Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 2.4M | 228.2M | 2.2% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | Apr 30, 2026 | 2.1M | 204.4M | 2.0% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.1M | 102.1M | 1% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 1.0M | 98.1M | 1.0% |
| BlackRock ETF Trust-iShares U.S. Thematic Rotation Active ETF | Mar 31, 2026 | 645.6K | 62.3M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 609.6K | 58.8M | 0.6% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Feb 28, 2026 | 591.7K | 57.1M | 0.6% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Mar 31, 2026 | 567.6K | 54.7M | 0.5% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Dec 31, 2025 | 516.2K | 49.8M | 0.5% |
| Amplify ETF Trust-Amplify Cybersecurity ETF | Dec 31, 2025 | 493.6K | 47.6M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.