Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 24.6M | 46.8M | 0.3% |
| iShares, Inc.-iShares Core MSCI Emerging Markets ETF | Jan 31, 2026 | 23.0M | 43.8M | 0.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 16.1M | 30.5M | 0.2% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Oct 31, 2025 | 15.6M | 29.6M | 0.2% |
| First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I | Feb 28, 2026 | 7.5M | 14.3M | 0.1% |
| American Century ETF Trust-Avantis Emerging Markets Equity ETF | Mar 31, 2026 | 6.7M | 12.7M | 0.1% |
| AIM Intl Mutual Fd.s -Invesco Global Opportunities Fd. | Jan 31, 2026 | 5.5M | 10.4M | 0.1% |
| iShares, Inc.-iShares MSCI Emerging Markets ETF | Feb 28, 2026 | 5.1M | 9.7M | 0.1% |
| Pacer Funds Trust-Pacer Global Cash Cows Dividend ETF | Jan 31, 2026 | 5.0M | 9.5M | 0.1% |
| iShares Trust-iShares MSCI China ETF | Feb 28, 2026 | 5.4M | 10.2M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.