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| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Centurion Wealth Management LLC | -- | Sep 30, 26 | -27.20K | -- |
| Avidian Wealth Solutions, LLC | -- | Sep 30, 26 | -22.36K | -- |
| Chesley Taft & Associates LLC | -- | Sep 30, 26 | -4.83K | -- |
| Northland Capital Management LLC | -- | Sep 30, 26 | -590.57K | -- |
| Prime Capital Investment Advisors, LLC | 4.14M | Jun 30, 26 | +2.15M | 17.40% |
| ENVESTNET ASSET MANAGEMENT INC | 2.57M | Jun 30, 26 | -432.06K | 10.82% |
| FIFTH THIRD BANCORP | 2.25M | Jun 30, 26 | +2.15M | 9.46% |
| Resources Investment Advisors, LLC. | 1.71M | Jun 30, 26 | +172.01K | 7.21% |
| JPMORGAN CHASE & CO | 1.24M | Jun 30, 26 | -418.95K | 5.23% |
| Northland Capital Management LLC | 590.57K | Jun 30, 26 | +24.39K | 2.48% |
| Virtue Capital Management, LLC | 470.88K | Jun 30, 26 | -131.92K | 1.98% |
| SRS Capital Advisors, Inc. | 435.82K | Jun 30, 26 | +28.37K | 1.83% |
| Cerity Partners LLC | 360.74K | Jun 30, 26 | -164.52K | 1.52% |
| Horst & Graben Wealth Management LLC | 318.30K | Jun 30, 26 | -123.64K | 1.34% |
| One Wealth Advisors, LLC | 223.60K | Jun 30, 26 | -139.18K | 0.94% |
| Mattson Financial Services, LLC | 219.98K | Jun 30, 26 | +127.14K | 0.93% |
| Cetera Investment Advisers | 213.50K | Jun 30, 26 | +54.16K | 0.90% |
| Vestmark Advisory Solutions, Inc. | 210.97K | Jun 30, 26 | -182.99K | 0.89% |
| AE Wealth Management LLC | 196.47K | Jun 30, 26 | -54.83K | 0.83% |
| FFG RETIREMENT ADVISORS LLC | 156.24K | Jun 30, 26 | +2 | 0.66% |
| DUTCH ASSET Corp | 153.39K | Jun 30, 26 | -29.07K | 0.65% |
| TSA Wealth Managment LLC | 144.71K | Jun 30, 26 | +27.11K | 0.61% |
| Brown Financial Advisors | 134.49K | Jun 30, 26 | +77.43K | 0.57% |
| Mayflower Financial Advisors, LLC | 129.71K | Jun 30, 26 | -28.68K | 0.55% |
| JT Stratford LLC | 127.84K | Jun 30, 26 | +17.95K | 0.54% |
| Empowered Funds, LLC | 115.46K | Jun 30, 26 | +21.06K | 0.49% |
| Daviman Financial, LLC | 95.13K | Jun 30, 26 | -63.49K | 0.40% |
| MML INVESTORS SERVICES, LLC | 93.35K | Jun 30, 26 | +16.77K | 0.39% |
| Ashton Thomas Private Wealth, LLC | 92.70K | Jun 30, 26 | -32.00K | 0.39% |
| Wealth Alliance | 92.03K | Jun 30, 26 | +48.00K | 0.39% |
| PFG Advisors | 83.52K | Jun 30, 26 | -37.41K | 0.35% |
| Paladin Wealth, LLC | 77.74K | Jun 30, 26 | +47.23K | 0.33% |
| Chatterton & Associates Inc. | 68.23K | Jun 30, 26 | -23.68K | 0.29% |
| Mutual Advisors, LLC | 66.01K | Jun 30, 26 | +1.07K | 0.28% |
| Tradition Wealth Management, LLC | 63.48K | Jun 30, 26 | -27.60K | 0.27% |
| EHRLICH FINANCIAL GROUP | 61.33K | Jun 30, 26 | +2.41K | 0.26% |
| LIFELONG WEALTH ADVISORS, INC. | 58.35K | Jun 30, 26 | -12.27K | 0.25% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 58.03K | Jun 30, 26 | +15.15K | 0.24% |
