Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Mar 31, 2026 | 2.7M | 675.3M | 2.2% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 1.2M | 302.4M | 1.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.0M | 258.1M | 0.8% |
| VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund | Jan 31, 2026 | 726.1K | 182.6M | 0.6% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Mar 31, 2026 | 669.5K | 168.4M | 0.5% |
| Fidelity Contrafund | Apr 30, 2026 | 652.8K | 164.2M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 661.8K | 166.4M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 530.1K | 133.3M | 0.4% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 454.2K | 114.2M | 0.4% |
| JNL Series Trust-JNL/CAUSEWAY INTERNATIONAL VALUE SELECT FUND | Mar 31, 2026 | 428.4K | 107.8M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.