Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 3.3M | 192.0M | 3.2% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 2.0M | 114.9M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.0M | 60.0M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 663.2K | 38.4M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 524.3K | 30.3M | 0.5% |
| New World Fund Inc | Mar 31, 2026 | 492.9K | 28.5M | 0.5% |
| Fidelity Capital Trust-Fidelity Value Fund | Mar 31, 2026 | 460.1K | 26.6M | 0.4% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Mar 31, 2026 | 378.9K | 21.9M | 0.4% |
| JNL Series Trust-JNL/CAUSEWAY INTERNATIONAL VALUE SELECT FUND | Dec 31, 2025 | 323.6K | 18.7M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Mar 31, 2026 | 267.6K | 15.5M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.