Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 9.8M | 777.3M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.1M | 245.8M | 0.7% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 3.1M | 243.8M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.0M | 158.3M | 0.5% |
| Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF | Apr 30, 2026 | 1.8M | 146.3M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 1.5M | 119.3M | 0.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Mar 31, 2026 | 1.2M | 98.5M | 0.3% |
| Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund | Jan 31, 2026 | 1.1M | 87.2M | 0.3% |
| John Hancock Funds III-Disciplined Value Fund | Mar 31, 2026 | 1.1M | 88.7M | 0.3% |
| Goldman Sachs Trust-Goldman Sachs International Equity Income Fund | Jan 31, 2026 | 1.1M | 84.2M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.