Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares International Select Dividend ETF | Jan 31, 2026 | 1.4M | 29.3M | 2.2% |
| First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I | Jan 31, 2026 | 589.3K | 12.6M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 394.8K | 8.4M | 0.6% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jan 31, 2026 | 322.5K | 6.9M | 0.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 315.8K | 6.7M | 0.5% |
| Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF | Dec 31, 2025 | 289.0K | 6.2M | 0.5% |
| Bernstein Fund Inc-International Small Cap Portfolio | Dec 31, 2025 | 229.7K | 4.9M | 0.4% |
| Cambria ETF Trust-Cambria Foreign Shareholder Yield ETF | Feb 28, 2026 | 231.5K | 4.9M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 219.1K | 4.7M | 0.3% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Jan 31, 2026 | 131.3K | 2.8M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.