Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 492.7K | 43.8M | 2.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 330.4K | 29.4M | 1.5% |
| ETF Series Solutions-Defiance Quantum ETF | Dec 31, 2025 | 292.2K | 26.0M | 1.3% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Jan 31, 2026 | 263.9K | 23.5M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 212.1K | 18.9M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 178.7K | 15.9M | 0.8% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 123.3K | 11.0M | 0.6% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Dec 31, 2025 | 120.1K | 10.7M | 0.5% |
| SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E | Mar 31, 2026 | 93.9K | 8.4M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Feb 28, 2026 | 86.7K | 7.7M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.