Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 4.3M | 109.5M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.7M | 70.0M | 0.9% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Sep 30, 2025 | 1.2M | 30.6M | 0.4% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jul 31, 2025 | 1.0M | 26.4M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2025 | 982.8K | 25.2M | 0.3% |
| Two Roads Shared Trust-Recurrent MLP & Infrastructure Fund | Jul 31, 2025 | 929.2K | 23.8M | 0.3% |
| First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu | Sep 30, 2025 | 874.0K | 22.4M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 853.9K | 21.9M | 0.3% |
| Managed Portfolio Series-Tortoise North American Pipeline Fund | Aug 31, 2025 | 662.9K | 17.0M | 0.2% |
| Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund | Sep 30, 2025 | 558.0K | 14.3M | 0.2% |
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Holders
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