Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.3M | 129.0M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.8M | 84.0M | 0.9% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 1.3M | 39.3M | 0.4% |
| First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu | Jan 31, 2026 | 1.1M | 33.4M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 1.1M | 32.6M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 1.0M | 30.3M | 0.3% |
| Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund | Jan 31, 2026 | 709.1K | 21.3M | 0.2% |
| Managed Portfolio Series-Tortoise North American Pipeline Fund | Nov 30, 2025 | 664.8K | 19.9M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 610.1K | 18.3M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 628.1K | 18.8M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.