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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 |
|---|---|---|---|---|
| PRIVATE CLIENT SERVICES, LLC | 4.02K | Sep 30, 26 | +3 | 0.03% |
| LPL Financial LLC | 4.47M | Jun 30, 26 | +112.81K | 29.14% |
| ENVESTNET ASSET MANAGEMENT INC | 2.46M | Jun 30, 26 | +220.63K | 16.04% |
| Envestnet Portfolio Solutions, Inc. | 2.44M | Jun 30, 26 | +191.09K | 15.88% |
| PARK AVENUE SECURITIES LLC | 495.55K | Jun 30, 26 | -7.50K | 3.23% |
| Cerity Partners LLC | 424.68K | Jun 30, 26 | +34.99K | 2.77% |
| Private Advisor Group, LLC | 307.76K | Jun 30, 26 | +218.07K | 2.01% |
| NewEdge Advisors, LLC | 307.44K | Jun 30, 26 | +19.80K | 2.00% |
| LANDMARK WEALTH MANAGEMENT, INC. | 301.77K | Jun 30, 26 | +11.46K | 1.97% |
| Signal Advisors Wealth, LLC | 255.95K | Jun 30, 26 | +31.64K | 1.67% |
| Hibernia Wealth Partners, LLC | 220.45K | Jun 30, 26 | -194.12K | 1.44% |
| Aspire Private Capital, LLC | 206.85K | Jun 30, 26 | -11.18K | 1.35% |
| HARBOUR INVESTMENTS, INC. | 205.14K | Jun 30, 26 | +24.94K | 1.34% |
| Cetera Investment Advisers | 188.50K | Jun 30, 26 | +7.48K | 1.23% |
| AE Wealth Management LLC | 175.38K | Jun 30, 26 | +18.02K | 1.14% |
| PRINCIPAL SECURITIES, INC. | 163.58K | Jun 30, 26 | +89.55K | 1.07% |
| HighTower Advisors, LLC | 153.98K | Jun 30, 26 | +9.27K | 1.00% |
| Raleigh Capital Management Inc. | 149.44K | Jun 30, 26 | -775 | 0.97% |
| MML INVESTORS SERVICES, LLC | 147.23K | Jun 30, 26 | +50.02K | 0.96% |
| Summit Financial, LLC | 110.96K | Jun 30, 26 | +8.75K | 0.72% |
| SMART Wealth LLC | 109.37K | Jun 30, 26 | +109.37K | 0.71% |
| Sanctuary Advisors, LLC | 82.56K | Jun 30, 26 | -11.77K | 0.54% |
| CreativeOne Wealth, LLC | 79.87K | Jun 30, 26 | -66.88K | 0.52% |
| Legacy Wealth Partners, LLC | 79.15K | Jun 30, 26 | +5.40K | 0.52% |
| Midwest Financial Network, LLC | 75.34K | Jun 30, 26 | +12.14K | 0.49% |
| Global Financial Private Client, LLC | 72.81K | Jun 30, 26 | +6.28K | 0.47% |
| International Private Wealth Advisors LLC | 68.54K | Jun 30, 26 | -1.51K | 0.45% |
| RAYMOND JAMES FINANCIAL INC | 60.14K | Jun 30, 26 | +405 | 0.39% |
| AXXCESS WEALTH MANAGEMENT, LLC | 59.96K | Jun 30, 26 | -11.88K | 0.39% |
| NOVUS ADVISORS, LLC | 56.67K | Jun 30, 26 | -1.23K | 0.37% |
| GeoWealth Management, LLC | 54.40K | Jun 30, 26 | -1.26K | 0.35% |
| MORGAN STANLEY | 50.47K | Jun 30, 26 | -6.36K | 0.33% |
| GOLDMAN SACHS GROUP INC | 48.08K | Jun 30, 26 | +44.50K | 0.31% |
| LOCKERMAN FINANCIAL GROUP, INC. | 44.09K | Jun 30, 26 | +4.25K | 0.29% |
| Founders Financial Alliance, LLC | 38.33K | Jun 30, 26 | +38.33K | 0.25% |
| Worth Financial Advisory Group, LLC | 36.05K | Jun 30, 26 | +36.05K | 0.23% |
| Outlook Wealth Advisors, LLC | 35.41K | Jun 30, 26 | -1.71K | 0.23% |
| Sharkey, Howes & Javer | 34.79K | Jun 30, 26 | -38.96K | 0.23% |
| WealthPoint Financial, LLC | 32.88K | Jun 30, 26 | +3.52K | 0.21% |
| October Effect Ltd | 30.98K | Jun 30, 26 | +4.51K | 0.20% |