| THEORY FINANCIAL LLC | 55.63K | Jun 30, 26 | -33.39K | 0.23% |
| Range Financial Group LLC | 54.96K | Jun 30, 26 | +2.50K | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53.05K | Jun 30, 26 | +53.05K | 0.22% |
| Maia Wealth LLC | 49.80K | Jun 30, 26 | -5.76K | 0.21% |
| Cypress Wealth Services, LLC | 49.23K | Jun 30, 26 | +5.78K | 0.21% |
| M1 Capital Management LLC | 47.83K | Jun 30, 26 | -10.85K | 0.20% |
| Redwood Investment Management, LLC | 47.31K | Jun 30, 26 | -26.70K | 0.20% |
| Tower Research Capital LLC (TRC) | 45.62K | Jun 30, 26 | +40.10K | 0.19% |
| BANK OF AMERICA CORP /DE/ | 43.72K | Jun 30, 26 | -771.41K | 0.18% |
| MERCER GLOBAL ADVISORS INC /ADV | 41.36K | Jun 30, 26 | +41.36K | 0.17% |
| EP Wealth Advisors, LLC | 40.17K | Jun 30, 26 | -2.67K | 0.17% |
| VERUS CAPITAL PARTNERS, LLC | 38.70K | Jun 30, 26 | -349 | 0.16% |
| WealthPoint Financial, LLC | 38.26K | Jun 30, 26 | -16.86K | 0.16% |
| WealthPLAN Partners, LLC | 36.54K | Jun 30, 26 | -21.91K | 0.15% |
| Gen-Wealth Partners Inc | 34.29K | Jun 30, 26 | -6.63K | 0.14% |
| Nemes Rush Group LLC | 33.81K | Jun 30, 26 | +3.53K | 0.14% |
| Buckingham Strategic Partners | 33.24K | Jun 30, 26 | +9 | 0.14% |
| Hopwood Nicholas Hunter | 33.03K | Jun 30, 26 | -15.85K | 0.14% |
| Tempus Wealth Planning, LLC | 33.00K | Jun 30, 26 | -730 | 0.14% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 32.27K | Jun 30, 26 | +1.68K | 0.14% |
| HARBOUR INVESTMENTS, INC. | 31.55K | Jun 30, 26 | -5.64K | 0.13% |
| CFS Investment Advisory Services, LLC | 30.37K | Jun 30, 26 | -43.92K | 0.13% |
| LPL Financial LLC | 28.85K | Jun 30, 26 | -22.42K | 0.12% |
| Smartleaf Asset Management LLC | 28.23K | Jun 30, 26 | -- | 0.12% |
| CURTIS WEALTH MANAGEMENT LLC | 27.40K | Jun 30, 26 | -16.36K | 0.12% |
| Hobbs Wealth Management, LLC | 25.87K | Jun 30, 26 | -9.44K | 0.11% |
| Strategic Blueprint, LLC | 25.44K | Jun 30, 26 | +532 | 0.11% |
| Kestra Advisory Services, LLC | 24.68K | Jun 30, 26 | -904 | 0.10% |
| NewEdge Advisors, LLC | 24.62K | Jun 30, 26 | -16.32K | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 24.47K | Jun 30, 26 | +17.09K | 0.10% |
| Marks Group Wealth Management, Inc | 24.18K | Jun 30, 26 | -12.79K | 0.10% |
| WealthTrak Capital Management LLC | 24.07K | Jun 30, 26 | -8.95K | 0.10% |
| B.O.S.S. Retirement Advisors, LLC | 23.02K | Jun 30, 26 | +2.42K | 0.10% |
| Clear Creek Financial Management, LLC | 22.24K | Jun 30, 26 | -1.44K | 0.09% |
| GatePass Capital, LLC | 22.04K | Jun 30, 26 | +2.28K | 0.09% |
| RDA Financial Network | 21.48K | Jun 30, 26 | -10.54K | 0.09% |
| Beacon Capital Management, LLC | 21.31K | Jun 30, 26 | +21.31K | 0.09% |
