Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 4.3M | 173.0M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 2.8M | 110.9M | 0.9% |
| DNP Select Income Fund Inc | Jul 31, 2025 | 1.7M | 67.0M | 0.6% |
| iShares Trust-iShares International Select Dividend ETF | Sep 30, 2025 | 1.2M | 47.9M | 0.4% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Sep 30, 2025 | 1.2M | 47.9M | 0.4% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jul 31, 2025 | 1.0M | 41.7M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2025 | 989.8K | 39.8M | 0.3% |
| First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd. | Sep 30, 2025 | 799.4K | 32.2M | 0.3% |
| Fidelity Concord Street TRT-Fidelity SAI Global ex U.S. Low Volatility | Sep 30, 2025 | 679.4K | 27.3M | 0.2% |
| Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund | Sep 30, 2025 | 558.5K | 22.5M | 0.2% |
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