K | 0.02% |
| Closed-End Fund Advisors, Inc. | 32.43K | Jun 30, 26 | -2.25K | 0.02% |
| OPPENHEIMER & CO INC | 31.94K | Jun 30, 26 | -1.04K | 0.02% |
| BOOTHBAY FUND MANAGEMENT, LLC | 31.61K | Jun 30, 26 | +12.18K | 0.02% |
| Post Resch Tallon Group Inc. | 31.32K | Jun 30, 26 | -- | 0.02% |
| Rockefeller Capital Management L.P. | 30.90K | Jun 30, 26 | -6.58K | 0.02% |
| Janney Montgomery Scott LLC | 28.94K | Jun 30, 26 | -100.68K | 0.02% |
| PRIVATE MANAGEMENT GROUP INC | 28.56K | Jun 30, 26 | -- | 0.02% |
| Allworth Financial LP | 28.20K | Jun 30, 26 | +1.60K | 0.02% |
| SHUFRO ROSE & CO LLC | 28.00K | Jun 30, 26 | -- | 0.02% |
| Colony Group, LLC | 25.41K | Jun 30, 26 | -16.72K | 0.02% |
| TRUIST FINANCIAL CORP | 24.81K | Jun 30, 26 | -1.71K | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 24.78K | Jun 30, 26 | -- | 0.02% |
| Sequoia Financial Advisors, LLC | 24.46K | Jun 30, 26 | -- | 0.02% |
| WealthTrust Axiom LLC | 23.45K | Jun 30, 26 | -1.47K | 0.02% |
| PRINCIPAL FINANCIAL GROUP INC | 22.50K | Jun 30, 26 | -- | 0.01% |
| Genesis Financial Group, LLC | 20.86K | Jun 30, 26 | +126 | 0.01% |
| Clear Street Group Inc. | 20.84K | Jun 30, 26 | +20.84K | 0.01% |
| CITADEL ADVISORS LLC | 19.96K | Jun 30, 26 | +7.00K | 0.01% |
| One Capital Management, LLC | 19.11K | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 18.10K | Jun 30, 26 | +18.10K | 0.01% |
| Brookstone Capital Management | 17.98K | Jun 30, 26 | +1.55K | 0.01% |
| STEPHENS INC /AR/ | 17.07K | Jun 30, 26 | -- | 0.01% |
| Oak Harvest Investment Services | 17.00K | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 16.63K | Jun 30, 26 | -1.12K | 0.01% |
| Huntleigh Advisors, Inc. | 16.29K | Jun 30, 26 | +344 | 0.01% |
| WEDBUSH SECURITIES INC | 15.89K | Jun 30, 26 | +5.00K | 0.01% |
| TWO SIGMA SECURITIES, LLC | 14.64K | Jun 30, 26 | -4.46K | 0.01% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 14.13K | Jun 30, 26 | +1.49K | 0.01% |
| Resurgent Financial Advisors LLC | 12.22K | Jun 30, 26 | +12.22K | 0.01% |
| Vident Advisory, LLC | 11.69K | Jun 30, 26 | +11.69K | 0.01% |
| XTX Topco Ltd | 11.17K | Jun 30, 26 | -19.05K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 10.87K | Jun 30, 26 | +1 | 0.01% |
| CHOREO, LLC | 10.76K | Jun 30, 26 | +10.76K | 0.01% |
| Pensionmark Financial Group, LLC | 10.33K | Jun 30, 26 | -- | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 10.07K | Jun 30, 26 | -1.28K | 0.01% |
| NWF Advisory Services Inc. | 10.00K | Jun 30, 26 | -- | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 7.25K | Jun 30, 26 | -859 | 0.00% |
| FWL INVESTMENT MANAGEMENT, LLC | 7.00K | Jun 30, 26 | +7.00K | 0.00% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 6.34K | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.69K | Jun 30, 26 | +439 | 0.00% |
| PRIVATE TRUST CO NA | 4.00K | Jun 30, 26 | -- | 0.00% |
| Regatta Research & Money Management | 3.46K | Jun 30, 26 | +3.46K | 0.00% |
| WHITTIER TRUST CO | 3.33K | Jun 30, 26 | -- | 0.00% |
| Beaird Harris Wealth Management, LLC | 3.20K | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 3.00K | Jun 30, 26 | +3.00K | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 2.38K | Jun 30, 26 | +2.38K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.50K | Jun 30, 26 | +1.50K | 0.00% |
