Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu | Sep 30, 2025 | 1.1M | 43.7M | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.1M | 41.7M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 683.4K | 27.1M | 0.7% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jul 31, 2025 | 390.6K | 15.5M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2025 | 246.1K | 9.8M | 0.2% |
| First TRT Exch-Trd Fd. VIII-FT Energy Income Part. Enhanced Income ETF | Aug 31, 2025 | 209.7K | 8.3M | 0.2% |
| Victory Portfolios-Victory RS Global Fund | Sep 30, 2025 | 190.0K | 7.5M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 171.4K | 6.8M | 0.2% |
| First TRT Exch-Trd Fd. IV-FT Energy Income Part. Strategy ETF | Sep 30, 2025 | 160.8K | 6.4M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Aug 31, 2025 | 143.7K | 5.7M | 0.1% |
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