Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Mar 31, 2026 | 1.1M | 168.5M | 2.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 556.9K | 89.3M | 1.3% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Apr 30, 2026 | 444.1K | 71.2M | 1.0% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Jan 31, 2026 | 403.6K | 64.7M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 354.6K | 56.8M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 258.4K | 41.4M | 0.6% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 195.8K | 31.4M | 0.5% |
| JANUS INVESTMENT FUND-Janus Henderson Global Research Fund | Mar 31, 2026 | 181.7K | 29.1M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Apr 30, 2026 | 146.5K | 23.5M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 137.5K | 22.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.