Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Nov 30, 2025 | 2.9M | 25.4M | 2.4% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 1.5M | 13.1M | 1.2% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Oct 31, 2025 | 1.4M | 11.9M | 1.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT. | Oct 31, 2025 | 1.1M | 9.5M | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 957.6K | 8.3M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Dec 31, 2025 | 828.4K | 7.2M | 0.7% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Oct 31, 2025 | 689.7K | 6.0M | 0.6% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund | Nov 30, 2025 | 536.0K | 4.6M | 0.4% |
| College Retirement Equities Fd.-College Retirement Equities Fd. - Stoc | Sep 30, 2025 | 523.8K | 4.5M | 0.4% |
| Fidelity Investment Trust-Fidelity Series International Small Cap Fund | Nov 30, 2025 | 435K | 3.8M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.