| Cambridge Investment Research Advisors, Inc. | 28.46K | Jun 30, 26 | -340 | 0.19% |
| Aegis Wealth Management, Inc. | 27.41K | Jun 30, 26 | +10.12K | 0.18% |
| Apella Capital, LLC | 26.04K | Jun 30, 26 | -994 | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 23.57K | Jun 30, 26 | -3.21K | 0.15% |
| Kestra Advisory Services, LLC | 21.82K | Jun 30, 26 | -63.04K | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.72K | Jun 30, 26 | -5.61K | 0.14% |
| Pensionmark Financial Group, LLC | 21.23K | Jun 30, 26 | -561 | 0.14% |
| Spectrum Planning & Advisory Services Inc. | 20.26K | Jun 30, 26 | +4.64K | 0.13% |
| Balboa Wealth Partners | 19.27K | Jun 30, 26 | -9.91K | 0.13% |
| Gladstone Institutional Advisory LLC | 18.96K | Jun 30, 26 | +97 | 0.12% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 18.00K | Jun 30, 26 | +209 | 0.12% |
| Kraft, Davis & Associates, LLC | 16.12K | Jun 30, 26 | +165 | 0.11% |
| Stratos Wealth Partners, LTD. | 15.64K | Jun 30, 26 | +782 | 0.10% |
| Nuveen, LLC | 15.09K | Jun 30, 26 | +15.09K | 0.10% |
| Vise Technologies, Inc. | 14.80K | Jun 30, 26 | +14.80K | 0.10% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14.36K | Jun 30, 26 | +8.74K | 0.09% |
| Mosley Wealth Management | 14.09K | Jun 30, 26 | -185.81K | 0.09% |
| Zullo Investment Group, Inc. | 13.81K | Jun 30, 26 | -30 | 0.09% |
| Spinnaker Investment Group, LLC | 13.66K | Jun 30, 26 | +13.66K | 0.09% |
| SILVER OAK SECURITIES, INCORPORATED | 12.19K | Jun 30, 26 | +10 | 0.08% |
| VestGen Advisors, LLC | 11.74K | Jun 30, 26 | -383 | 0.08% |
| STIFEL FINANCIAL CORP | 11.69K | Jun 30, 26 | +329 | 0.08% |
| Bison Wealth, LLC | 11.68K | Jun 30, 26 | -18 | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.56K | Jun 30, 26 | +2.93K | 0.08% |
| Triumph Capital Management | 11.45K | Jun 30, 26 | -369 | 0.07% |
| Argent Trust Co | 11.40K | Jun 30, 26 | -406 | 0.07% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11.14K | Jun 30, 26 | +1.00K | 0.07% |
| PKS Advisory Services, LLC | 10.94K | Jun 30, 26 | +10.94K | 0.07% |
| ROYAL BANK OF CANADA | 10.90K | Jun 30, 26 | -- | 0.07% |
| FSA Advisors, Inc. | 10.61K | Jun 30, 26 | +2.17K | 0.07% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 10.19K | Jun 30, 26 | +3.35K | 0.07% |
| Richard W. Paul & Associates, LLC | 10.08K | Jun 30, 26 | -370 | 0.07% |
| Kelly Financial Services LLC | 9.81K | Jun 30, 26 | -315 | 0.06% |
| Independent Advisor Alliance | 9.67K | Jun 30, 26 | +335 | 0.06% |
| Capital Asset Advisory Services LLC | 9.60K | Jun 30, 26 | -916 | 0.06% |
| EVOLUTION WEALTH MANAGEMENT INC. | 9.54K | Jun 30, 26 | -580 | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.55K | Jun 30, 26 | -225 | 0.06% |
| Equitable Holdings, Inc. | 8.33K | Jun 30, 26 | +4.11K | 0.05% |
| Family Wealth Group, LLC | 8.08K | Jun 30, 26 | -799 | 0.05% |
| Smartleaf Asset Management LLC | 8.03K | Jun 30, 26 | -- | 0.05% |
| Atria Investments, Inc | 7.97K | Jun 30, 26 | -311 | 0.05% |
| First Heartland Consultants, Inc. | 7.54K | Jun 30, 26 | -194 | 0.05% |
