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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 | 142.51K | Jun 30, 26 | +9.36K | 5.70% |
| LPL Financial LLC | 135.14K | Jun 30, 26 | +43.19K | 5.41% |
| Parkway Wealth Management Group, LLC | 127.44K | Jun 30, 26 | +127.44K | 5.10% |
| BANK OF AMERICA CORP /DE/ | 111.84K | Jun 30, 26 | +30.92K | 4.47% |
| MinichMacGregor Wealth Management, LLC | 78.00K | Jun 30, 26 | +15.33K | 3.12% |
| Destiny Wealth Partners, LLC | 69.45K | Jun 30, 26 | +69.45K | 2.78% |
| GOLDMAN SACHS GROUP INC | 65.39K | Jun 30, 26 | +40.38K | 2.62% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51.61K | Jun 30, 26 | +34.81K | 2.06% |
| RAYMOND JAMES FINANCIAL INC | 46.57K | Jun 30, 26 | +6.99K | 1.86% |
| Cambridge Investment Research Advisors, Inc. | 39.67K | Jun 30, 26 | +3.46K | 1.59% |
| Steward Partners Investment Advisory, LLC | 34.05K | Jun 30, 26 | -127 | 1.36% |
| ROYAL BANK OF CANADA | 32.50K | Jun 30, 26 | +30.12K | 1.30% |
| Cetera Investment Advisers | 30.01K | Jun 30, 26 | +526 | 1.20% |
| HSBC HOLDINGS PLC | 25.00K | Jun 30, 26 | -- | 1.00% |
| UBS Group AG | 24.83K | Jun 30, 26 | -7.05K | 0.99% |
| CITADEL ADVISORS LLC | 23.06K | Jun 30, 26 | +9.46K | 0.92% |
| Brookstone Capital Management | 21.77K | Jun 30, 26 | +21.77K | 0.87% |
| STIFEL FINANCIAL CORP | 21.26K | Jun 30, 26 | +463 | 0.85% |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.03K | Jun 30, 26 | +2.09K | 0.84% |
| HRT FINANCIAL LP | 19.80K | Jun 30, 26 | +19.80K | 0.79% |
| TWO SIGMA INVESTMENTS, LP | 19.40K | Jun 30, 26 | +19.40K | 0.78% |
| Tower Research Capital LLC (TRC) | 18.86K | Jun 30, 26 | +18.86K | 0.75% |
| Teucrium Investment Advisors, LLC | 16.99K | Jun 30, 26 | +16.99K | 0.68% |
| Equitable Holdings, Inc. | 16.59K | Jun 30, 26 | +13.33K | 0.66% |
| SFI Advisors, LLC | 16.12K | Jun 30, 26 | -641 | 0.64% |
| D. E. Shaw & Co., Inc. | 14.15K | Jun 30, 26 | +14.15K | 0.57% |
| FOUNDERS FINANCIAL SECURITIES LLC | 13.54K | Jun 30, 26 | +13.54K | 0.54% |
| Great Diamond Partners, LLC | 13.42K | Jun 30, 26 | -650 | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 12.29K | Jun 30, 26 | -208 | 0.49% |
| WELLS FARGO & COMPANY/MN | 11.62K | Jun 30, 26 | +11.62K | 0.46% |
| NewEdge Advisors, LLC | 10.16K | Jun 30, 26 | +8.19K | 0.41% |
| Larry Mathis Financial Planning, LLC | 9.79K | Jun 30, 26 | +8.64K | 0.39% |
| Farmers & Merchants Trust Co of Chambersburg PA | 9.46K | Jun 30, 26 | +120 | 0.38% |
| TRUIST FINANCIAL CORP | 8.67K | Jun 30, 26 | -1.85K | 0.35% |
| Financial Management Professionals, Inc. | 7.98K | Jun 30, 26 | -1.98K | 0.32% |
| Fortis Group Advisors, LLC | 6.99K | Jun 30, 26 | -21.63K | 0.28% |
| CITIGROUP INC | 6.25K | Jun 30, 26 | +836 | 0.25% |
