Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 7.2M | 411.8M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.8M | 271.1M | 0.9% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 2.2M | 125.4M | 0.4% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 1.7M | 97.3M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 1.1M | 62.3M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 1.1M | 59.7M | 0.2% |
| Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility | Feb 28, 2026 | 1.1M | 61.2M | 0.2% |
| VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd. | Jan 31, 2026 | 939.2K | 53.4M | 0.2% |
| DNP Select Income Fund Inc | Jan 31, 2026 | 981.9K | 55.8M | 0.2% |
| Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund | Feb 28, 2026 | 929.8K | 52.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.