Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.1M | 18.7M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.4M | 12.6M | 0.9% |
| GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF | Feb 28, 2026 | 895.5K | 7.8M | 0.5% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 542.7K | 4.7M | 0.3% |
| SPROTT FUNDS TRUST-Sprott Lithium Miners ETF | Dec 31, 2025 | 365.4K | 3.2M | 0.2% |
| SPROTT FUNDS TRUST-Sprott Critical Materials ETF | Dec 31, 2025 | 358.7K | 3.1M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 300.9K | 2.6M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd. | Jan 31, 2026 | 185.0K | 1.6M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd. | Jan 31, 2026 | 110.3K | 963.1K | 0.1% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Feb 28, 2026 | 117.5K | 1.0M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.