Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 277.2K | 24.1M | 0.0% |
| Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF | Jan 31, 2026 | 320.6K | 27.8M | 0.0% |
| American Century ETF Trust-Avantis International Equity ETF | Jan 31, 2026 | 255.4K | 22.2M | 0.0% |
| John Hancock Premium Dividend Fund | Jan 31, 2026 | 199.2K | 17.3M | 0.0% |
| -Global X U.S. Electrification ETF | Jan 31, 2026 | 156.3K | 13.6M | 0.0% |
| -iShares Dynamic Equity Active ETF | Jan 31, 2026 | 197.1K | 17.1M | 0.0% |
| Hennessy Funds Trust-Hennessy Gas Utility Fund | Jan 31, 2026 | 172.9K | 15.0M | 0.0% |
| John Hancock Tax-Advantaged Dividend Income Fund | Jan 31, 2026 | 241.6K | 21.0M | 0.0% |
| GOLDMAN SACHS TRUST-Goldman Sachs Income Builder Fund | Jan 31, 2026 | 139.8K | 12.1M | 0.0% |
| Dimensional ETF Trust-Dimensional International Core Equity 2 ETF | Jan 31, 2026 | 116.7K | 10.1M | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.