Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 3.4M | 486.7M | 0.2% |
| SEI INSTITUTIONAL MANAGED TRUST-SIMT TAX-MANAGED LARGE CAP FUND | Feb 28, 2026 | 106.3K | 15.2M | 0.0% |
| Amplify ETF TRT-Amplify CWP Intl Enhanced Dividend Income ETF | Dec 31, 2025 | 108.6K | 15.6M | 0.0% |
| AMERICAN FUNDS INSURANCE SERIES-Washington Mutual Investors Fund | Mar 31, 2026 | 191.6K | 27.5M | 0.0% |
| CULLEN FUNDS TRUST-Cullen High Dividend Equity Fund | Dec 31, 2025 | 152.1K | 21.8M | 0.0% |
| Columbia Fd.s Varbl Series TRT II-CTIVP - T. Rowe Price Large Cap Valu | Dec 31, 2025 | 167.6K | 24.0M | 0.0% |
| -iShares Dynamic Equity Active ETF | Jan 31, 2026 | 51.5K | 7.4M | 0 |
| Trust for Professional Managers-ActivePassive International Equity ETF | Nov 30, 2025 | 63.3K | 9.1M | 0 |
| HOTCHKIS & WILEY FUNDS/DE/-Hotchkis & Wiley Value Opportunities Fund | Dec 31, 2025 | 42K | 6.0M | 0 |
| SEI INSTITUTIONAL MANAGED TRUST-SIMT LARGE CAP VALUE FUND | Feb 28, 2026 | 46.3K | 6.6M | 0 |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.