Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| John Hancock Investment Trust-Disciplined Value International Fund | Jan 31, 2026 | 4.7M | 167.2M | 1.8% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 4.7M | 165.3M | 1.8% |
| SmallCap World Fund Inc | Dec 31, 2025 | 4.0M | 140.9M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.8M | 133.2M | 1.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 3.7M | 131.1M | 1.4% |
| MFS SERIES TRUST I-MFS Research International Fund | Nov 30, 2025 | 3.3M | 116.2M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.4M | 86.8M | 0.9% |
| FMI Funds Inc-International Fund | Dec 31, 2025 | 2.3M | 80.4M | 0.9% |
| NEW ECONOMY FUND | Dec 31, 2025 | 1.9M | 68.4M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.8M | 64.4M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.