Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Cybersecurity and Tech ETF | Jul 31, 2026 | 3.4M | 7.1M | 1.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jul 31, 2026 | 1.7M | 3.5M | 0.7% |
| DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series | Apr 30, 2026 | 1.1M | 2.2M | 0.5% |
| Federated Hermes World Investment Series, Inc.-Federated Hermes Intl S | Jun 30, 2026 | 1M | 2.1M | 0.4% |
| Dimensional ETF Trust-Dimensional International Small Cap Value ETF | Apr 30, 2026 | 919.2K | 1.9M | 0.4% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Jul 31, 2026 | 875.0K | 1.8M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Apr 30, 2026 | 661.9K | 1.4M | 0.3% |
| Dimensional ETF Trust-Dimensional International Small Cap ETF | Apr 30, 2026 | 361.2K | 754.8K | 0.2% |
| iShares Trust-iShares Core MSCI Total International Stock ETF | Jul 31, 2026 | 357.8K | 747.7K | 0.2% |
| iShares Trust-iShares Core MSCI International Developed Markets ETF | Jul 31, 2026 | 309.0K | 645.9K | 0.1% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.