Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares International Select Dividend ETF | Apr 30, 2026 | 84.7M | 497.1M | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 58.9M | 345.5M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 36.3M | 213.1M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 32.2M | 188.9M | 0.4% |
| Fidelity Salem Street TRT-Fidelity SAI Intl Low Volatility Index Fd. | Apr 30, 2026 | 20.7M | 121.5M | 0.3% |
| First TRT Exch-Trd Fd. II-First TRT Dow Jones Global Select Dividend I | Apr 30, 2026 | 20.1M | 117.8M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Apr 30, 2026 | 16.9M | 98.9M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 16.1M | 94.4M | 0.2% |
| DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series | Jan 31, 2026 | 14.9M | 87.6M | 0.2% |
| iShares Trust-iShares International Equity Factor ETF | Apr 30, 2026 | 8.8M | 51.6M | 0.1% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.