Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 8.2M | 792.6M | 1.3% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 6.4M | 622.1M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 5.3M | 511.1M | 0.9% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 5.3M | 510.9M | 0.9% |
| -Price (T.Rowe) International Growth Equity Trust | Dec 31, 2025 | 3.4M | 331.6M | 0.6% |
| MFS Series Trust XVII-MFS International Equity Fund | Dec 31, 2025 | 2.7M | 262.5M | 0.4% |
| T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd. | Jan 31, 2026 | 2.5M | 241.2M | 0.4% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 2.3M | 223.7M | 0.4% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 2.2M | 216.9M | 0.4% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 1.9M | 180.4M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.