Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 5.6M | 268.1M | 2.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 1.6M | 74.4M | 0.8% |
| -Victory Pioneer Multi-Asset Income Fund | Jan 31, 2026 | 1.4M | 65.5M | 0.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.2M | 57.4M | 0.6% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Dec 31, 2025 | 969.5K | 46.1M | 0.5% |
| Pioneer Series Trust VIII-Victory Pioneer International Equity Fund | Feb 28, 2026 | 894.3K | 42.6M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 774.1K | 36.8M | 0.4% |
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Feb 28, 2026 | 715.5K | 34.1M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 575.2K | 27.4M | 0.3% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Dec 31, 2025 | 562.0K | 26.8M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.