Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares International Select Dividend ETF | Jan 31, 2026 | 3.3M | 56.0M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.1M | 53.5M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.0M | 35.1M | 0.8% |
| NYLI CBRE Global Infrastructure Megatrends Term Fund | Nov 30, 2025 | 1.9M | 33.2M | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 1.6M | 27.8M | 0.6% |
| First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I | Jan 31, 2026 | 1.1M | 19.5M | 0.4% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 1.0M | 17.5M | 0.4% |
| AQR Funds-AQR Long-Short Equity Fund | Dec 31, 2025 | 938.2K | 16.1M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jan 31, 2026 | 884.4K | 15.2M | 0.3% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 792.6K | 13.6M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.