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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 | 1.15M | Jun 30, 26 | +39.04K | 20.06% |
| LPL Financial LLC | 502.05K | Jun 30, 26 | +25.74K | 8.78% |
| Tidemark, LLC | 432.43K | Jun 30, 26 | +24.62K | 7.56% |
| Resources Investment Advisors, LLC. | 315.20K | Jun 30, 26 | -4.05K | 5.51% |
| Stewardship Advisors, LLC | 291.44K | Jun 30, 26 | +9.36K | 5.10% |
| Cetera Investment Advisers | 276.62K | Jun 30, 26 | +7.48K | 4.84% |
| CAPITAL PERFORMANCE ADVISORS LLP | 273.76K | Jun 30, 26 | +856 | 4.79% |
| Stillwater Private Wealth, LLC | 168.61K | Jun 30, 26 | +168.61K | 2.95% |
| Avestar Capital, LLC | 131.52K | Jun 30, 26 | +4.82K | 2.30% |
| ENVESTNET ASSET MANAGEMENT INC | 76.05K | Jun 30, 26 | +9.13K | 1.33% |
| WELLS FARGO & COMPANY/MN | 71.81K | Jun 30, 26 | +4.10K | 1.26% |
| KINGSWOOD WEALTH ADVISORS, LLC | 51.19K | Jun 30, 26 | +3.15K | 0.90% |
| Vestmark Advisory Solutions, Inc. | 50.40K | Jun 30, 26 | -- | 0.88% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45.56K | Jun 30, 26 | +25.25K | 0.80% |
| Columbus Macro, LLC | 41.67K | Jun 30, 26 | +4.46K | 0.73% |
| RAYMOND JAMES FINANCIAL INC | 37.27K | Jun 30, 26 | -630 | 0.65% |
| Ethos Financial Group, LLC | 35.75K | Jun 30, 26 | -3.94K | 0.63% |
| Asset Allocation Strategies LLC | 33.73K | Jun 30, 26 | +2.24K | 0.59% |
| Cambridge Investment Research Advisors, Inc. | 32.52K | Jun 30, 26 | +1.62K | 0.57% |
| Comprehensive Wealth Management, LLC | 31.51K | Jun 30, 26 | +1.84K | 0.55% |
| ASSETMARK, INC | 30.91K | Jun 30, 26 | +30.81K | 0.54% |
| ADVISOR GROUP HOLDINGS, INC. | 26.96K | Jun 30, 26 | -13.43K | 0.47% |
| Kestra Advisory Services, LLC | 26.48K | Jun 30, 26 | +26.48K | 0.46% |
| STIFEL FINANCIAL CORP | 25.54K | Jun 30, 26 | +9.01K | 0.45% |
| Private Advisor Group, LLC | 25.51K | Jun 30, 26 | +1.41K | 0.45% |
| Global Wealth Management Investment Advisory, Inc. | 23.23K | Jun 30, 26 | +105 | 0.41% |
| Financial Enhancement Group LLC | 22.49K | Jun 30, 26 | +1.07K | 0.39% |
| Advisor Resource Council | 20.33K | Jun 30, 26 | +1.82K | 0.36% |
| Empirical Asset Management, LLC | 19.38K | Jun 30, 26 | +782 | 0.34% |
| HARBOUR INVESTMENTS, INC. | 19.18K | Jun 30, 26 | +1.08K | 0.34% |
| Sequent Planning LLC | 18.76K | Jun 30, 26 | +1.06K | 0.33% |
| UBS ASSET MANAGEMENT AMERICAS INC | 18.16K | Jun 30, 26 | -- | 0.32% |
| Centric Wealth Management | 18.06K | Jun 30, 26 | +9.01K | 0.32% |
| JPMORGAN CHASE & CO | 17.65K | Jun 30, 26 | -527 | 0.31% |
| Endowment Wealth Management, Inc. | 17.60K | Jun 30, 26 | +497 | 0.31% |
| Axis Wealth Partners, LLC | 15.89K | Jun 30, 26 | -454 | 0.28% |
| CSS LLC/IL | 15.15K | Jun 30, 26 | -- | 0.26% |
| Cooper Financial Group | 15.11K | Jun 30, 26 | -925 | 0.26% |
| Clarity Asset Management, Inc. | 14.36K | Jun 30, 26 | +4.69K | 0.25% |
| PAX Financial Group, LLC | 14.15K | Jun 30, 26 | -75 | 0.25% |
| Arkadios Wealth Advisors | 13.92K | Jun 30, 26 | -445 | 0.24% |
