Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Sep 30, 2025 | 13.5M | 120.8M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 7.1M | 63.8M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 4.5M | 40.7M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 3.4M | 30.6M | 0.6% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Aug 31, 2025 | 3.1M | 27.6M | 0.5% |
| -Victory Pioneer Multi-Asset Income Fund | Jul 31, 2025 | 2.9M | 25.6M | 0.5% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jul 31, 2025 | 2.5M | 22.8M | 0.4% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 2.0M | 17.6M | 0.3% |
| Brighthouse Funds Trust I-Harris Oakmark International Portfolio | Sep 30, 2025 | 1.9M | 17.3M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 1.9M | 17.5M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.