Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 11.3M | 78.9M | 1.5% |
| Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund | Sep 30, 2025 | 11.0M | 76.9M | 1.4% |
| Virtus Equity Trust-Virtus KAR Small-Cap Core Fund | Sep 30, 2025 | 8.9M | 62.5M | 1.2% |
| SmallCap World Fund Inc | Sep 30, 2025 | 8.8M | 61.6M | 1.2% |
| AIM Intl Mutual Fd.s -Invesco Oppenheimer Intl Growth Fd. | Jul 31, 2025 | 7.4M | 52.1M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 7.2M | 50.2M | 0.9% |
| Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Intl Small Company F | Sep 30, 2025 | 6.2M | 43.5M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 5.3M | 37.1M | 0.7% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Sep 30, 2025 | 4.5M | 31.5M | 0.6% |
| Virtus Opportunities Trust-Virtus KAR International Small-Mid Cap Fund | Sep 30, 2025 | 4.4M | 30.5M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.