Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.5M | 66.9M | 0.4% |
| MFS Series Trust VI-MFS Utilities Fund | Jan 31, 2026 | 3.5M | 51.8M | 0.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.9M | 43.7M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 2.2M | 32.6M | 0.2% |
| MFS VARIABLE INSURANCE TRUST-MFS Utilities Series | Dec 31, 2025 | 1.6M | 23.7M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 1.1M | 17.1M | 0.1% |
| iShares Trust-iShares Global Clean Energy ETF | Jan 31, 2026 | 1.2M | 17.9M | 0.1% |
| First Trust Exchange-Traded Fund II-First Trust Global Wind Energy ETF | Jan 31, 2026 | 1.0M | 15.5M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 1.1M | 16.2M | 0.1% |
| ADVISORS' INNER CIRCLE III-Redwheel Next Generation Power Infrastructu | Dec 31, 2025 | 868.0K | 12.9M | 0.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.