Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 7.0M | 311.8M | 1.5% |
| GLOBAL X FUNDS-Global X Copper Miners ETF | Feb 28, 2026 | 5.9M | 261.9M | 1.2% |
| Principal Funds, Inc-International Equity Fund | Jan 31, 2026 | 4.7M | 208.2M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.5M | 202.2M | 0.9% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 4.5M | 199.5M | 0.9% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 3.6M | 162.2M | 0.8% |
| DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund | Jan 31, 2026 | 3.3M | 148.2M | 0.7% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 2.7M | 120.3M | 0.6% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jan 31, 2026 | 2.7M | 118.8M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund | Oct 31, 2025 | 2.2M | 100.1M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.