Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 925.1K | 57.8M | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 568.0K | 35.5M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 368.0K | 23.0M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 255.4K | 16.0M | 0.4% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Jan 31, 2026 | 239.0K | 14.9M | 0.4% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jan 31, 2026 | 227.4K | 14.2M | 0.4% |
| Dimensional ETF Trust-Dimensional International Small Cap Value ETF | Jan 31, 2026 | 216.7K | 13.6M | 0.4% |
| HEARTLAND GROUP INC.-HEARTLAND VALUE FUND | Dec 31, 2025 | 140K | 8.8M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 139.4K | 8.7M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Nov 30, 2025 | 100.1K | 6.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.