Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 2.9M | 4.2B | 0.8% |
| Invesco QQQ Trust, Series 1 | Aug 31, 2026 | 2.0M | 2.8B | 0.5% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Sep 30, 2026 | 1.8M | 2.6B | 0.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2026 | 1.4M | 2.0B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Aug 31, 2026 | 1.4M | 2.0B | 0.4% |
| Fidelity Select Portfolios-Select Semiconductors Portfolio | Aug 31, 2026 | 1.3M | 1.8B | 0.3% |
| Growth Fund of America | Sep 30, 2026 | 1.2M | 1.7B | 0.3% |
| Fidelity Contrafund | Aug 31, 2026 | 1.1M | 1.5B | 0.3% |
| NEW PERSPECTIVE FUND | Sep 30, 2026 | 748.4K | 1.1B | 0.2% |
| iShares Trust-iShares Semiconductor ETF | Aug 31, 2026 | 605.7K | 869.2M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.