Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity School Street Trust-Fidelity Advisor Multi-Asset Income Fund | Feb 28, 2026 | 5.5M | 63.6M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.9M | 44.8M | 1.3% |
| American Century Mutual Funds, Inc.-Small Cap Growth Fund | Jan 31, 2026 | 3.7M | 43.0M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.5M | 29.2M | 0.9% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jan 31, 2026 | 1.4M | 15.7M | 0.5% |
| Variable Insurance Products Fund III-VIP Mid Cap Portfolio | Feb 28, 2026 | 1.1M | 12.9M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 1.1M | 12.7M | 0.4% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Oct 31, 2025 | 971.2K | 11.2M | 0.3% |
| SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E | Jan 31, 2026 | 811.5K | 9.3M | 0.3% |
| SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF | Nov 30, 2025 | 578.6K | 6.7M | 0.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.