Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF | Feb 28, 2026 | 95.0M | 161.5M | 3.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 27.8M | 47.2M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 23.3M | 39.6M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 13.3M | 22.7M | 0.4% |
| GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF | Feb 28, 2026 | 12.5M | 21.2M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 7.3M | 12.4M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 6.9M | 11.8M | 0.2% |
| SPROTT FUNDS TRUST-Sprott Critical Materials ETF | Dec 31, 2025 | 4.7M | 8.0M | 0.2% |
| SPROTT FUNDS TRUST-Sprott Lithium Miners ETF | Dec 31, 2025 | 4.0M | 6.8M | 0.1% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 4.1M | 7.0M | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.