Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund | Jan 31, 2026 | 3.2M | 26.6M | 2.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.0M | 16.7M | 1.3% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 2.0M | 16.6M | 1.3% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 1.4M | 11.9M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.3M | 10.9M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.1M | 9.2M | 0.7% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | Dec 31, 2025 | 1.0M | 8.2M | 0.6% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Jan 31, 2026 | 930.0K | 7.6M | 0.6% |
| Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund | Dec 31, 2025 | 832K | 6.8M | 0.5% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 564.1K | 4.6M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.