Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 10.8M | 862.1M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 7.9M | 632.3M | 1.4% |
| Income Fund of America | Mar 31, 2026 | 7.9M | 630.0M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 5.1M | 407.5M | 0.9% |
| First Eagle Funds-First Eagle Overseas Fund | Jan 31, 2026 | 4.2M | 336.4M | 0.7% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Mar 31, 2026 | 2.5M | 199.0M | 0.4% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 1.8M | 147.6M | 0.3% |
| Capital Income Builder | Mar 31, 2026 | 1.5M | 119.9M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 1.2M | 95.8M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Feb 28, 2026 | 1.2M | 93.3M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.