Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| -iShares Dynamic Equity Active ETF | Jan 31, 2026 | 57.1K | 10.5M | 0.0% |
| Manning & Napier Fund, Inc.-Pro-Blend Moderate Term Series | Mar 31, 2026 | 9.1K | 1.7M | 0 |
| Manning & Napier Fund, Inc.-Pro-Blend Conservative Term Series | Mar 31, 2026 | 4.5K | 829.2K | 0 |
| Virtus Variable Insurance Trust-Virtus KAR Capital Growth Series | Dec 31, 2025 | 18.2K | 3.3M | 0 |
| Virtus Equity Trust-Virtus KAR Capital Growth Fund | Dec 31, 2025 | 51.1K | 9.4M | 0 |
| Virtus Equity Trust-VIRTUS TACTICAL ALLOCATION FUND | Dec 31, 2025 | 15.8K | 2.9M | 0 |
| Manning & Napier Fund, Inc.-Pro-Blend Maximum Term Series | Mar 31, 2026 | 27.3K | 5.0M | 0 |
| Manning & Napier Fund, Inc.-Pro-Blend Extended Term Series | Mar 31, 2026 | 17.9K | 3.3M | 0 |
| -Pathfinder Focused Opportunities ETF | Feb 28, 2026 | 12.2K | 2.2M | 0 |
| Trust for Professional Managers-ActivePassive International Equity ETF | Feb 28, 2026 | 9.0K | 1.6M | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.