Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 8.0M | 496.8M | 0.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 6.1M | 379.3M | 0.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 5.6M | 347.9M | 0.3% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 5.2M | 322.2M | 0.3% |
| Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio | Feb 28, 2026 | 4.8M | 300.4M | 0.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.6M | 224.0M | 0.2% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2026 | 3.2M | 200.1M | 0.2% |
| MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G | Nov 30, 2025 | 2.0M | 123.3M | 0.1% |
| NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund | Jan 31, 2026 | 2.0M | 126.7M | 0.1% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 1.8M | 111.5M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.