Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 16.2M | 2.0B | 1.6% |
| First Eagle Funds-First Eagle Overseas Fund | Jan 31, 2026 | 13.1M | 1.6B | 1.3% |
| Fidelity Covington Trust-Fidelity High Dividend ETF | Feb 28, 2026 | 9.9M | 1.2B | 1.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 9.7M | 1.2B | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 6.3M | 761.9M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 4.8M | 588.5M | 0.5% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Feb 28, 2026 | 3.4M | 411.4M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 2.6M | 310.3M | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 2.4M | 292.4M | 0.2% |
| iShares Trust-iShares MSCI EAFE Value ETF | Jan 31, 2026 | 1.9M | 226.3M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.