Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Gold Miners ETF | Feb 28, 2026 | 6.3M | 1.4B | 3.2% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 4.2M | 925.4M | 2.2% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 3.2M | 709.7M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.8M | 612.2M | 1.5% |
| Fidelity Contrafund | Feb 28, 2026 | 2.6M | 574.5M | 1.4% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 2.4M | 530.8M | 1.3% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 2.3M | 504.3M | 1.2% |
| MFS SERIES TRUST X-MFS International Growth Fund | Nov 30, 2025 | 2.2M | 472.9M | 1.1% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2026 | 2.1M | 466.5M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.8M | 394.8M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.