Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jul 31, 2026 | 2.9M | 272.4M | 2.3% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Jul 31, 2026 | 2.0M | 187.2M | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 1.5M | 143.2M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 992.5K | 92.7M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 879.6K | 82.1M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jul 31, 2026 | 810.6K | 75.7M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2026 | 679.2K | 63.4M | 0.5% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund | Jul 31, 2026 | 616.5K | 57.6M | 0.5% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jul 31, 2026 | 541.1K | 50.5M | 0.4% |
| Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund | Jul 31, 2026 | 478.7K | 44.7M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.