Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Principal Funds, Inc-MidCap Fund | Oct 31, 2025 | 36.0M | 1.2B | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 30.7M | 1.0B | 1.3% |
| Professionally Managed Portfolios-Akre Focus ETF | Oct 31, 2025 | 25.6M | 869.6M | 1.0% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 20.3M | 691.3M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 20.0M | 679.0M | 0.8% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 20.1M | 683.4M | 0.8% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 18.2M | 619.7M | 0.7% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 17.5M | 594.4M | 0.7% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 15.2M | 515.3M | 0.6% |
| Principal Funds, Inc-Blue Chip Fund | Nov 30, 2025 | 15.3M | 519.6M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.