Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 7.2M | 76.7M | 0.5% |
| JANUS INVESTMENT FUND-Janus Henderson Global Equity Income Fund | Sep 30, 2025 | 5.9M | 63.6M | 0.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 4.7M | 50.3M | 0.3% |
| First TRT Exch-Trd Fd. VI-First TRT NASDAQ Technology Dividend Index F | Sep 30, 2025 | 4.3M | 45.9M | 0.3% |
| Reaves Utility Income Fund | Jul 31, 2025 | 3.9M | 41.4M | 0.3% |
| Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund | Jul 31, 2025 | 3.0M | 31.9M | 0.2% |
| DNP Select Income Fund Inc | Jul 31, 2025 | 2.7M | 28.5M | 0.2% |
| First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd. | Sep 30, 2025 | 2.4M | 25.2M | 0.2% |
| Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF | Sep 30, 2025 | 2.1M | 22.6M | 0.1% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Oct 31, 2025 | 2.1M | 22.1M | 0.1% |
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