Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 831.7K | 53.2M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 542.0K | 34.7M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 414.2K | 26.5M | 0.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 298.9K | 19.1M | 0.4% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jan 31, 2026 | 277.2K | 17.7M | 0.4% |
| Fidelity Capital Trust-Fidelity Value Fund | Feb 28, 2026 | 247.3K | 15.8M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 207.6K | 13.3M | 0.3% |
| ROYCE SMALL-CAP TRUST, INC. | Dec 31, 2025 | 173.2K | 11.1M | 0.2% |
| ROYCE FUND-Royce Small-Cap Fund | Dec 31, 2025 | 164.2K | 10.5M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 123.1K | 7.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.