Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 1.5M | 93.6M | 3.0% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2026 | 1.1M | 67.7M | 2.1% |
| GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund | Nov 30, 2025 | 638.0K | 39.3M | 1.2% |
| AIM Investment Fd.s -Invesco SteelPath MLP Alpha Fd. | Nov 30, 2025 | 437.6K | 27.0M | 0.9% |
| ClearBridge Energy Midstream Opportunity Fund Inc. | Nov 30, 2025 | 409.8K | 25.3M | 0.8% |
| iShares Trust-iShares ESG Aware MSCI USA Small-Cap ETF | Jan 31, 2026 | 306.5K | 18.9M | 0.6% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund | Jan 31, 2026 | 279.1K | 17.2M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jan 31, 2026 | 234.6K | 14.5M | 0.5% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jan 31, 2026 | 199.3K | 12.3M | 0.4% |
| AIM Investment Fd.s -Invesco SteelPath MLP Alpha Plus Fd. | Nov 30, 2025 | 183.2K | 11.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.