Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 7.9M | 659.5M | 0.6% |
| GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF | Feb 28, 2026 | 4.0M | 330.1M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 3.9M | 323.4M | 0.3% |
| iShares Trust-iShares MSCI EAFE Value ETF | Feb 28, 2026 | 3.0M | 249.6M | 0.2% |
| iShares Trust-iShares International Select Dividend ETF | Feb 28, 2026 | 2.6M | 216.6M | 0.2% |
| -Price (T.Rowe) Real Assets Trust I | Dec 31, 2025 | 2.3M | 194.5M | 0.2% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Feb 28, 2026 | 1.5M | 124.1M | 0.1% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Berman Large Cap Value Fund | Nov 30, 2025 | 1.4M | 113.6M | 0.1% |
| iShares, Inc.-iShares MSCI Global Metals & Mining Producers ETF | Feb 28, 2026 | 1.4M | 114.4M | 0.1% |
| iShares Trust-iShares Core MSCI International Developed Markets ETF | Feb 28, 2026 | 1.1M | 93.7M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.