| VestGen Advisors, LLC | 13.79K | Jun 30, 26 | -55 | 0.24% |
| Beacon Pointe Advisors, LLC | 11.76K | Jun 30, 26 | +2.58K | 0.21% |
| Austin Wealth Management, LLC | 10.27K | Jun 30, 26 | -236 | 0.18% |
| Bison Wealth, LLC | 10.14K | Jun 30, 26 | -1.44K | 0.18% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 9.92K | Jun 30, 26 | -343 | 0.17% |
| Sowell Financial Services LLC | 9.52K | Jun 30, 26 | -51 | 0.17% |
| Alteri Wealth LLC | 9.50K | Jun 30, 26 | +20 | 0.17% |
| Sanctuary Advisors, LLC | 8.28K | Jun 30, 26 | +8.28K | 0.14% |
| MML INVESTORS SERVICES, LLC | 7.75K | Jun 30, 26 | +1.60K | 0.14% |
| Discipline Wealth Solutions, LLC | 7.70K | Jun 30, 26 | -550 | 0.13% |
| INVENIO WEALTH PARTNERS LLC | 7.62K | Jun 30, 26 | -- | 0.13% |
| HOWARD BAILEY SECURITIES, LLC | 7.60K | Jun 30, 26 | -1.45K | 0.13% |
| Trajan Wealth LLC | 6.98K | Jun 30, 26 | -303 | 0.12% |
| REAP Financial Group, LLC | 6.84K | Jun 30, 26 | -2.88K | 0.12% |
| Simplicity Wealth,LLC | 5.63K | Jun 30, 26 | +5.63K | 0.10% |
| MGO ONE SEVEN LLC | 5.57K | Jun 30, 26 | -28 | 0.10% |
| FIFTH THIRD BANCORP | 5.44K | Jun 30, 26 | -103 | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.10K | Jun 30, 26 | +5.10K | 0.09% |
| ROCKLAND TRUST CO | 5.03K | Jun 30, 26 | -142 | 0.09% |
| Integrated Wealth Concepts LLC | 4.30K | Jun 30, 26 | +4.30K | 0.08% |
| IFG Advisory, LLC | 3.83K | Jun 30, 26 | +3.83K | 0.07% |
| AE Wealth Management LLC | 3.24K | Jun 30, 26 | +1.05K | 0.06% |
| ROYAL BANK OF CANADA | 3.17K | Jun 30, 26 | -26 | 0.06% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.50K | Jun 30, 26 | -15 | 0.04% |
| Golden State Wealth Management, LLC | 2.12K | Jun 30, 26 | -309 | 0.04% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1.50K | Jun 30, 26 | +1.50K | 0.03% |
| Aptus Capital Advisors, LLC | 1.49K | Jun 30, 26 | -- | 0.03% |
| Glass Jacobson Investment Advisors llc | 1.32K | Jun 30, 26 | -- | 0.02% |
| Steward Partners Investment Advisory, LLC | 1.25K | Jun 30, 26 | -- | 0.02% |
| Highland Investment Advisors LLC | 910 | Jun 30, 26 | +910 | 0.02% |
| Parallel Advisors, LLC | 782 | Jun 30, 26 | -- | 0.01% |
| UBS Group AG | 666 | Jun 30, 26 | +243 | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 404 | Jun 30, 26 | -- | 0.01% |
| CoreCap Advisors, LLC | 265 | Jun 30, 26 | -- | 0.00% |
| Concord Wealth Partners | 251 | Jun 30, 26 | +251 | 0.00% |
| Global Retirement Partners, LLC | 250 | Jun 30, 26 | +250 | 0.00% |
| Strategic Wealth Partners, Ltd. | 229 | Jun 30, 26 | -- | 0.00% |
| Clearstead Advisors, LLC | 127 | Jun 30, 26 | -30 | 0.00% |
| Smartleaf Asset Management LLC | 64 | Jun 30, 26 | -- | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 37 | Jun 30, 26 | -- | 0.00% |
| Solstein Capital, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 12 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -7.38K | -- |
| Team Financial Group, LLC | -- | Jun 30, 26 | -4.08K | -- |
| WASHINGTON TRUST BANK | -- | Jun 30, 26 | -7.22K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -106 | -- |
