Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Oct 31, 2025 | 290.7K | 12.5M | 0.5% |
| Pear Tree Funds-Pear Tree Polaris Foreign Value Small Cap Fund | Dec 31, 2025 | 235.6K | 10.1M | 0.4% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Dec 31, 2025 | 193.3K | 8.3M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 176.8K | 7.6M | 0.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 166.2K | 7.2M | 0.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 122.7K | 5.3M | 0.2% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Oct 31, 2025 | 117.9K | 5.1M | 0.2% |
| MFS Series Trust V-MFS International New Discovery Fund | Dec 31, 2025 | 117.0K | 5.0M | 0.2% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 95.0K | 4.1M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Oct 31, 2025 | 78.1K | 3.4M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.