Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.5M | 93.7M | 0.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.9M | 61.5M | 0.3% |
| Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF | Jan 31, 2026 | 1.5M | 31.5M | 0.2% |
| First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd. | Jan 31, 2026 | 1.4M | 29.6M | 0.2% |
| Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund | Jan 31, 2026 | 1.3M | 27.8M | 0.1% |
| DNP Select Income Fund Inc | Jan 31, 2026 | 1.1M | 23.6M | 0.1% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF | Jan 31, 2026 | 1.0M | 22.0M | 0.1% |
| FlexShares TRT-FlexShares STOXX Global Broad Infrastructure Index Fd. | Feb 28, 2026 | 872.3K | 18.3M | 0.1% |
| Legg Mason ETF Investment TRT-Franklin Intl Low Volatility High Divide | Jan 31, 2026 | 835.3K | 17.5M | 0.1% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF | Nov 30, 2025 | 782.1K | 16.4M | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.