Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Investment Trust-Fidelity International Small Cap Fund | Feb 28, 2026 | 3.3M | 30.1M | 0.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.1M | 10.0M | 0.2% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jan 31, 2026 | 1.1M | 9.7M | 0.2% |
| Gabelli Utilities Fund-The Gabelli Utilities Fund | Mar 31, 2026 | 980K | 8.9M | 0.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 697.6K | 6.3M | 0.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jan 31, 2026 | 532.4K | 4.8M | 0.1% |
| Gabelli Dividend & Income Trust | Mar 31, 2026 | 295K | 2.7M | 0.0% |
| JPMorgan Trust I-JPMorgan Developed International Value Fund | Jan 31, 2026 | 207.3K | 1.9M | 0.0% |
| SCHWAB STRATEGIC TRUST-Schwab International Equity ETF | Feb 28, 2026 | 211.5K | 1.9M | 0.0% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Intl Value ETF | Jan 31, 2026 | 193.8K | 1.8M | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.