Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis International Small Cap Value ETF | Apr 30, 2026 | 4.4M | 12.5M | 0.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.0M | 8.6M | 0.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 2.8M | 8.1M | 0.2% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 2.4M | 7.0M | 0.2% |
| NYLI CBRE Global Infrastructure Megatrends Term Fund | Feb 28, 2026 | 2.2M | 6.3M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 1.5M | 4.4M | 0.1% |
| Procure ETF Trust II-Procure Space ETF | Jan 31, 2026 | 1.2M | 3.4M | 0.1% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Apr 30, 2026 | 1.2M | 3.3M | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 901.5K | 2.6M | 0.1% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 753.4K | 2.2M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.