Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 16.0M | 666.6M | 2.2% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 7.4M | 308.2M | 1.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 6.9M | 286.0M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.5M | 186.1M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 3.6M | 148.7M | 0.5% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Feb 28, 2026 | 3.3M | 137.1M | 0.5% |
| Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF | Jan 31, 2026 | 2.8M | 118.7M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.9M | 78.2M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 1.8M | 73.8M | 0.2% |
| THORNBURG INVESTMENT TRUST-Thornburg International Equity Fund | Dec 31, 2025 | 1.5M | 60.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.