Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Gold Miners ETF | Feb 28, 2026 | 45.2M | 2.5B | 2.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 24.8M | 1.4B | 1.5% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 23.4M | 1.3B | 1.4% |
| Income Fund of America | Mar 31, 2026 | 16.4M | 921.6M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 16.0M | 898.3M | 1.0% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 12.2M | 686.3M | 0.7% |
| Capital Income Builder | Jan 31, 2026 | 11.6M | 649.4M | 0.7% |
| -Price (T.Rowe) Real Assets Trust I | Dec 31, 2025 | 9.9M | 553.9M | 0.6% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 9.0M | 503.9M | 0.5% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 7.5M | 419.1M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.