Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 485.7K | 11.7M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 305.4K | 7.4M | 0.9% |
| MFS Series Trust V-MFS International New Discovery Fund | Dec 31, 2025 | 259.0K | 6.3M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 256.0K | 6.2M | 0.7% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 130.9K | 3.2M | 0.4% |
| TRANSAMERICA FUNDS-Transamerica International Small Cap Value | Jan 31, 2026 | 122K | 2.9M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 118.9K | 2.9M | 0.3% |
| Saba Capital Income & Opportunities Fund | Jan 31, 2026 | 100.9K | 2.4M | 0.3% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 96.3K | 2.3M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd. | Jan 31, 2026 | 80.8K | 1.9M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.