Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 27.0M | 2.2B | 1.1% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 26.0M | 2.1B | 1.0% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 19.0M | 1.5B | 0.8% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 18.4M | 1.5B | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 17.3M | 1.4B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 13.7M | 1.1B | 0.6% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | Nov 30, 2025 | 9.7M | 776.2M | 0.4% |
| Income Fund of America | Jan 31, 2026 | 9.1M | 724.8M | 0.4% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 8.3M | 659.6M | 0.3% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Dec 31, 2025 | 7.5M | 596.0M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.