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Most stock quote data provided by Financial Modeling Prep
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About N/A of shares are held by financial institutions. GOLDMAN SACHS GROUP INC is the top corporate investor, holding 19.29K shares valued at $498.00K. A 0.31% stake in Touchstone Securitized Income ETF is owned by the company. ATLAS WEALTH LLC owns 22.55K shares valued at $582.23K, which translates its holding of 0.36% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | GOLDMAN SACHS GROUP INC | 0.31% | 19.29K | 498K | 19.29K | +100.00% |
| Jun 30, 2026 | ATLAS WEALTH LLC | 0.36% | 22.55K | 582.23K | -107 | -0.47% |
| Jun 30, 2026 | JONES FINANCIAL COMPANIES LLLP | 0.12% | 7.49K | 194.12K | 2.51K | +50.27% |
| Jun 30, 2026 | CITADEL ADVISORS LLC | 0.55% | 34.33K | 886.1K | 24.48K | +248.48% |
| Jun 30, 2026 | VESTMARK ADVISORY SOLUTIONS, INC. | 0% | 0 | - | -15.98K | -100.00% |
| Jun 30, 2026 | ALTERI WEALTH LLC | 0.57% | 35.88K | 926.32K | 3.16K | +9.66% |
| Jun 30, 2026 | WINEBRENNER CAPITAL MANAGEMENT LLC | 0.86% | 53.6K | 1.38M | -5.22K | -8.88% |
| Jun 30, 2026 | STIFEL FINANCIAL CORP | 1.52% | 95.06K | 2.45M | 19.9K | +26.48% |
| Jun 30, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1.7% | 106.51K | 2.75M | 41.8K | +64.60% |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 1.74% | 108.9K | 2.81M | 301 | +0.28% |
| Jun 30, 2026 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | 2.16% | 134.91K | 3.48M | 134.91K | +100.00% |
| Jun 30, 2026 | BROOKWOOD INVESTMENT GROUP LLC | 2.54% | 159.12K | 4.11M | -2.07K | -1.28% |
| Jun 30, 2026 | RETIREMENT PLANNING GROUP | 12.12% | 758.55K | 19.58M | 391.97K | +106.93% |
| Jun 30, 2026 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 62.71% | 3.93M | 101.33M | 25K | +0.64% |
| Jun 30, 2026 | INTEGRATED WEALTH CONCEPTS LLC | 0.02% | 1K | 25.82K | 1K | +100.00% |
| Jun 30, 2026 | UBS GROUP AG | 0.02% | 1.23K | 31.62K | 1K | +454.30% |
| Jun 30, 2026 | MOUNT YALE INVESTMENT ADVISORS, LLC | 0% | 0 | - | -15.98K | -100.00% |
| Jun 30, 2026 | DHJJ FINANCIAL ADVISORS, LTD. | 0% | 20 | 517 | 0 | 0 |
| Jun 30, 2026 | VICTORY FINANCIAL GROUP, LLC | 0.15% | 9.48K | 244.71K | 9.48K | +100.00% |
| Jun 30, 2026 | AVANTAX PLANNING PARTNERS, INC. | 0.16% | 9.86K | 254.61K | 9.86K | +100.00% |
| Jun 30, 2026 | MISSION CREEK CAPITAL PARTNERS, INC. | 0.18% | 11.08K | 286.1K | -1.56K | -12.35% |
| Mar 31, 2026 | BROOKWOOD INVESTMENT GROUP LLC | 2.57% | 161.19K | 4.16M | 161.19K | +100.00% |
| Mar 31, 2026 | DHJJ FINANCIAL ADVISORS, LTD. | 0% | 20 | 516 | 0 | 0 |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 1.2% | 75.16K | 1.94M | 64.16K | +583.57% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0% | 0 | - | -18.86K | -100.00% |
| Mar 31, 2026 | RETIREMENT PLANNING GROUP | 5.86% | 366.58K | 9.45M | 288.14K | +367.34% |
| Mar 31, 2026 | UBS GROUP AG | 0% | 221 | 5.7K | 221 | +100.00% |
| Mar 31, 2026 | MISSION CREEK CAPITAL PARTNERS, INC. | 0.2% | 12.65K | 326.12K | -4.17K | -24.81% |
| Mar 31, 2026 | MOUNT YALE INVESTMENT ADVISORS, LLC | 0.26% | 15.98K | 412.23K | 15.98K | +100.00% |
| Mar 31, 2026 | ALTERI WEALTH LLC | 0.52% | 32.72K | 843.88K | 32.72K | +100.00% |
| Mar 31, 2026 | JONES FINANCIAL COMPANIES LLLP | 0.08% | 4.99K | 128.76K | 2.25K | +82.00% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.16% | 9.85K | 254.03K | -24.05K | -70.94% |
| Mar 31, 2026 | VESTMARK ADVISORY SOLUTIONS, INC. | 0.26% | 15.98K | 412.23K | 15.98K | +100.00% |
| Mar 31, 2026 | ATLAS WEALTH LLC | 0.36% | 22.66K | 584.43K | 11.71K | +107.01% |
| Mar 31, 2026 | WINEBRENNER CAPITAL MANAGEMENT LLC | 0.94% | 58.83K | 1.52M | 3.53K | +6.39% |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1.03% | 64.71K | 1.67M | 45.28K | +232.93% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 1.73% | 108.59K | 2.8M | 94.59K | +675.23% |
| Mar 31, 2026 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 62.31% | 3.9M | 100.59M | 25K | +0.65% |
| Dec 31, 2025 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 82.39% | 3.88M | 101.42M | 0 | 0 |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.72% | 33.9K | 887.06K | 1.56K | +4.81% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.3% | 14.01K | 366.59K | -5.84K | -29.42% |
| Dec 31, 2025 | JONES FINANCIAL COMPANIES LLLP | 0.06% | 2.74K | 71.68K | 2.68K | +4,542.37% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -19.44K | -100.00% |
| Dec 31, 2025 | UBS GROUP AG | 0% | 0 | - | -340 | -100.00% |
