Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 19.3M | 342.1M | 0.2% |
| American Century ETF Trust-Avantis International Equity ETF | Jan 31, 2026 | 2.9M | 51.3M | 0.0% |
| EQ Advisors Trust-EQ/Value Equity Portfolio | Dec 31, 2025 | 2.2M | 38.5M | 0.0% |
| Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF | Jan 31, 2026 | 1.0M | 18.4M | 0.0% |
| HARBOR FUNDS-Harbor Large Cap Value Fund | Jan 31, 2026 | 1.6M | 28.0M | 0.0% |
| Amplify ETF TRT-Amplify CWP Intl Enhanced Dividend Income ETF | Dec 31, 2025 | 1.1M | 19.1M | 0.0% |
| Liberty All Star Equity Fund | Dec 31, 2025 | 600K | 10.6M | 0.0% |
| Aristotle Fund Series Trust-Aristotle Value Equity Fund | Feb 28, 2026 | 705.5K | 12.5M | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 563.1K | 10.0M | 0 |
| VANGUARD VARIABLE INSURANCE FUNDS-Diversified Value Portfolio | Dec 31, 2025 | 587.7K | 10.4M | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.