Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 4.7M | 118.7M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 3.1M | 78.6M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF | Apr 30, 2026 | 2.3M | 58.8M | 0.7% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Apr 30, 2026 | 1.4M | 36.7M | 0.5% |
| Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND | Mar 31, 2026 | 1.4M | 35.0M | 0.4% |
| Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND | Mar 31, 2026 | 1.1M | 28.3M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 1.1M | 27.7M | 0.3% |
| VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund | Jan 31, 2026 | 1.0M | 25.9M | 0.3% |
| SmallCap World Fund Inc | Mar 31, 2026 | 964.7K | 24.6M | 0.3% |
| Legg Mason Partners Investment Trust-ClearBridge Mid Cap Fund | Jan 31, 2026 | 896K | 22.8M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.