Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Franklin Custodian Funds-Utilities Fund | Jun 30, 2023 | 8M | 46.4M | 2.1% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 5.3M | 32.2M | 1.4% |
| PGIM Jennison Utility Fd | Aug 31, 2023 | 4.1M | 22.6M | 1.1% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 3.2M | 18.4M | 0.8% |
| DFA International Small Cap Value Portfolio | Jul 31, 2023 | 2.6M | 15.9M | 0.7% |
| DFA United Kingdom Small Company Series | Jul 31, 2023 | 2.5M | 14.9M | 0.6% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 2.4M | 13.0M | 0.6% |
| Avantis International Small Cap Value ETF | Sep 30, 2023 | 1.9M | 8.4M | 0.5% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 1.8M | 10.9M | 0.5% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 1.7M | 9.4M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.