| Ethic Inc. | 7.50K | Jun 30, 26 | +2.22K | 0.05% |
| Dakota Wealth Management | 7.30K | Jun 30, 26 | -6.82K | 0.05% |
| M1 Capital Management LLC | 7.23K | Jun 30, 26 | +1.15K | 0.05% |
| Creative Planning | 6.84K | Jun 30, 26 | +3 | 0.04% |
| Concurrent Investment Advisors, LLC | 6.79K | Jun 30, 26 | +6.79K | 0.04% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 6.60K | Jun 30, 26 | +1 | 0.04% |
| J2 Capital Management Inc | 6.55K | Jun 30, 26 | -- | 0.04% |
| JANE STREET GROUP, LLC | 6.48K | Jun 30, 26 | +6.48K | 0.04% |
| GATEWAY INVESTMENT ADVISERS LLC | 6.25K | Jun 30, 26 | +6.25K | 0.04% |
| Atomi Financial Group, Inc. | 6.08K | Jun 30, 26 | -517 | 0.04% |
| TRUIST FINANCIAL CORP | 5.79K | Jun 30, 26 | -3.21K | 0.04% |
| NWAM LLC | 5.50K | Jun 30, 26 | +95 | 0.04% |
| Castleview Partners, LLC | 5.28K | Jun 30, 26 | -157 | 0.03% |
| Maia Wealth LLC | 5.16K | Jun 30, 26 | +68 | 0.03% |
| IAMS WEALTH MANAGEMENT, LLC | 5.10K | Jun 30, 26 | -19.60K | 0.03% |
| VisionPoint Advisory Group, LLC | 4.71K | Jun 30, 26 | -497 | 0.03% |
| BANK OF AMERICA CORP /DE/ | 4.38K | Jun 30, 26 | -- | 0.03% |
| Western Wealth Management, LLC | 4.00K | Jun 30, 26 | -2.65K | 0.03% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 3.86K | Jun 30, 26 | +3.86K | 0.03% |
| Pinnacle Family Advisors, LLC | 3.82K | Jun 30, 26 | +53 | 0.02% |
| Virtue Capital Management, LLC | 3.70K | Jun 30, 26 | -112 | 0.02% |
| Merit Financial Group, LLC | 3.66K | Jun 30, 26 | -16 | 0.02% |
| Integrated Wealth Concepts LLC | 3.65K | Jun 30, 26 | -- | 0.02% |
| GAMMA Investing LLC | 3.59K | Jun 30, 26 | -- | 0.02% |
| Patriot Financial Group Insurance Agency, LLC | 3.57K | Jun 30, 26 | -3.63K | 0.02% |
| Betterment LLC | 3.50K | Jun 30, 26 | +3.50K | 0.02% |
| Plotkin Financial Advisors, LLC | 3.30K | Jun 30, 26 | +3.30K | 0.02% |
| BlueChip Wealth Advisors LLC | 3.16K | Jun 30, 26 | +3.16K | 0.02% |
| MARIPAU WEALTH MANAGEMENT LLC | 3.15K | Jun 30, 26 | +3.15K | 0.02% |
| Everest Financial Group LLC | 3.10K | Jun 30, 26 | +3.10K | 0.02% |
| MeadowBrook Investment Advisors LLC | 2.51K | Jun 30, 26 | -- | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 2.24K | Jun 30, 26 | +2.24K | 0.01% |
| BROWN, LISLE/CUMMINGS, INC. | 2.24K | Jun 30, 26 | +703 | 0.01% |
| IFP Advisors, Inc | 2.02K | Jun 30, 26 | +2.02K | 0.01% |
| Farther Finance Advisors, LLC | 2.00K | Jun 30, 26 | +83 | 0.01% |
| PRIVATE TRUST CO NA | 1.94K | Jun 30, 26 | +20 | 0.01% |
| Key Capital Management, INC | 1.75K | Jun 30, 26 | +270 | 0.01% |
| RICHARDSON FINANCIAL SERVICES INC. | 1.71K | Jun 30, 26 | -- | 0.01% |
| UBS Group AG | 1.56K | Jun 30, 26 | +1.56K | 0.01% |
| Covestor Ltd | 1.37K | Jun 30, 26 | -242 | 0.01% |
| TD Capital Management LLC | 1.36K | Jun 30, 26 | -- | 0.01% |
| Quest 10 Wealth Builders, Inc. | 1.31K | Jun 30, 26 | +360 | 0.01% |
| Stone House Investment Management, LLC | 1.00K | Jun 30, 26 | +5 | 0.01% |
| CoreCap Advisors, LLC | 775 | Jun 30, 26 | +149 | 0.01% |
