Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 7.1M | 744.2M | 1.5% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 6.4M | 676.9M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.6M | 483.8M | 1.0% |
| FlexShares TRT-FlexShares Morningstar Global Upstream Natural Resource | Feb 28, 2026 | 3.9M | 413.9M | 0.8% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 3.4M | 362.5M | 0.7% |
| SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources | Feb 28, 2026 | 3.3M | 349.4M | 0.7% |
| First Eagle Funds-First Eagle Overseas Fund | Jan 31, 2026 | 3.0M | 316.5M | 0.6% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 2.9M | 305.2M | 0.6% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2026 | 2.5M | 261.1M | 0.5% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 2.4M | 252.8M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.