Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 2.8M | 147.8M | 2.7% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 2.0M | 103.3M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.0M | 54.0M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 663.2K | 34.5M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 510.6K | 26.6M | 0.5% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 411.9K | 21.4M | 0.4% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Dec 31, 2025 | 389.4K | 20.2M | 0.4% |
| New World Fund Inc | Jan 31, 2026 | 373.2K | 19.4M | 0.4% |
| JNL Series Trust-JNL/CAUSEWAY INTERNATIONAL VALUE SELECT FUND | Dec 31, 2025 | 323.6K | 16.8M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 265.2K | 13.8M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.