| Kestra Advisory Services, LLC | 6.18K | Jun 30, 26 | +4.92K | 0.25% |
| Kaizen Financial Strategies | 6.04K | Jun 30, 26 | -588 | 0.24% |
| Ciovacco Capital Management LLC | 5.86K | Jun 30, 26 | +5.86K | 0.23% |
| Quartz Partners, LLC | 5.76K | Jun 30, 26 | +522 | 0.23% |
| Gotham Asset Management, LLC | 5.67K | Jun 30, 26 | -- | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 5.65K | Jun 30, 26 | +1.83K | 0.23% |
| Comprehensive Financial Planning, Inc./PA | 5.40K | Jun 30, 26 | -717 | 0.22% |
| Blue Capital, Inc. | 5.37K | Jun 30, 26 | -4.63K | 0.21% |
| SIMPLEX TRADING, LLC | 5.28K | Jun 30, 26 | +5.28K | 0.21% |
| TWO SIGMA SECURITIES, LLC | 5.13K | Jun 30, 26 | +5.13K | 0.21% |
| Regal Investment Advisors LLC | 5.09K | Jun 30, 26 | -203 | 0.20% |
| COMPASS FINANCIAL MANAGEMENT LLC | 4.93K | Jun 30, 26 | +4.93K | 0.20% |
| DAVENPORT & Co LLC | 4.74K | Jun 30, 26 | +4.74K | 0.19% |
| GeoWealth Management, LLC | 4.68K | Jun 30, 26 | +4.20K | 0.19% |
| JONES FINANCIAL COMPANIES LLLP | 4.18K | Jun 30, 26 | +3.04K | 0.17% |
| Worthington Financial Partners, LLC | 3.83K | Jun 30, 26 | +16 | 0.15% |
| ROMAN BUTLER FULLERTON & CO | 3.65K | Jun 30, 26 | +1.42K | 0.15% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3.62K | Jun 30, 26 | +209 | 0.14% |
| MML INVESTORS SERVICES, LLC | 3.60K | Jun 30, 26 | +373 | 0.14% |
| JANE STREET GROUP, LLC | 3.60K | Jun 30, 26 | -10.58K | 0.14% |
| RPS ADVISORY SOLUTIONS LLC | 3.45K | Jun 30, 26 | -2.19K | 0.14% |
| PGIM Custom Harvest LLC | 3.10K | Jun 30, 26 | -22 | 0.12% |
| PACIFIC SUN FINANCIAL CORP | 2.79K | Jun 30, 26 | -- | 0.11% |
| Wakefield Asset Management LLLP | 2.49K | Jun 30, 26 | +946 | 0.10% |
| GTS SECURITIES LLC | 1.97K | Jun 30, 26 | +1.97K | 0.08% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.96K | Jun 30, 26 | +97 | 0.08% |
| US BANCORP \DE\ | 1.93K | Jun 30, 26 | +1.93K | 0.08% |
| JPMORGAN CHASE & CO | 1.88K | Jun 30, 26 | +143 | 0.08% |
| Marshall & Sterling Wealth Advisors Inc. | 1.79K | Jun 30, 26 | +1.79K | 0.07% |
| PFG Advisors | 1.77K | Jun 30, 26 | +1.77K | 0.07% |
| HighTower Advisors, LLC | 1.72K | Jun 30, 26 | +171 | 0.07% |
| RFP Financial Group LLC | 1.54K | Jun 30, 26 | +359 | 0.06% |
| IMC-Chicago, LLC | 1.39K | Jun 30, 26 | +1.39K | 0.06% |
| Fulcrum Equity Management | 1.32K | Jun 30, 26 | -31 | 0.05% |
| Higgins & Schmidt Wealth Strategies LLC | 1.30K | Jun 30, 26 | -- | 0.05% |
| KINGSWOOD WEALTH ADVISORS, LLC | 1.30K | Jun 30, 26 | +1.30K | 0.05% |
| FIDUCIARY FINANCIAL GROUP, LLC | 1.27K | Jun 30, 26 | -- | 0.05% |
| KANE INVESTMENT MANAGEMENT, INC. | 1.26K | Jun 30, 26 | +1.26K | 0.05% |
| Parkwoods Wealth Partners, LLC | 1.22K | Jun 30, 26 | -- | 0.05% |
