Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 81.1M | 1.5B | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 71.9M | 1.3B | 1.5% |
| Income Fund of America | Jan 31, 2026 | 68.2M | 1.2B | 1.4% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 60.5M | 1.1B | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 46.8M | 837.0M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 33.7M | 602.3M | 0.7% |
| Capital Income Builder | Jan 31, 2026 | 32.5M | 581.2M | 0.6% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Jan 31, 2026 | 30.9M | 552.9M | 0.6% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Dec 31, 2025 | 20.0M | 357.3M | 0.4% |
| Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F | Jan 31, 2026 | 19.4M | 347.3M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.