Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Gold Miners ETF | Sep 30, 2026 | 15.7M | 2.4B | 3.1% |
| Income Fund of America | Sep 30, 2026 | 9.8M | 1.5B | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 7.5M | 1.1B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 5.0M | 751.7M | 1.0% |
| AMERICAN FUNDS INSURANCE SERIES-Eupac Fund | Sep 30, 2026 | 4.0M | 598.6M | 0.8% |
| NEW PERSPECTIVE FUND | Sep 30, 2026 | 3.6M | 538.3M | 0.7% |
| MFS SERIES TRUST X-MFS International Growth Fund | Aug 31, 2026 | 2.9M | 439.9M | 0.6% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Sep 30, 2026 | 3.0M | 445.5M | 0.6% |
| MFS SERIES TRUST X-MFS International Intrinsic Equity Fund | Aug 31, 2026 | 2.4M | 356.9M | 0.5% |
| AIM Sector Fd.s -Invesco Gold & Special Minerals Fd. | Jul 31, 2026 | 2.2M | 336.2M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.