| Indivisible Partners | 1.20K | Jun 30, 26 | +1.20K | 0.05% |
| ExodusPoint Capital Management, LP | 1.15K | Jun 30, 26 | +1.15K | 0.05% |
| Stratos Wealth Advisors, LLC | 1.14K | Jun 30, 26 | +1.14K | 0.05% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.08K | Jun 30, 26 | -387 | 0.04% |
| Rockefeller Capital Management L.P. | 1.08K | Jun 30, 26 | -- | 0.04% |
| CI Private Wealth, LLC | 1.05K | Jun 30, 26 | +1.05K | 0.04% |
| Ameritas Advisory Services, LLC | 957 | Jun 30, 26 | +957 | 0.04% |
| RHODES INVESTMENT ADVISORS INC /ADV | 945 | Jun 30, 26 | +945 | 0.04% |
| Private Advisor Group, LLC | 938 | Jun 30, 26 | +938 | 0.04% |
| Snowden Capital Advisors LLC | 900 | Jun 30, 26 | +900 | 0.04% |
| Investment Partners Asset Management, Inc. | 895 | Jun 30, 26 | +895 | 0.04% |
| Prestige Wealth Management Group LLC | 822 | Jun 30, 26 | -- | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 808 | Jun 30, 26 | -425 | 0.03% |
| CITY HOLDING CO | 700 | Jun 30, 26 | -- | 0.03% |
| HARBOUR INVESTMENTS, INC. | 624 | Jun 30, 26 | -348 | 0.02% |
| PRIVATE TRUST CO NA | 570 | Jun 30, 26 | +300 | 0.02% |
| Qube Research & Technologies Ltd | 546 | Jun 30, 26 | +530 | 0.02% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 470 | Jun 30, 26 | -8.55K | 0.02% |
| Integrity Financial Corp /WA | 439 | Jun 30, 26 | +439 | 0.02% |
| Integrated Wealth Concepts LLC | 416 | Jun 30, 26 | -4.99K | 0.02% |
| Cape Investment Advisory, Inc. | 413 | Jun 30, 26 | -1.14K | 0.02% |
| Institute for Wealth Management, LLC. | 370 | Jun 30, 26 | +370 | 0.01% |
| FMR LLC | 360 | Jun 30, 26 | -36 | 0.01% |
| Farther Finance Advisors, LLC | 278 | Jun 30, 26 | +210 | 0.01% |
| Spire Wealth Management | 263 | Jun 30, 26 | +188 | 0.01% |
| BLAIR WILLIAM & CO/IL | 206 | Jun 30, 26 | -- | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 161 | Jun 30, 26 | +161 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 141 | Jun 30, 26 | +141 | 0.01% |
| IFG Advisory, LLC | 140 | Jun 30, 26 | +140 | 0.01% |
| Glen Eagle Advisors, LLC | 125 | Jun 30, 26 | +100 | 0.01% |
| FIFTH THIRD BANCORP | 101 | Jun 30, 26 | +101 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 100 | Jun 30, 26 | +100 | 0.00% |
| Bullock Wealth Management Group | 98 | Jun 30, 26 | +98 | 0.00% |
| Global Retirement Partners, LLC | 97 | Jun 30, 26 | +97 | 0.00% |
| Allworth Financial LP | 93 | Jun 30, 26 | +93 | 0.00% |
| SIGNATUREFD, LLC | 64 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 57 | Jun 30, 26 | +48 | 0.00% |
| Wagner Wealth Management, LLC | 46 | Jun 30, 26 | -- | 0.00% |
| Copia Wealth Management | 39 | Jun 30, 26 | +39 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 36 | Jun 30, 26 | +36 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 36 | Jun 30, 26 | +36 | 0.00% |
