Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Jun 30, 2026 | 1.1M | 122.0M | 2.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 597.5K | 69.3M | 1.4% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Aug 31, 2026 | 563.8K | 65.4M | 1.3% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Jul 31, 2026 | 443.2K | 51.4M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 393.5K | 45.6M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 269.0K | 31.2M | 0.6% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jul 31, 2026 | 195.8K | 22.7M | 0.5% |
| JANUS INVESTMENT FUND-Janus Henderson Global Research Fund | Jun 30, 2026 | 177.3K | 20.6M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2026 | 152.6K | 17.7M | 0.3% |
| TRANSAMERICA FUNDS-Transamerica International Equity | Jul 31, 2026 | 142.1K | 16.5M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.