Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 16.0M | 1.1B | 2.2% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 7.4M | 495.3M | 1.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 6.9M | 459.6M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.5M | 299.0M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 3.6M | 239.0M | 0.5% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Feb 28, 2026 | 3.3M | 220.3M | 0.5% |
| Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF | Jan 31, 2026 | 2.8M | 190.8M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.9M | 125.6M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 1.8M | 118.6M | 0.2% |
| THORNBURG INVESTMENT TRUST-Thornburg International Equity Fund | Dec 31, 2025 | 1.5M | 97.5M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.