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 | 209.5M | 0.1% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Large Cap Value Fund | Feb 28, 2026 | 1.7M | 141.2M | 0.1% |
| Fidelity Puritan Trust-Fidelity Puritan Fund | Apr 30, 2026 | 1.1M | 95.9M | 0.1% |
| American Century ETF Trust-Avantis International Equity ETF | Apr 30, 2026 | 1.1M | 88.7M | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 903.5K | 75.6M | 0.0% |
| HARTFORD SERIES FUND INC-HARTFORD DIVIDEND AND GROWTH HLS FUND | Mar 31, 2026 | 459.9K | 38.5M | 0.0% |
| Fidelity Advisor Series I-Fidelity Advisor Equity Growth Fund | Apr 30, 2026 | 623.3K | 52.2M | 0.0% |
| Dimensional ETF Trust-Dimensional International High Profitability ETF | Jan 31, 2026 | 467.1K | 39.1M | 0.0% |
| Dimensional ETF Trust-Dimensional International Core Equity 2 ETF | Jan 31, 2026 | 459.7K | 38.5M | 0.0% |
| Variable Insurance Products Fund-Growth Portfolio | Apr 30, 2026 | 580.5K | 48.6M | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.