Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 2.4M | 44.7M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 1.5M | 28.6M | 0.9% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jul 31, 2025 | 849.1K | 16.1M | 0.5% |
| AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd. | Aug 31, 2025 | 750K | 14.2M | 0.5% |
| Prudential Investment PORT.s 18-PGIM Jennison Energy Infrastructure Fd | Aug 31, 2025 | 650.5K | 12.3M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 650.3K | 12.3M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2025 | 539.2K | 10.2M | 0.3% |
| USCF ETF Trust-USCF Midstream Energy Income Fund | Sep 30, 2025 | 472.7K | 9.0M | 0.3% |
| Ultimus Managers Trust-Westwood Salient MLP & Energy | Jul 31, 2025 | 414.7K | 7.9M | 0.3% |
| Managed Portfolio Series-Tortoise North American Pipeline Fund | Aug 31, 2025 | 363.1K | 6.9M | 0.2% |
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