Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.8M | 14.1B | 1.3% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Feb 28, 2026 | 2.4M | 12.4B | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.8M | 9.2B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 1.3M | 6.4B | 0.6% |
| VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund | Jan 31, 2026 | 1.2M | 6.3B | 0.6% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Feb 28, 2026 | 720.7K | 3.7B | 0.3% |
| Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF | Mar 31, 2026 | 670.7K | 3.4B | 0.3% |
| Principal Funds, Inc-Overseas Fund | Jan 31, 2026 | 528.2K | 2.7B | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 426.8K | 2.2B | 0.2% |
| AQR Funds-AQR Equity Market Neutral Fund | Dec 31, 2025 | 426.2K | 2.2B | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.