Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Balanced Fund | Dec 31, 2025 | 3.0M | 107.7M | 0.4% |
| -Opal International Dividend Income ETF | Oct 31, 2025 | 81.3K | 2.9M | 0.0% |
| Trust for Professional Managers-ActivePassive International Equity ETF | Nov 30, 2025 | 41.8K | 1.5M | 0.0% |
| AdvisorShares Trust-AdvisorShares Vice ETF | Feb 28, 2026 | 4.7K | 166.3K | 0 |
| -T. Rowe Price Active Core U.S. Equity ETF | Dec 31, 2025 | 145 | 5.1K | 0 |
| RBB Fund, Inc.-Aquarius International Fund | Feb 28, 2026 | 4.5K | 157.8K | 0 |
| -Tweedy, Browne Insider & Value ETF | Nov 30, 2025 | 26.1K | 923.4K | 0 |
| -Genter Capital International Dividend ETF | Oct 31, 2025 | 1.2K | 42.5K | 0 |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.