Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares International Select Dividend ETF | Jan 31, 2026 | 40.7M | 70.4M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 25.3M | 43.7M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 16.5M | 28.5M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 13.5M | 23.3M | 0.7% |
| First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I | Jan 31, 2026 | 12.6M | 21.9M | 0.7% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 7.3M | 12.6M | 0.4% |
| GLOBAL X FUNDS-Global X SuperDividend ETF | Jan 31, 2026 | 7.0M | 12.2M | 0.4% |
| American Century ETF Trust-Avantis International Equity ETF | Jan 31, 2026 | 4.7M | 8.2M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Oct 31, 2025 | 3.8M | 6.5M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Nov 30, 2025 | 3.5M | 6.0M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.