Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Legg Mason Part. Investment TRT-ClearBridge Dividend Strategy Fd. | Dec 31, 2025 | 10.0M | 139.4M | 0.1% |
| NEW YORK LIFE INVESTMENTS FUNDS-NYLI WMC Value Fund | Oct 31, 2025 | 1.0M | 14.3M | 0.0% |
| JNL Series Trust-JNL/WMC VALUE FUND | Dec 31, 2025 | 919.3K | 12.9M | 0.0% |
| Domini Investment Trust-Domini Impact Equity Fund | Oct 31, 2025 | 156.3K | 2.2M | 0 |
| Legg Mason Part. Varbl Eqy. TRT-ClearBridge Varbl Dividend Strategy PO | Dec 31, 2025 | 510.3K | 7.1M | 0 |
| NEW YORK LIFE INVESTMENTS FUNDS TRUST-NYLI Balanced Fund | Oct 31, 2025 | 292.9K | 4.1M | 0 |
| Trust for Professional Managers-ActivePassive International Equity ETF | Nov 30, 2025 | 159.9K | 2.2M | 0 |
| VALIC Co I-Dividend Value Fund | Nov 30, 2025 | 230.4K | 3.2M | 0 |
| NEW YORK LIFE INVESTMENTS VP FUNDS TRUST-NYLI VP Balanced Portfolio | Dec 31, 2025 | 202.5K | 2.8M | 0 |
| Harbor ETF Trust-Harbor Long-Term Growers ETF | Oct 31, 2025 | 243.4K | 3.4M | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.