| Buck Wealth Strategies, LLC | 736 | Jun 30, 26 | +736 | 0.00% |
| Global Retirement Partners, LLC | 625 | Jun 30, 26 | +625 | 0.00% |
| Frazier Financial Advisors, LLC | 561 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 516 | Jun 30, 26 | +516 | 0.00% |
| REAP Financial Group, LLC | 468 | Jun 30, 26 | -- | 0.00% |
| Lloyd Advisory Services, LLC. | 320 | Jun 30, 26 | +49 | 0.00% |
| Kingdom Financial Group LLC. | 275 | Jun 30, 26 | +4 | 0.00% |
| SRS Capital Advisors, Inc. | 258 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 199 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 189 | Jun 30, 26 | -305 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 98 | Jun 30, 26 | -61 | 0.00% |
| Networth Advisors, LLC | 81 | Jun 30, 26 | +4 | 0.00% |
| VANGUARD ADVISERS INC | 35 | Jun 30, 26 | -87 | 0.00% |
| Rossby Financial, LCC | 28 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 5 | Jun 30, 26 | -216 | 0.00% |
| FMR LLC | 2 | Jun 30, 26 | +1 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -1.46K | 0.00% |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -397 | -- |
| Signature Equity Partners, LLC | -- | Jun 30, 26 | -2.92K | -- |
| CHELSEA COUNSEL CO | -- | Jun 30, 26 | -164 | -- |
| Mariner, LLC | -- | Jun 30, 26 | -277.05K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -100 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -517 | -- |
| Ruggiero Investments, Inc. | -- | Jun 30, 26 | -5.06K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -232 | -- |
| J.W. COLE ADVISORS, INC. | -- | Jun 30, 26 | -9.17K | -- |
| True Vision MN LLC | 8.42K | Mar 31, 26 | +662 | 0.05% |
| CWM, LLC | 251 | Mar 31, 26 | +251 | 0.00% |
| Austin Private Wealth, LLC | 342.39K | Dec 31, 25 | +9.75K | 2.23% |
| Motiv8 Investments LLC | 77 | Dec 31, 25 | +77 | 0.00% |
| Lokken Investment Group LLC | 16.85K | Sep 30, 25 | -761 | 0.11% |
| SYNOVUS FINANCIAL CORP | -- | Sep 30, 25 | -6.68K | -- |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -15 | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -23.91K | -- |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -21.98K | -- |
| TAP Consulting, LLC | 104.13K | Dec 31, 24 | +3.12K | 0.68% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -380 | -- |
| Cetera Advisors LLC | 49.00K | Mar 31, 24 | -11.21K | 0.32% |
| Cetera Advisor Networks LLC | 11.74K | Mar 31, 24 | +1.40K | 0.08% |
| Truadvice, LLC | 33.36K | Sep 30, 23 | -20.30K | 0.22% |
| First Capital Advisors Group, LLC. | 443 | Jun 30, 23 | +443 | 0.00% |
| Strategic Asset Management, LLC | 15.46K | Sep 30, 22 | -2.09K | 0.10% |
| KARLINSKI ANDREW C | 148 | Sep 30, 22 | -- | 0.00% |
| American Portfolios Advisors | 112 | Sep 30, 22 | +112 | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -- | -- |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5.38K | Jun 30, 21 | -100 | 0.04% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | -- | Mar 31, 20 | -2.15K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.40K | Dec 31, 19 | -2.17K | 0.02% |