Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND | Jan 31, 2026 | 2.5M | 3.1B | 0.1% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Large Cap Value Fund | Nov 30, 2025 | 1.8M | 2.2B | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 903.5K | 1.1B | 0.0% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund | Oct 31, 2025 | 657.6K | 806.9M | 0.0% |
| American Century ETF Trust-Avantis International Equity ETF | Jan 31, 2026 | 868.0K | 1.1B | 0.0% |
| Dimensional ETF Trust-Dimensional International Core Equity 2 ETF | Jan 31, 2026 | 459.7K | 564.1M | 0.0% |
| Dimensional ETF Trust-Dimensional International High Profitability ETF | Jan 31, 2026 | 467.1K | 573.2M | 0.0% |
| GAMCO Global Gold, Natural Resources & Income Trust | Dec 31, 2025 | 456.6K | 560.2M | 0.0% |
| PERMANENT PORTFOLIO FAMILY OF FUNDS-Permanent Portfolio | Jan 31, 2026 | 425K | 521.5M | 0.0% |
| HARTFORD SERIES FUND INC-HARTFORD DIVIDEND AND GROWTH HLS FUND | Dec 31, 2025 | 474.4K | 582.1M | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.