| Merit Financial Group, LLC | -- | Jun 30, 26 | -7.31K | -- |
| PROTECTIVE LIFE CORP | -- | Jun 30, 26 | -172 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -444 | -- |
| Betterment LLC | -- | Jun 30, 26 | -7.25K | -- |
| Efficient Advisors, LLC | 35.21K | Mar 31, 26 | +388 | 0.62% |
| Financial Connections Group, Inc. | 229 | Mar 31, 26 | +229 | 0.00% |
| Sunbelt Securities, Inc. | -- | Mar 31, 26 | -27 | -- |
| Litman Gregory Wealth Management LLC | 3.47K | Dec 31, 25 | +3.47K | 0.06% |
| COMERICA BANK | 3.29K | Dec 31, 25 | +2.65K | 0.06% |
| O'Dell Group, LLC | 319.75K | Sep 30, 25 | +7.68K | 5.59% |
| Elios Financial Group Inc. | 20.73K | Jun 30, 25 | +3.13K | 0.36% |
| My Legacy Advisors, LLC | -- | Jun 30, 25 | -6.15K | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -32 | -- |
| Raymond James Financial Services Advisors, Inc. | 57.24K | Sep 30, 24 | +1.51K | 1.00% |
| Cetera Advisor Networks LLC | 48.77K | Mar 31, 24 | -1.54K | 0.85% |
| KLR INVESTMENT ADVISORS, LLC | 28.99K | Mar 31, 24 | -4.21K | 0.51% |
| Cetera Advisors LLC | 6.30K | Mar 31, 24 | +6.30K | 0.11% |
| Eudaimonia Partners, LLC | 5.55K | Mar 31, 24 | +5.55K | 0.10% |
| Truadvice, LLC | 30.65K | Sep 30, 23 | +19.36K | 0.54% |
| Cardinal Point Wealth Management Partners, LLC | 135.25K | Mar 31, 23 | +7.72K | 2.37% |
| Cribstone Capital Management, LLC | -- | Dec 31, 22 | -181 | -- |
| 55I, LLC | 15.87K | Sep 30, 22 | +4.66K | 0.28% |
| Lake Point Wealth Management | 5.00K | Jun 30, 22 | -- | 0.09% |
| NEXT Financial Group, Inc | 135 | Dec 31, 21 | +135 | 0.00% |
| Cardinal Point Wealth Management LLC | 9.90K | Sep 30, 21 | +9.90K | 0.17% |
| Global Financial Private Capital, Inc | 86 | Jun 30, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 18.66K | Dec 31, 19 | -9.77K | 0.33% |
| Beacon Pointe Wealth Advisors, LLC | 9.54K | Dec 31, 19 | -1.65K | 0.17% |
| Advisor Group, Inc. | 735 | Dec 31, 19 | +290 | 0.01% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 21.70K | Mar 31, 19 | -951 | 0.38% |
| Live Your Vision, LLC | -- | Mar 31, 19 | -12 | -- |
| Vestpro Financial Partners, Inc. dba CPF Texas | 475 | Sep 30, 18 | +475 | 0.01% |
| Virtu KCG Holdings LLC | 73.45K | Jun 30, 17 | +62.16K | 1.28% |
| CETERA INVESTMENT MANAGEMENT LLC | 10.37K | Jun 30, 17 | -1.80K | 0.18% |
| Integrated Wealth Management | 9.53K | Mar 31, 17 | +1.42K | 0.17% |
| MSI Financial Services Inc | 3.08K | Dec 31, 16 | -1.49K | 0.05% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -229 | -- |
| VSR Financial Services, Inc. | 17.66K | Jun 30, 16 | -9.39K | 0.31% |
| Pinnacle Summer Investments, Inc. | 234 | Dec 31, 15 | -81.45K | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 7.18K | Jun 30, 15 | +2.99K | 0.13% |
| First Allied Asset Management, Inc. | 48.16K | Mar 31, 15 | +13.71K | 0.84% |
| UBS AG | 73.92K | Sep 30, 14 | +5.84K | 1.29% |
| Compass Efficient Model Portfolios, LLC | 176 | Dec 31, 13 | -- | 0.00% |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -5.82K | -- |