| WPG Advisers, LLC | 1.08K | Jun 30, 26 | +1.08K | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| New England Capital Financial Advisors LLC | 939 | Jun 30, 26 | -- | 0.00% |
| Private Wealth Asset Management, LLC | 900 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 800 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 800 | Jun 30, 26 | -- | 0.00% |
| Concord Wealth Partners | 785 | Jun 30, 26 | +785 | 0.00% |
| Salomon & Ludwin, LLC | 598 | Jun 30, 26 | -- | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 492 | Jun 30, 26 | +15 | 0.00% |
| Strategic Advocates LLC | 439 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 428 | Jun 30, 26 | +334 | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 287 | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 180 | Jun 30, 26 | +180 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | -- | Jun 30, 26 | -300 | -- |
| Modera Wealth Management, LLC | -- | Jun 30, 26 | -139.36K | -- |
| NORTHERN TRUST CORP | -- | Jun 30, 26 | -23.49K | -- |
| Integrity Advisory Solutions, LLC | -- | Jun 30, 26 | -12.89K | -- |
| Founders Financial Alliance, LLC | -- | Jun 30, 26 | -34.07K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -5.98K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -7 | -- |
| Geneos Wealth Management Inc. | -- | Jun 30, 26 | -10.11K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -87.97K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -19.55K | -- |
| ADVISORS MANAGEMENT GROUP INC /ADV | -- | Jun 30, 26 | -991.73K | -- |
| MILLENNIUM MANAGEMENT LLC | -- | Jun 30, 26 | -14.03K | -- |
| Ionic Capital Management LLC | -- | Jun 30, 26 | -391.95K | -- |
| JOURNEY STRATEGIC WEALTH LLC | 21.15K | Mar 31, 26 | +7.90K | 0.01% |
| CWM, LLC | 1.37K | Mar 31, 26 | +151 | 0.00% |
| COMERICA BANK | 33.16K | Dec 31, 25 | +2.83K | 0.02% |
| Moloney Securities Asset Management, LLC | -- | Sep 30, 25 | -349.24K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 26.29K | Jun 30, 25 | +8.00K | 0.02% |
| Congress Wealth Management LLC / DE / | 15.40K | Jun 30, 25 | -- | 0.01% |
| Tallon Kerry Patrick | 29.66K | Dec 31, 24 | +29.66K | 0.02% |
| Fernwood Investment Management, LLC | 15.40K | Dec 31, 24 | -- | 0.01% |
| Edmonds Duncan Registered Investment Advisors, LLC | 677.64K | Sep 30, 24 | +57.79K | 0.44% |
| RAYMOND JAMES & ASSOCIATES | 214.32K | Sep 30, 24 | -28.84K | 0.14% |
| RAYMOND JAMES TRUST N.A. | 19.33K | Sep 30, 24 | -- | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 16.09K | Sep 30, 24 | -221 | 0.01% |
| FinTrust Capital Advisors, LLC | 1.92K | Sep 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 66.21K | Mar 31, 24 | +6.07K | 0.04% |
| InterOcean Capital Group, LLC | 39.00K | Mar 31, 24 | -- | 0.03% |
| Cetera Advisors LLC | 19.10K | Mar 31, 24 | +398 | 0.01% |
| Charles Schwab Investment Advisory, Inc. | 18.05K | Mar 31, 24 | -- | 0.01% |
| Baystate Wealth Management LLC | 1.02K | Dec 31, 23 | +1.02K | 0.00% |
| Kistler-Tiffany Companies, LLC | 97.46K | Jun 30, 23 | +97.46K | 0.06% |
