Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMG Funds-AMG Yacktman Fund | Dec 31, 2025 | 88.5M | 563.7M | 3% |
| AMG Funds-AMG Yacktman Focused Fund | Dec 31, 2025 | 41M | 261.2M | 1.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 10.0M | 63.7M | 0.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 6.5M | 41.5M | 0.2% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 4.9M | 31.0M | 0.2% |
| AMG Funds-AMG Yacktman Global Fund | Dec 31, 2025 | 2.8M | 17.8M | 0.1% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 2.6M | 16.3M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 2.5M | 15.8M | 0.1% |
| iShares Trust-iShares MSCI EAFE Min Vol Factor ETF | Mar 31, 2026 | 1.9M | 12.0M | 0.1% |
| iShares Trust-iShares MSCI EAFE Value ETF | Mar 31, 2026 | 1.8M | 11.7M | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.