Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND | Dec 31, 2025 | 540.8K | 34.1M | 1.3% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Dec 31, 2025 | 401.6K | 25.3M | 1.0% |
| Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND | Dec 31, 2025 | 330.3K | 20.8M | 0.8% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 284.7K | 18.0M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 180.6K | 11.4M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 160.6K | 10.1M | 0.4% |
| SPROTT FOCUS TRUST INC.-Sprott Focus Trust Inc | Dec 31, 2025 | 150K | 9.5M | 0.4% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 101.6K | 6.4M | 0.3% |
| Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund | Jan 31, 2026 | 90.4K | 5.7M | 0.2% |
| SEI Inst. INVESTMENTS TRT-SIIT Global Mnged Volatility Fd. | Feb 28, 2026 | 77.2K | 4.9M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.