Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.5M | 53.4M | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 966.5K | 35.4M | 0.9% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Dec 31, 2025 | 522.9K | 19.1M | 0.5% |
| iShares Trust-iShares Global Clean Energy ETF | Jan 31, 2026 | 450.4K | 16.5M | 0.4% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jan 31, 2026 | 431.0K | 15.8M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 365.5K | 13.4M | 0.4% |
| BlackRock Utilities, Infrastructure & Power Opportunities Trust | Dec 31, 2025 | 315.6K | 11.5M | 0.3% |
| First Trust Exchange-Traded Fund II-First Trust Global Wind Energy ETF | Jan 31, 2026 | 299.4K | 11.0M | 0.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 242.5K | 8.9M | 0.2% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 226.9K | 8.3M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.