Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.7M | 113.8M | 1.4% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Feb 28, 2026 | 3.2M | 97.1M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.4M | 74.1M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.6M | 47.8M | 0.6% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 865.2K | 26.6M | 0.3% |
| Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF | Feb 28, 2026 | 738.9K | 22.7M | 0.3% |
| J.P. Morgan Exchange-Traded Fund Trust-JPMorgan BetaBuilders Japan ETF | Jan 31, 2026 | 746.1K | 22.9M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 553.5K | 17.0M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 533.5K | 16.4M | 0.2% |
| AB Active ETFs, Inc.-AB Disruptors ETF | Jan 31, 2026 | 425.2K | 13.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.