Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| ALGER INSTITUTIONAL FUNDS-Alger Focus Equity Fund | Jan 31, 2026 | 2.3M | 4.2B | 1.1% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 1.9M | 3.5B | 0.9% |
| JANUS INVESTMENT FUND-Janus Henderson Contrarian Fund | Dec 31, 2025 | 1.5M | 2.8B | 0.7% |
| ALGER FUNDS II-Alger Spectra Fund | Jan 31, 2026 | 1.5M | 2.7B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.4M | 2.6B | 0.7% |
| ALGER Inst. Fd.S-Alger Capital Appreciation Inst. Fd. | Jan 31, 2026 | 1.1M | 2.0B | 0.5% |
| JANUS INVESTMENT Fd.-Janus Henderson Global Technology and Innovation | Dec 31, 2025 | 875.4K | 1.6B | 0.4% |
| ALGER FUNDS-Alger Capital Appreciation Fund | Jan 31, 2026 | 873.8K | 1.6B | 0.4% |
| Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund | Feb 28, 2026 | 762.4K | 1.4B | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 773.7K | 1.4B | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.