| Beacon Financial Advisory LLC | 21.26K | Jun 30, 26 | -4.99K | 0.09% |
| Sigma Planning Corp | 20.69K | Jun 30, 26 | +20.69K | 0.09% |
| MGO ONE SEVEN LLC | 20.64K | Jun 30, 26 | -4.55K | 0.09% |
| KICKSTAND VENTURES, LLC. | 20.63K | Jun 30, 26 | -20.54K | 0.09% |
| Merkkuri Wealth Advisors LLC | 20.59K | Jun 30, 26 | -11.90K | 0.09% |
| S&A Financial Services, Inc. | 20.25K | Jun 30, 26 | +3.29K | 0.09% |
| MSH Capital Advisors LLC | 19.64K | Jun 30, 26 | -661 | 0.08% |
| SUTTON PLACE INVESTORS LLC | 17.50K | Jun 30, 26 | -9.32K | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 17.30K | Jun 30, 26 | -3.54K | 0.07% |
| Latitude Advisors, LLC | 16.38K | Jun 30, 26 | +319 | 0.07% |
| Spectrum Planning & Advisory Services Inc. | 13.49K | Jun 30, 26 | -180 | 0.06% |
| Global Retirement Partners, LLC | 13.44K | Jun 30, 26 | +13.44K | 0.06% |
| M Holdings Securities, Inc. | 13.38K | Jun 30, 26 | +108 | 0.06% |
| Brookwood Investment Group LLC | 13.34K | Jun 30, 26 | -9.44K | 0.06% |
| ROYAL BANK OF CANADA | 13.01K | Jun 30, 26 | -1.01K | 0.05% |
| TRUIST FINANCIAL CORP | 12.74K | Jun 30, 26 | +12.74K | 0.05% |
| Parallel Advisors, LLC | 12.39K | Jun 30, 26 | +12.39K | 0.05% |
| TRANSCEND CAPITAL ADVISORS, LLC | 12.22K | Jun 30, 26 | +510 | 0.05% |
| Atomi Financial Group, Inc. | 12.01K | Jun 30, 26 | -1.78K | 0.05% |
| Janney Montgomery Scott LLC | 11.91K | Jun 30, 26 | -186.76K | 0.05% |
| Advisory Services Network, LLC | 10.97K | Jun 30, 26 | -3.86K | 0.05% |
| LexAurum Advisors, LLC | 10.70K | Jun 30, 26 | -95 | 0.05% |
| Legacy Capital Group California, Inc. | 10.25K | Jun 30, 26 | +4.00K | 0.04% |
| Sharkey, Howes & Javer | 10.13K | Jun 30, 26 | -4.44K | 0.04% |
| Ausdal Financial Partners, Inc. | 10.04K | Jun 30, 26 | -1.64K | 0.04% |
| Sowell Financial Services LLC | 9.49K | Jun 30, 26 | -1.45K | 0.04% |
| Brookstone Capital Management | 9.12K | Jun 30, 26 | -2.54K | 0.04% |
| Tanager Wealth Management LLP | 9.01K | Jun 30, 26 | -4.11K | 0.04% |
| Family Wealth Group, LLC | 8.96K | Jun 30, 26 | +2.16K | 0.04% |
| MARIPAU WEALTH MANAGEMENT LLC | 8.75K | Jun 30, 26 | -4.38K | 0.04% |
| Parkway Wealth Management Group, LLC | 8.31K | Jun 30, 26 | -2.33K | 0.03% |
| Pinnacle Family Advisors, LLC | 8.25K | Jun 30, 26 | -4.16K | 0.03% |
| Resurgent Financial Advisors LLC | 8.12K | Jun 30, 26 | -5.18K | 0.03% |
| Payne Capital LLC | 8.11K | Jun 30, 26 | -- | 0.03% |
| Pacific Excel Wealth Advisors, Inc. | 8.02K | Jun 30, 26 | +8.02K | 0.03% |
| Heritage Family Offices, LLP | 8.02K | Jun 30, 26 | +1.52K | 0.03% |
| Fulcrum Equity Management | 7.55K | Jun 30, 26 | -4.06K | 0.03% |
| Empirical Asset Management, LLC | 7.42K | Jun 30, 26 | -4.26K | 0.03% |
| THRIVENT FINANCIAL FOR LUTHERANS | 7.41K | Jun 30, 26 | +7.41K | 0.03% |
