Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 12.3M | 155.3M | 2.8% |
| First Eagle Funds-First Eagle Gold Fund | Jan 31, 2026 | 9.0M | 113.1M | 2.0% |
| iShares Trust-iShares Russell 2000 ETF | Jan 31, 2026 | 7.2M | 91.1M | 1.7% |
| VanEck ETF Trust-VanEck Junior Gold Miners ETF | Feb 28, 2026 | 6.0M | 75.5M | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.4M | 54.9M | 1.0% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | Feb 28, 2026 | 3.7M | 46.2M | 0.8% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Jan 31, 2026 | 2.9M | 36.9M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.8M | 35.8M | 0.6% |
| iShares Trust-iShares Russell 2000 Growth ETF | Jan 31, 2026 | 2.4M | 29.9M | 0.5% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 2.2M | 27.3M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.