Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Gold Miners ETF | Apr 30, 2026 | 16.8M | 2.6B | 3.4% |
| Income Fund of America | Mar 31, 2026 | 9.8M | 1.5B | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 7.3M | 1.1B | 1.5% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 4.8M | 732.2M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.7M | 720.2M | 0.9% |
| MFS SERIES TRUST X-MFS International Growth Fund | Feb 28, 2026 | 3.0M | 456.1M | 0.6% |
| Fidelity Select Portfolios-Select Gold Portfolio | Mar 31, 2026 | 2.9M | 439.6M | 0.6% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 2.5M | 375.4M | 0.5% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 2.4M | 362.3M | 0.5% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Apr 30, 2026 | 2.4M | 361.7M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.