Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| American Century ETF Trust-Avantis International Small Cap Value ETF | Feb 28, 2026 | 2.9M | 385.3M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.5M | 200.8M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 973.1K | 130.2M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 750.2K | 100.4M | 0.4% |
| Advisor Managed Portfolios-Miller Income Fund | Dec 31, 2025 | 565K | 75.6M | 0.3% |
| Cambria ETF Trust-Cambria Foreign Shareholder Yield ETF | Feb 28, 2026 | 539.2K | 72.1M | 0.3% |
| WisdomTree Trust-WisdomTree International SmallCap Dividend Fund | Feb 28, 2026 | 496.8K | 66.5M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Feb 28, 2026 | 416.6K | 55.7M | 0.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 374.3K | 50.1M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jan 31, 2026 | 378.6K | 50.7M | 0.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.