Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 9.5M | 751.6M | 2.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 3.1M | 245.7M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.0M | 157.6M | 0.4% |
| Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF | Sep 30, 2025 | 1.6M | 123.4M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 1.6M | 124.6M | 0.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 1.4M | 108.9M | 0.3% |
| John Hancock Funds III-Disciplined Value Fund | Sep 30, 2025 | 1.3M | 104.2M | 0.3% |
| Goldman Sachs Trust-Goldman Sachs International Equity Income Fund | Jul 31, 2025 | 1.2M | 95.4M | 0.3% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 1.2M | 95.7M | 0.3% |
| FMI Funds Inc-International Fund | Sep 30, 2025 | 1.1M | 88.4M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.