Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 722.2K | 84.9M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 464.3K | 54.6M | 0.9% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 219.9K | 25.9M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 216.5K | 25.5M | 0.4% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jan 31, 2026 | 205.5K | 24.2M | 0.4% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 175.6K | 20.6M | 0.4% |
| Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund | Jan 31, 2026 | 166.6K | 19.6M | 0.3% |
| Dimensional ETF Trust-Dimensional International Small Cap Value ETF | Jan 31, 2026 | 138.0K | 16.2M | 0.3% |
| AB Active ETFs, Inc.-AB International Low Volatility Equity ETF | Jan 31, 2026 | 120.9K | 14.2M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 107.1K | 12.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.