Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 286.7K | 43.3M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 193.2K | 29.2M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jul 31, 2026 | 162.4K | 24.5M | 0.3% |
| AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd. | Apr 30, 2026 | 145.4K | 22.0M | 0.3% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Jul 31, 2026 | 97.1K | 14.7M | 0.2% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Apr 30, 2026 | 88.0K | 13.3M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Jul 31, 2026 | 77.2K | 11.7M | 0.2% |
| iShares Trust-iShares MSCI EAFE Min Vol Factor ETF | Jul 31, 2026 | 75.6K | 11.4M | 0.1% |
| iShares Trust-iShares MSCI EAFE ETF | Jul 31, 2026 | 73.9K | 11.2M | 0.1% |
| ADVISORS' INNER CIRCLE III-Redwheel Next Generation Power Infrastructu | Jun 30, 2026 | 58.5K | 8.8M | 0.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.