| AE Wealth Management LLC | 35 | Jun 30, 26 | -275 | 0.00% |
| ASSETMARK, INC | 31 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 28 | Jun 30, 26 | +28 | 0.00% |
| CoreCap Advisors, LLC | 22 | Jun 30, 26 | +22 | 0.00% |
| Signature Equity Partners, LLC | 15 | Jun 30, 26 | +15 | 0.00% |
| Aptus Capital Advisors, LLC | 11 | Jun 30, 26 | +11 | 0.00% |
| Central Pacific Bank - Trust Division | 11 | Jun 30, 26 | -- | 0.00% |
| Trust Co | 10 | Jun 30, 26 | +10 | 0.00% |
| Asset Dedication, LLC | 7 | Jun 30, 26 | +7 | 0.00% |
| Russell Investments Group, Ltd. | 2 | Jun 30, 26 | -14 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | -- | Jun 30, 26 | -100 | -- |
| University of Illinois Foundation | -- | Jun 30, 26 | -64.50K | -- |
| Waldron Private Wealth LLC | -- | Jun 30, 26 | -2.47K | -- |
| BANK OF MONTREAL /CAN/ | -- | Jun 30, 26 | -1.56K | -- |
| INDEPENDENT FINANCIAL GROUP, LLC | -- | Jun 30, 26 | -1.29K | -- |
| Maxi Investments CY Ltd | -- | Jun 30, 26 | -22.00K | -- |
| Cassaday & Co Wealth Management LLC | -- | Jun 30, 26 | -14 | -- |
| Geneos Wealth Management Inc. | -- | Jun 30, 26 | -10.98K | -- |
| Foundations Investment Advisors, LLC | -- | Jun 30, 26 | -33.13K | -- |
| OPPENHEIMER & CO INC | -- | Jun 30, 26 | -1.65K | -- |
| GRIFFIN ASSET MANAGEMENT, INC. | -- | Jun 30, 26 | -1.35K | -- |
| TOTH FINANCIAL ADVISORY CORP | -- | Jun 30, 26 | -6 | -- |
| Orion Capital Management LLC | -- | Jun 30, 26 | -10 | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -100.00K | -- |
| HOWE & RUSLING INC | -- | Jun 30, 26 | -15 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -5 | -- |
| B. Riley Wealth Advisors, Inc. | -- | Jun 30, 26 | -5.70K | -- |
| CWM, LLC | 250.14K | Mar 31, 26 | +28.51K | 10.01% |
| RAYMOND JAMES & ASSOCIATES | 30.96K | Sep 30, 24 | -5.19K | 1.24% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 71 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 31.39K | Mar 31, 24 | +28.54K | 1.26% |
| AJ WEALTH STRATEGIES, LLC | 3.53K | Jun 30, 23 | -- | 0.14% |
| Sargent Bickham Lagudis LLC | 31 | Dec 31, 22 | -- | 0.00% |
| Ameritas Investment Company, LLC | 4.11K | Sep 30, 21 | +2.33K | 0.16% |
| Cerebellum GP, LLC | -- | Sep 30, 20 | -1.16K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.31K | Dec 31, 19 | -948 | 0.09% |
| Advisor Group, Inc. | 300 | Dec 31, 19 | +287 | 0.01% |
| NEXT Financial Holdings | 12.19K | Mar 31, 19 | +12.19K | 0.49% |
| MSI Financial Services Inc | -- | Dec 31, 16 | -50 | -- |
| SOCIETE GENERALE | 52.52K | Jun 30, 16 | +52.52K | 2.10% |
| CITY NATIONAL BANK | 101.32K | Sep 30, 15 | -18.23K | 4.05% |
| Jane Street Holding, LLC | 6.19K | Dec 31, 13 | +6.19K | 0.25% |