| IHT Wealth Management, LLC | 7.40K | Jun 30, 26 | -6.09K | 0.03% |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 7.16K | Jun 30, 26 | -1.96K | 0.03% |
| Sovran Advisors, LLC | 7.15K | Jun 30, 26 | -1.98K | 0.03% |
| Main Street Financial Solutions, LLC | 7.04K | Jun 30, 26 | +7.04K | 0.03% |
| NWAM LLC | 6.93K | Jun 30, 26 | -8.73K | 0.03% |
| Advisor OS, LLC | 6.53K | Jun 30, 26 | -- | 0.03% |
| Global Assets Advisory, LLC | 6.38K | Jun 30, 26 | -44 | 0.03% |
| Argyle Capital Partners, LLC | 6.34K | Jun 30, 26 | -202 | 0.03% |
| NOVUS ADVISORS, LLC | 6.10K | Jun 30, 26 | +272 | 0.03% |
| Integrated Wealth Concepts LLC | 6.05K | Jun 30, 26 | -431 | 0.03% |
| Strait & Sound Wealth Management LLC | 6.05K | Jun 30, 26 | +645 | 0.03% |
| Western Financial Corp/CA | 5.99K | Jun 30, 26 | -1.77K | 0.03% |
| UBS Group AG | 5.84K | Jun 30, 26 | +5.84K | 0.02% |
| Beacon Pointe Advisors, LLC | 5.48K | Jun 30, 26 | +5.48K | 0.02% |
| Sanctuary Advisors, LLC | 5.26K | Jun 30, 26 | -164 | 0.02% |
| Mariner, LLC | 5.23K | Jun 30, 26 | -2.45K | 0.02% |
| CENTAURUS FINANCIAL, INC. | 5.02K | Jun 30, 26 | +5.02K | 0.02% |
| BEACON FINANCIAL GROUP | 4.95K | Jun 30, 26 | -1.32K | 0.02% |
| Vertex Planning Partners, LLC | 4.95K | Jun 30, 26 | -33.03K | 0.02% |
| WEALTHGARDEN F.S. LLC | 4.92K | Jun 30, 26 | -2.76K | 0.02% |
| Inspire Advisors, LLC | 4.73K | Jun 30, 26 | +4.73K | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.47K | Jun 30, 26 | -357 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.99K | Jun 30, 26 | +2.60K | 0.02% |
| Lloyd Advisory Services, LLC. | 2.15K | Jun 30, 26 | +101 | 0.01% |
| Kingdom Financial Group LLC. | 1.95K | Jun 30, 26 | -93 | 0.01% |
| Key Capital Management, INC | 1.88K | Jun 30, 26 | +1.11K | 0.01% |
| Aptus Capital Advisors, LLC | 1.53K | Jun 30, 26 | -- | 0.01% |
| Spire Wealth Management | 1.26K | Jun 30, 26 | -767 | 0.01% |
| EverSource Wealth Advisors, LLC | 1.08K | Jun 30, 26 | -10 | 0.00% |
| BlackRock, Inc. | 1.07K | Jun 30, 26 | -1.99K | 0.00% |
| MORGAN STANLEY | 727 | Jun 30, 26 | -- | 0.00% |
| Golden State Equity Partners | 657 | Jun 30, 26 | +278 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 591 | Jun 30, 26 | +13 | 0.00% |
| Montgomery Financial Services LLC | 370 | Jun 30, 26 | +370 | 0.00% |
| Strategic Wealth Partners, Ltd. | 306 | Jun 30, 26 | -3 | 0.00% |
| Signature Equity Partners, LLC | 297 | Jun 30, 26 | +118 | 0.00% |
| Purpose Unlimited Inc. | 242 | Jun 30, 26 | -3.85K | 0.00% |
| FMR LLC | 230 | Jun 30, 26 | +91 | 0.00% |
| LGT Financial Advisors LLC | 218 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 148 | Jun 30, 26 | +96 | 0.00% |
| Tanglewood Legacy Advisors, LLC | 142 | Jun 30, 26 | -- | 0.00% |
