Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Jun 30, 2026 | 15.3M | 1.1B | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 15.2M | 1.1B | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 10.0M | 708.5M | 1.0% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 8.6M | 604.7M | 0.8% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Apr 30, 2026 | 8.6M | 605.2M | 0.8% |
| Investment Co of America | Jun 30, 2026 | 7.4M | 523.7M | 0.7% |
| Capital Group Dividend Value ETF | May 31, 2026 | 7.0M | 496.3M | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Jun 30, 2026 | 6.4M | 454.6M | 0.6% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | May 31, 2026 | 5.0M | 353.9M | 0.5% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Jun 30, 2026 | 4.7M | 334.2M | 0.5% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.