Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.4M | 48.9M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.5M | 32.1M | 0.9% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jan 31, 2026 | 849.1K | 17.6M | 0.5% |
| AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd. | Nov 30, 2025 | 750K | 15.6M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 602.7K | 12.5M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 596.4K | 12.4M | 0.3% |
| iShares Trust-iShares Global Infrastructure ETF | Jan 31, 2026 | 575.5K | 11.9M | 0.3% |
| USCF ETF Trust-USCF Midstream Energy Income Fund | Dec 31, 2025 | 438.1K | 9.1M | 0.3% |
| Prudential Investment PORT.s 18-PGIM Jennison Energy Infrastructure Fd | Nov 30, 2025 | 371.9K | 7.7M | 0.2% |
| Managed Portfolio Series-Tortoise North American Pipeline Fund | Nov 30, 2025 | 363.8K | 7.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.