Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SmallCap World Fund Inc | Dec 31, 2025 | 6.3M | 116.8M | 3.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 2.4M | 44.2M | 1.4% |
| Templeton Funds-Templeton Foreign Fund | Feb 28, 2026 | 1.7M | 31.1M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.5M | 28.3M | 0.9% |
| HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund | Jan 31, 2026 | 1.5M | 27.5M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 1.2M | 22.7M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Jan 31, 2026 | 1.1M | 20.6M | 0.7% |
| VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund | Jan 31, 2026 | 1.1M | 20.1M | 0.6% |
| AQR Funds-AQR Long-Short Equity Fund | Dec 31, 2025 | 722.8K | 13.5M | 0.4% |
| AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund | Mar 31, 2026 | 676.7K | 12.6M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.