Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 3.7M | 27.0M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.0M | 21.9M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.0M | 14.5M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.6M | 11.7M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Real Estate Securities PO | Jan 31, 2026 | 1.5M | 11.0M | 0.7% |
| Principal Funds, Inc-Global Real Estate Securities Fund | Jan 31, 2026 | 1.1M | 8.3M | 0.5% |
| Columbia Acorn Trust-Columbia Acorn International | Dec 31, 2025 | 1.1M | 8.0M | 0.5% |
| CBRE Global Real Estate Income Fund | Dec 31, 2025 | 829.6K | 6.0M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 817.0K | 5.9M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde | Oct 31, 2025 | 795.6K | 5.8M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.