Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Columbia Funds Series Trust-Columbia Overseas Value Fund | Nov 30, 2025 | 4.5M | 51.4M | 2.9% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Jan 31, 2026 | 3.6M | 41.8M | 2.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 2.2M | 25.8M | 1.5% |
| Aegis Funds-Aegis Value Fund | Dec 31, 2025 | 2.2M | 25.1M | 1.4% |
| Columbia Fd.s Varbl Series TRT II-Columbia Varbl PORT. - Overseas Core | Dec 31, 2025 | 1.9M | 22.0M | 1.3% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Dec 31, 2025 | 1.8M | 20.9M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.4M | 16.6M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 1.3M | 15.3M | 0.9% |
| First Trust Exchange-Traded Fund-First Trust Natural Gas ETF | Jan 31, 2026 | 732.0K | 8.4M | 0.5% |
| Dimensional ETF Trust-Dimensional International Small Cap Value ETF | Jan 31, 2026 | 614.7K | 7.1M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.