Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.5M | 63.8M | 0.4% |
| MFS Series Trust VI-MFS Utilities Fund | Jan 31, 2026 | 3.5M | 49.3M | 0.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.9M | 41.7M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.2M | 31.1M | 0.2% |
| MFS VARIABLE INSURANCE TRUST-MFS Utilities Series | Dec 31, 2025 | 1.6M | 22.6M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.1M | 16.3M | 0.1% |
| iShares Trust-iShares Global Clean Energy ETF | Jan 31, 2026 | 1.2M | 17.0M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 1.1M | 15.4M | 0.1% |
| First Trust Exchange-Traded Fund II-First Trust Global Wind Energy ETF | Jan 31, 2026 | 1.0M | 14.8M | 0.1% |
| ADVISORS' INNER CIRCLE III-Redwheel Next Generation Power Infrastructu | Dec 31, 2025 | 868.0K | 12.3M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.