Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SEI Inst. INVESTMENTS TRT-SIIT Global Mnged Volatility Fd. | Feb 28, 2026 | 4.4M | 3.0M | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 4.1M | 2.8M | 0.1% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Mar 31, 2026 | 3.6M | 2.4M | 0.0% |
| SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF | Nov 30, 2025 | 1.8M | 1.2M | 0.0% |
| Principal Funds, Inc-Diversified Real Asset Fund | Nov 30, 2025 | 2.1M | 1.4M | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Large Cap International Portfolio | Jan 31, 2026 | 903.5K | 605.3K | 0.0% |
| Dimensional ETF Trust-Dimensional International Core Equity Market ETF | Jan 31, 2026 | 706.5K | 473.4K | 0.0% |
| Dimensional ETF Trust-Dimensional International Core Equity 2 ETF | Jan 31, 2026 | 944K | 632.5K | 0.0% |
| Goldman Sachs ETF Trust-Goldman Sachs ActiveBeta World Equity ETF | Feb 28, 2026 | 772.5K | 517.6K | 0.0% |
| SEI INSTITUTIONAL MANAGED TRUST-SIMT Global Managed Volatility Fund | Feb 28, 2026 | 720.5K | 482.7K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.