Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Capital Trust-Fidelity Value Fund | Mar 31, 2026 | 1.2M | 41.3M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.2M | 41.2M | 1.2% |
| JANUS INVESTMENT FUND-Janus Henderson Venture Fund | Mar 31, 2026 | 809.7K | 27.8M | 0.8% |
| Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF | Apr 30, 2026 | 797.0K | 27.3M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 778.4K | 26.7M | 0.8% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Apr 30, 2026 | 728.7K | 25.0M | 0.7% |
| JANUS INVESTMENT FUND-Janus Henderson Global Research Fund | Mar 31, 2026 | 718.4K | 24.6M | 0.7% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd. | Jan 31, 2026 | 606.7K | 20.8M | 0.6% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jan 31, 2026 | 414.8K | 14.2M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 302.2K | 10.4M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.