| Dec 31, 2025 | RETIREMENT PLANNING GROUP | 1.67% | 78.44K | 2.05M | 8.45K | +12.07% |
| Dec 31, 2025 | WINEBRENNER CAPITAL MANAGEMENT LLC | 1.18% | 55.29K | 1.45M | 19.1K | +52.77% |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.42% | 19.44K | 508.67K | -850 | -4.19% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.4% | 18.86K | 493.65K | -19.59K | -50.95% |
| Dec 31, 2025 | MISSION CREEK CAPITAL PARTNERS, INC. | 0.36% | 16.82K | 440.14K | 279 | +1.69% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.23% | 11K | 287.74K | -455 | -3.97% |
| Dec 31, 2025 | ATLAS WEALTH LLC | 0.23% | 10.95K | 286.48K | 10.95K | +100.00% |
| Dec 31, 2025 | DHJJ FINANCIAL ADVISORS, LTD. | 0% | 20 | 524 | 0 | 0 |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -5.93K | -100.00% |
| Sep 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 59 | 1.55K | 0 | 0 |
| Sep 30, 2025 | UBS GROUP AG | 0.01% | 340 | 8.92K | 189 | +125.17% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.14% | 5.93K | 155.52K | -7.55K | -56.02% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.27% | 11.45K | 300.39K | 11.45K | +100.00% |
| Sep 30, 2025 | MISSION CREEK CAPITAL PARTNERS, INC. | 0.39% | 16.54K | 433.9K | 248 | +1.52% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.45% | 19.44K | 509.93K | -396 | -2.00% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.46% | 19.85K | 520.54K | 19.85K | +100.00% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.47% | 20.29K | 532.23K | -20.19K | -49.88% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.76% | 32.34K | 848.44K | -115 | -0.35% |
| Sep 30, 2025 | WINEBRENNER CAPITAL MANAGEMENT LLC | 0.85% | 36.19K | 949.55K | 8.61K | +31.23% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.9% | 38.45K | 1.01M | -35.51K | -48.01% |
| Sep 30, 2025 | RETIREMENT PLANNING GROUP | 1.63% | 69.99K | 1.84M | 20.65K | +41.86% |
| Sep 30, 2025 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 90.52% | 3.88M | 101.67M | 0 | 0 |
| Sep 30, 2025 | DHJJ FINANCIAL ADVISORS, LTD. | 0% | 20 | 525 | 0 | 0 |
| Sep 30, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0% | 0 | - | -28.88K | -100.00% |
| Jun 30, 2025 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 89.82% | 3.88M | 101.26M | 50K | +1.31% |
| Jun 30, 2025 | WINEBRENNER CAPITAL MANAGEMENT LLC | 0.64% | 27.58K | 720.67K | 9.89K | +55.88% |
| Jun 30, 2025 | MISSION CREEK CAPITAL PARTNERS, INC. | 0.38% | 16.29K | 425.69K | 174 | +1.08% |
| Jun 30, 2025 | DHJJ FINANCIAL ADVISORS, LTD. | 0% | 20 | 523 | 20 | +100.00% |
| Jun 30, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 0.67% | 28.88K | 754.58K | -115.86K | -80.05% |
| Jun 30, 2025 | RETIREMENT PLANNING GROUP | 1.14% | 49.34K | 1.29M | 2.63K | +5.62% |
| Jun 30, 2025 | JONES FINANCIAL COMPANIES LLLP | 0% | 59 | 1.55K | 59 | +100.00% |
| Jun 30, 2025 | UBS GROUP AG | 0% | 151 | 3.95K | 151 | +100.00% |
| Jun 30, 2025 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.31% | 13.23K | 345.62K | 13.23K | +100.00% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.31% | 13.48K | 352.23K | 11.57K | +604.28% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.46% | 19.83K | 518.24K | 19.83K | +100.00% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.75% | 32.46K | 848.05M | -373 | -1.14% |
| Jun 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.94% | 40.48K | 1.06M | -43.25K | -51.65% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 1.71% | 73.97K | 1.93M | 47.71K | +181.68% |
| Jun 30, 2025 | 0.64% | 27.58K | 720.67K | 9.89K | +55.88% | |
| Mar 31, 2025 | 0.41% | 17.69K | 462.85K | -5.09K | -22.33% | |
| Mar 31, 2025 | RETIREMENT PLANNING GROUP | 1.07% | 46.71K | 1.22M | 851 | +1.86% |
| Mar 31, 2025 | SEED WEALTH MANAGEMENT, INC. | 0% | 0 | - | -11.86K | -100.00% |
| Mar 31, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 3.32% | 144.74K | 3.79M | 69.79K | +93.11% |
| Mar 31, 2025 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 87.79% | 3.83M | 100.07M | -35K | -0.91% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.75% | 32.83K | 858.78K | -7.1K | -17.78% |
| Mar 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1.92% | 83.72K | 2.19M | 77.54K | +1,254.94% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.04% | 1.91K | 50.07K | 1.35K | +236.38% |
| Mar 31, 2025 | MISSION CREEK CAPITAL PARTNERS, INC. | 0.37% | 16.12K | 421.61K | 192 | +1.21% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.6% | 26.26K | 686.94K | -2.69K | -9.28% |