Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Feb 28, 2026 | 714.7K | 19.8M | 1.1% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Dec 31, 2025 | 385.9K | 10.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 314.8K | 8.7M | 0.5% |
| iShares Trust-iShares Biotechnology ETF | Mar 31, 2026 | 272.5K | 7.6M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 130.4K | 3.6M | 0.2% |
| Segall Bryant & Hamill Trust-SBH Small Cap Value Fund | Dec 31, 2025 | 94.2K | 2.6M | 0.1% |
| Columbia Funds Series Trust II-Columbia Overseas Core Fund | Feb 28, 2026 | 90.7K | 2.5M | 0.1% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Mar 31, 2026 | 61.0K | 1.7M | 0.1% |
| ALPS ETF TRUST-ALPS Medical Breakthroughs ETF | Feb 28, 2026 | 58.4K | 1.6M | 0.1% |
| Columbia Fd.s Varbl Series TRT II-Varbl PORT. - Part. Small Cap Value | Dec 31, 2025 | 45.9K | 1.3M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.