Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Feb 28, 2026 | 2.1M | 144.5M | 2.4% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 1.0M | 71.6M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.0M | 71.3M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 833.9K | 58.4M | 1.0% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 700.2K | 49.0M | 0.8% |
| TRANSAMERICA FUNDS-Transamerica International Equity | Jan 31, 2026 | 668.4K | 46.8M | 0.8% |
| SmallCap World Fund Inc | Mar 31, 2026 | 400.9K | 28.1M | 0.5% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Apr 30, 2026 | 382.7K | 26.8M | 0.5% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund | Feb 28, 2026 | 376.8K | 26.4M | 0.4% |
| Bridge Builder Trust-Bridge Builder International Equity Fund | Mar 31, 2026 | 335.3K | 23.5M | 0.4% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.