Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 14.5M | 679.6M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 13.6M | 636.6M | 1.4% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 11.6M | 544.0M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 8.8M | 410.8M | 0.9% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | Apr 30, 2026 | 6.7M | 312.3M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 6.6M | 308.4M | 0.7% |
| First Eagle Funds-First Eagle Overseas Fund | Jan 31, 2026 | 5.9M | 275.2M | 0.6% |
| iShares, Inc.-iShares MSCI Japan ETF | Mar 31, 2026 | 3.7M | 171.4M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 3.4M | 161.1M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Mar 31, 2026 | 3.2M | 151.6M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.