| Godfrey Financial Associates, Inc. | 141 | Jun 30, 26 | -- | 0.00% |
| NBT BANK N A /NY | 114 | Jun 30, 26 | -22 | 0.00% |
| Keating Financial Advisory Services, Inc. | 81 | Jun 30, 26 | +34 | 0.00% |
| Rossby Financial, LCC | 46 | Jun 30, 26 | -132 | 0.00% |
| IFG Advisory, LLC | 31 | Jun 30, 26 | +31 | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | -- | Jun 30, 26 | -9.12K | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -107.08K | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -17.37K | -- |
| Winch Advisory Services, LLC | -- | Jun 30, 26 | -251 | -- |
| Investor's Fiduciary Advisor Network, LLC | -- | Jun 30, 26 | -21.35K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -32.17K | -- |
| MN Wealth Advisors, LLC | -- | Jun 30, 26 | -5.66K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -102.86K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -67.18K | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -980 | -- |
| JDM Financial Group LLC | -- | Jun 30, 26 | -35.60K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -2.27K | -- |
| Geneos Wealth Management Inc. | -- | Jun 30, 26 | -3.31K | -- |
| United Advisor Group, LLC | -- | Jun 30, 26 | -13.70K | -- |
| PARK AVENUE SECURITIES LLC | -- | Jun 30, 26 | -186.04K | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -48 | -- |
| PSI Advisors, LLC | -- | Jun 30, 26 | -4.99K | -- |
| U.S. Capital Wealth Advisors, LLC | 114.78K | Mar 31, 26 | -6.47K | 0.48% |
| BUSH INVESTMENT GROUP, LLC | 45.48K | Mar 31, 26 | +2.49K | 0.19% |
| Catalina Capital Group, LLC | 20.26K | Mar 31, 26 | +2.07K | 0.09% |
| CWM, LLC | 13.01K | Mar 31, 26 | -22.87K | 0.05% |
| Austin Private Wealth, LLC | 499.77K | Dec 31, 25 | -38.69K | 2.10% |
| COMERICA BANK | 106.33K | Dec 31, 25 | +531 | 0.45% |
| Clearview Wealth Advisors LLC | 44.31K | Dec 31, 25 | +993 | 0.19% |
| Northwest Capital Management Inc | 12.19K | Dec 31, 25 | -14.96K | 0.05% |
| CIBC Private Wealth Group, LLC | 731 | Dec 31, 25 | +731 | 0.00% |
| FULLCIRCLE WEALTH LLC | 23.11K | Sep 30, 25 | -687 | 0.10% |
| Pineridge Advisors LLC | 5.55K | Sep 30, 25 | +60 | 0.02% |
| SYNOVUS FINANCIAL CORP | 4.37K | Sep 30, 25 | +4.37K | 0.02% |
| My Legacy Advisors, LLC | 60.74K | Jun 30, 25 | +33.32K | 0.26% |
| Elios Financial Group Inc. | 27.36K | Jun 30, 25 | +27.36K | 0.12% |
| Semmax Financial Advisors Inc. | 19.33K | Jun 30, 25 | +10.57K | 0.08% |
| Astor Investment Management LLC | 72 | Jun 30, 25 | +72 | 0.00% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 47 | Jun 30, 25 | +47 | 0.00% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -145 | -- |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -377 | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data