Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 19.1M | 316.4M | 2.0% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Feb 28, 2026 | 15.3M | 253.6M | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 14.1M | 233.1M | 1.5% |
| MFS SERIES TRUST I-MFS Research International Fund | Feb 28, 2026 | 11.2M | 185.7M | 1.2% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 9.4M | 156.0M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.1M | 150.4M | 1.0% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Dec 31, 2025 | 7.8M | 129.2M | 0.8% |
| MFS Series Trust X-MFS International Large Cap Value Fund | Feb 28, 2026 | 7.3M | 120.4M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 6.7M | 111.3M | 0.7% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Feb 28, 2026 | 6.4M | 106.5M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.