Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Feb 28, 2026 | 9.7M | 865.3M | 0.3% |
| DFA INVESTMENT TRUST CO-The DFA International Value Series | Jan 31, 2026 | 8.2M | 731.2M | 0.3% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | Feb 28, 2026 | 6.6M | 587.7M | 0.2% |
| Dimensional ETF Trust-Dimensional International Value ETF | Jan 31, 2026 | 6.1M | 549.6M | 0.2% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Feb 28, 2026 | 5.5M | 490.9M | 0.2% |
| Fidelity Securities Fund-Fidelity Growth & Income Portfolio | Feb 28, 2026 | 4.1M | 368.3M | 0.2% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd. | Jan 31, 2026 | 4.2M | 375.9M | 0.2% |
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Dec 31, 2025 | 4.0M | 355.6M | 0.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 3.5M | 317.3M | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 3.8M | 341.0M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.