Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 1.2M | 19.3M | 1.2% |
| HOTCHKIS & WILEY FUNDS/DE/-Hotchkis & Wiley Value Opportunities Fund | Dec 31, 2025 | 1.2M | 18.7M | 1.2% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 906.8K | 14.6M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 570.6K | 9.2M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 497.4K | 8.0M | 0.5% |
| HOTCHKIS & WILEY FUNDS/DE/-HW Opportunities MP Fund | Dec 31, 2025 | 289.3K | 4.6M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Mar 31, 2026 | 257.8K | 4.1M | 0.3% |
| JPMorgan Trust I-JPMorgan Developed International Value Fund | Jan 31, 2026 | 234.7K | 3.8M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 220.0K | 3.5M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 194.4K | 3.1M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.