Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 6.4M | 61.0M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 4.1M | 39.5M | 0.9% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 3.9M | 37.4M | 0.9% |
| SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Natural Resources | Feb 28, 2026 | 3.7M | 36.0M | 0.9% |
| FINANCIAL INVESTORS TRUST-Seafarer Overseas Growth and Income Fund | Jan 31, 2026 | 3.2M | 30.5M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 3.0M | 29.1M | 0.7% |
| Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND | Dec 31, 2025 | 2.1M | 19.8M | 0.5% |
| Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND | Dec 31, 2025 | 2.1M | 19.7M | 0.5% |
| Franklin Mutual Series Funds-FRANKLIN MUTUAL INTERNATIONAL VALUE FUND | Dec 31, 2025 | 1.8M | 17.4M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 1.7M | 16.1M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.