Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund | Sep 30, 2025 | 2.7M | 46.2M | 2.8% |
| iShares Trust-iShares International Select Dividend ETF | Sep 30, 2025 | 2.3M | 40.1M | 2.4% |
| American Century ETF Trust-Avantis International Small Cap Value ETF | Oct 31, 2025 | 2.1M | 36.9M | 2.2% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 1.9M | 33.1M | 2.0% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 1.4M | 23.9M | 1.4% |
| GLOBAL X FUNDS-Global X SuperDividend ETF | Sep 30, 2025 | 899.3K | 15.6M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 884.1K | 15.3M | 0.9% |
| Fidelity Puritan Trust-Fidelity Value Discovery Fund | Sep 30, 2025 | 723.9K | 12.5M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jul 31, 2025 | 688.9K | 11.9M | 0.7% |
| Aegis Funds-Aegis Value Fund | Sep 30, 2025 | 687.2K | 11.9M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.