Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core MSCI EAFE ETF | Dec 31, 2025 | 2.6M | 63.2B | 0.7% |
| Invesco QQQ Trust, Series 1 | Dec 31, 2025 | 2.0M | 47.1B | 0.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 1.9M | 46.1B | 0.5% |
| VanEck ETF Trust-VanEck Semiconductor ETF | Dec 31, 2025 | 1.7M | 41.3B | 0.5% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 1.4M | 33.2B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Dec 31, 2025 | 1.3M | 31.8B | 0.3% |
| ADVISORS' INNER CIRCLE FUND-EDGEWOOD GROWTH FUND | Sep 30, 2025 | 1.3M | 30.2B | 0.3% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 942.0K | 22.5B | 0.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 730.0K | 17.5B | 0.2% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Sep 30, 2025 | 740.4K | 17.7B | 0.2% |
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