Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.3M | 302.0M | 0.6% |
| GLOBAL X FUNDS-Global X Defense Tech ETF | Apr 30, 2026 | 1.2M | 283.7M | 0.6% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 1.2M | 278.0M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 842.9K | 194.6M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 659.4K | 152.3M | 0.3% |
| MFS SERIES TRUST I-MFS Research International Fund | Feb 28, 2026 | 610.5K | 141.0M | 0.3% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF | Apr 30, 2026 | 620.9K | 143.4M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 345.0K | 79.7M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Apr 30, 2026 | 323.4K | 74.7M | 0.2% |
| BBH Trust-BBH Partner Fund - International Equity | Jan 31, 2026 | 271.9K | 62.8M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.