Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares International Select Dividend ETF | Jan 31, 2026 | 3.1M | 23.5M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.3M | 17.8M | 0.9% |
| MFS Series Trust V-MFS International New Discovery Fund | Dec 31, 2025 | 1.7M | 13.3M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.5M | 11.6M | 0.6% |
| GLOBAL X FUNDS-Global X SuperDividend ETF | Feb 28, 2026 | 1.4M | 10.7M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.3M | 10.0M | 0.5% |
| Templeton Global Smaller Companies Fund | Nov 30, 2025 | 997.7K | 7.6M | 0.4% |
| NEUBERGER BERMAN Eqy. Fd.S-Neuberger Berman Emerging Markets Eqy. Fd. | Feb 28, 2026 | 880.8K | 6.7M | 0.3% |
| DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series | Jan 31, 2026 | 846.2K | 6.5M | 0.3% |
| Cambria ETF Trust-Cambria Foreign Shareholder Yield ETF | Feb 28, 2026 | 634.7K | 4.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.