Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 35.9M | 1.6B | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 31.9M | 1.4B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 20.6M | 930.8M | 0.9% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 9.6M | 432.4M | 0.4% |
| iShares Trust-iShares Global Infrastructure ETF | Feb 28, 2026 | 7.7M | 350.1M | 0.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 7.4M | 336.3M | 0.3% |
| Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F | Jan 31, 2026 | 6.1M | 275.9M | 0.3% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Mar 31, 2026 | 5.3M | 238.8M | 0.2% |
| Income Fund of America | Mar 31, 2026 | 5M | 226.1M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd. | Jan 31, 2026 | 4.8M | 218.6M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.