Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 3.0M | 783.8M | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.8M | 453.8M | 0.9% |
| Fidelity Contrafund | Apr 30, 2026 | 1.2M | 315.7M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 1.2M | 299.8M | 0.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Apr 30, 2026 | 1.1M | 288.6M | 0.6% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | Apr 30, 2026 | 1.1M | 287.6M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 902.0K | 233.8M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd. | Apr 30, 2026 | 831.8K | 215.6M | 0.4% |
| Fidelity Securities Fund-Fidelity Growth & Income Portfolio | Apr 30, 2026 | 666.3K | 172.7M | 0.3% |
| Fidelity Securities Fund-Fidelity OTC Portfolio | Apr 30, 2026 | 670.6K | 173.8M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.