Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 4.5M | 61.7M | 0.4% |
| MFS Series Trust VI-MFS Utilities Fund | Jan 31, 2026 | 3.5M | 47.3M | 0.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 3.0M | 41.0M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 2.3M | 30.7M | 0.2% |
| MFS VARIABLE INSURANCE TRUST-MFS Utilities Series | Mar 31, 2026 | 1.5M | 20.7M | 0.1% |
| iShares Trust-iShares Global Clean Energy ETF | Apr 30, 2026 | 1.3M | 18.3M | 0.1% |
| First Trust Exchange-Traded Fund II-First Trust Global Wind Energy ETF | May 31, 2026 | 1.3M | 17.4M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 1.1M | 15.2M | 0.1% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 1.2M | 15.9M | 0.1% |
| ADVISORS' INNER CIRCLE III-Redwheel Next Generation Power Infrastructu | Mar 31, 2026 | 919.5K | 12.5M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.