Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 3.3M | 224.8M | 3.2% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Mar 31, 2026 | 2.5M | 169.5M | 2.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 1.0M | 69.8M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 680.0K | 46.1M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | May 31, 2026 | 525.2K | 35.6M | 0.5% |
| New World Fund Inc | Apr 30, 2026 | 492.9K | 33.4M | 0.5% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund | Apr 30, 2026 | 378.9K | 25.7M | 0.4% |
| Dimensional ETF Trust-Dimensional International Small Cap Value ETF | Apr 30, 2026 | 386.4K | 26.2M | 0.4% |
| JNL Series Trust-JNL/CAUSEWAY INTERNATIONAL VALUE SELECT FUND | Mar 31, 2026 | 343.6K | 23.3M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | May 31, 2026 | 273.6K | 18.5M | 0.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.