| Lumature Wealth Partners, LLC | 52.00K | Jun 30, 23 | -- | 0.03% |
| Ahrens Investment Partners LLC | 72.55K | Mar 31, 23 | -10.01K | 0.05% |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -42.05K | -- |
| Claraphi Advisory Network, LLC | 63.00K | Dec 31, 22 | +47.50K | 0.04% |
| Momentum Advisors, LLC | 12.56K | Dec 31, 22 | -24.12K | 0.01% |
| Axiom Investment Management LLC | -- | Dec 31, 22 | -2 | -- |
| Foresight Wealth Management, LLC | -- | Dec 31, 22 | -25.21K | -- |
| EATON VANCE MANAGEMENT | 942.10K | Sep 30, 22 | -941.79K | 0.61% |
| Lloyd Park, LLC | 39.67K | Sep 30, 22 | +4.45K | 0.03% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2.75M | Mar 31, 22 | -231.99K | 1.79% |
| Lenox Wealth Advisors, LLC | -- | Mar 31, 22 | -5.00K | -- |
| 6 Meridian | 42.31K | Dec 31, 21 | -201.92K | 0.03% |
| NEXT Financial Group, Inc | 11.41K | Dec 31, 21 | +5.98K | 0.01% |
| Carroll Financial Associates, Inc. | 875 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | -- | Sep 30, 21 | -11.70K | -- |
| First Allied Advisory Services, Inc. | 25.65K | Sep 30, 20 | +209 | 0.02% |
| Advisor Group, Inc. | 42.01K | Dec 31, 19 | -3.13K | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 39.15K | Dec 31, 19 | -349.06K | 0.03% |
| Torch Wealth Management LLC | -- | Dec 31, 19 | -11.00K | -- |
| BB&T SECURITIES, LLC | -- | Sep 30, 19 | -20.00K | -- |
| RESTRUCTURING CAPITAL ASSOCIATES LP | 2.89M | Mar 31, 19 | -3.04M | 1.88% |
| NEXT Financial Holdings | 3.45K | Mar 31, 19 | +3.45K | 0.00% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1.24M | Dec 31, 18 | +252.60K | 0.81% |
| Horizon Kinetics LLC | 24.63K | Dec 31, 18 | -908 | 0.02% |
| COMERICA SECURITIES INC | -- | Dec 31, 18 | -650.78K | -- |
| Yellowstone Partners, LLC | 40.07K | Dec 31, 17 | +588 | 0.03% |
| Virtu KCG Holdings LLC | 146.34K | Jun 30, 17 | +146.34K | 0.10% |
| Commonwealth Equity Services, Inc | 23.44K | Jun 30, 17 | +3.15K | 0.02% |
| BLACKROCK ADVISORS LLC | 503.05K | Dec 31, 16 | -5.36K | 0.33% |
| MSI Financial Services Inc | 21.36K | Dec 31, 16 | +11.22K | 0.01% |
| BlackRock Investment Management, LLC | 14 | Dec 31, 16 | -- | 0.00% |
| NEWGATE CAPITAL MANAGEMENT LLC | 1.95M | Jun 30, 16 | +775.35K | 1.27% |
| Investors Capital Advisory Services | 16.99K | Jun 30, 16 | -- | 0.01% |
| MANAGED ACCOUNT ADVISORS LLC | -- | Jun 30, 15 | -6 | -- |
| TradeLink Global Equity LLC | 20.90K | Dec 31, 14 | +20.90K | 0.01% |
| NEW ENGLAND SECURITIES CORP /MA/ | 4.91K | Dec 31, 14 | -949 | 0.00% |
| UBS AG | 622.85K | Sep 30, 14 | +9.41K | 0.40% |
| 1919 Investment Counsel, LLC | -- | Sep 30, 14 | -1.50K | -- |
| Hatteras Alternative Mutual Funds, LLC | 375.56K | Jun 30, 14 | +375.56K | 0.24% |
| Compass Efficient Model Portfolios, LLC | 3.50K | Dec 31, 13 | -- | 0.00% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -16.82K | -- |
| STIFEL NICOLAUS & CO INC \MO\ | 207.48K | Sep 30, 13 | +349 | 0.13% |
| First Allied Securities, Inc. | 105.48K | Jun 30, 12 | -1.43K | 0.07% |
| Eos Partners, L.P. | 192.34K | Dec 31, 11 | +192.34K | 0.12% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 183.94K | Jun 30, 10 | +183.94K | 0.12% |