XFIV(XFIV)
XFIV
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Municipal Employees' Retirement System of Michigan | 1.33M | Jun 30, 26 | -- | 18.53% |
| WELLS FARGO & COMPANY/MN | 929.87K | Jun 30, 26 | -41.95K | 12.93% |
| Gradient Investments LLC | 549.62K | Jun 30, 26 | -943.63K | 7.64% |
| Kestra Investment Management, LLC | 517.04K | Jun 30, 26 | -122.90K | 7.19% |
| Donoghue Forlines LLC | 484.67K | Jun 30, 26 | -57.90K | 6.74% |
| Capital Investment Counsel, LLC | 456.13K | Jun 30, 26 | +53.09K | 6.34% |
| AE Wealth Management LLC | 416.67K | Jun 30, 26 | +281 | 5.80% |
| Nemes Rush Group LLC | 413.14K | Jun 30, 26 | +61.08K | 5.75% |
| BANK OF AMERICA CORP /DE/ | 344.36K | Jun 30, 26 | -76.82K | 4.79% |
| ENVESTNET ASSET MANAGEMENT INC | 302.72K | Jun 30, 26 | +71.03K | 4.21% |
| ARVEST INVESTMENTS, INC. | 242.90K | Jun 30, 26 | +242.90K | 3.38% |
| Meridian Wealth Management, LLC | 199.08K | Jun 30, 26 | +3.21K | 2.77% |
| Viaable, LLC | 120.33K | Jun 30, 26 | +120.33K | 1.67% |
| WESPAC Advisors SoCal, LLC | 75.63K | Jun 30, 26 | +6.23K | 1.05% |
| Financial Guidance Group, Inc. | 66.88K | Jun 30, 26 | -9.61K | 0.93% |
| Aptus Capital Advisors, LLC | 66.88K | Jun 30, 26 | -9.61K | 0.93% |
| Mattson Financial Services, LLC | 64.20K | Jun 30, 26 | -95.28K | 0.89% |
| ALPS ADVISORS INC | 57.65K | Jun 30, 26 | +310 | 0.80% |
| Inspire Advisors, LLC | 53.21K | Jun 30, 26 | -2.59K | 0.74% |
| Janney Montgomery Scott LLC | 50.60K | Jun 30, 26 | +1.49K | 0.70% |
| S&A Financial Services, Inc. | 46.16K | Jun 30, 26 | +7.03K | 0.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38.05K | Jun 30, 26 | +38.05K | 0.53% |
| Brown Financial Advisors | 37.67K | Jun 30, 26 | -61.90K | 0.52% |
| Blume Capital Management, Inc. | 34.89K | Jun 30, 26 | -625 | 0.49% |
| Kestra Advisory Services, LLC | 32.24K | Jun 30, 26 | +32.24K | 0.45% |
| Purpose Unlimited Inc. | 28.24K | Jun 30, 26 | +20.07K | 0.39% |
| JANE STREET GROUP, LLC | 24.61K | Jun 30, 26 | +467 | 0.34% |
| Prime Capital Investment Advisors, LLC | 24.22K | Jun 30, 26 | +4.97K | 0.34% |
| Wealthcare Advisory Partners LLC | 23.03K | Jun 30, 26 | -820 | 0.32% |
| Paladin Wealth, LLC | 22.05K | Jun 30, 26 | -30.86K | 0.31% |
| Strait & Sound Wealth Management LLC | 16.16K | Jun 30, 26 | +11.08K | 0.22% |
| Global Assets Advisory, LLC | 12.14K | Jun 30, 26 | +48 | 0.17% |
| Atria Investments, Inc | 11.95K | Jun 30, 26 | +11.95K | 0.17% |
| Belpointe Asset Management LLC | 11.71K | Jun 30, 26 | +493 | 0.16% |
| Bank of New York Mellon Corp | 9.81K | Jun 30, 26 | +9.81K | 0.14% |
| WealthPlan Investment Management, LLC | 9.17K | Jun 30, 26 | +48 | 0.13% |
| Kovack Advisors, Inc. | 8.95K | Jun 30, 26 | +8.95K | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.57K | Jun 30, 26 | +579 | 0.12% |
| Sigma Planning Corp | 7.73K | Jun 30, 26 | +94 | 0.11% |
| Spectrum Financial Alliance Ltd LLC | 7.73K | Jun 30, 26 | -- | 0.11% |
| GOLDMAN SACHS GROUP INC | 4.86K | Jun 30, 26 | +4.86K | 0.07% |
| Able Wealth Management LLC | 4.63K | Jun 30, 26 | -6.07K | 0.06% |
| CAPITAL WEALTH MANAGEMENT, LLC | 4.57K | Jun 30, 26 | +4.57K | 0.06% |
| RAYMOND JAMES FINANCIAL INC | 4.22K | Jun 30, 26 | +4.22K | 0.06% |
| CENTAURUS FINANCIAL, INC. | 2.12K | Jun 30, 26 | +21 | 0.03% |
| Global Retirement Partners, LLC | 1.68K | Jun 30, 26 | +1.68K | 0.02% |
| SRS Capital Advisors, Inc. | 1.60K | Jun 30, 26 | +1.60K | 0.02% |
| UBS Group AG | 1.26K | Jun 30, 26 | -273 | 0.02% |
| FIFTH THIRD BANCORP | 1.18K | Jun 30, 26 | -30 | 0.02% |
| MORGAN STANLEY | 679 | Jun 30, 26 | +563 | 0.01% |
| Elevated Capital Advisors, LLC | 579 | Jun 30, 26 | -535 | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 469 | Jun 30, 26 | +469 | 0.01% |
| ROGCO, LP | 444 | Jun 30, 26 | +444 | 0.01% |
| 1620 INVESTMENT ADVISORS, INC. | 387 | Jun 30, 26 | +387 | 0.01% |
| COMPASS FINANCIAL MANAGEMENT LLC | 308 | Jun 30, 26 | +308 | 0.00% |
| Farther Finance Advisors, LLC | 259 | Jun 30, 26 | +259 | 0.00% |
| NBC SECURITIES, INC. | 192 | Jun 30, 26 | -30 | 0.00% |
| CoreCap Advisors, LLC | 180 | Jun 30, 26 | +180 | 0.00% |
| FMR LLC | 71 | Jun 30, 26 | -1.12K | 0.00% |
| ROYAL BANK OF CANADA | 62 | Jun 30, 26 | +62 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | -- | Jun 30, 26 | -200 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -2.22K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -18.33K | -- |
| CWM, LLC | 30.77K | Mar 31, 26 | +19.07K | 0.43% |
| COMERICA BANK | 1.22K | Dec 31, 25 | +1.22K | 0.02% |
| Pineridge Advisors LLC | 730.10K | Sep 30, 25 | +728.82K | 10.15% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -11 | -- |