Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 15.3M | 948.6M | 1.5% |
| AMERICAN MUTUAL FUND | Sep 30, 2026 | 15.3M | 949.9M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 10.2M | 630.6M | 1.0% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2026 | 8.6M | 530.9M | 0.8% |
| Investment Co of America | Sep 30, 2026 | 7.4M | 459.4M | 0.7% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Sep 30, 2026 | 6.9M | 427.4M | 0.7% |
| Capital Group Dividend Value ETF | Aug 31, 2026 | 6.3M | 388.0M | 0.6% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Sep 30, 2026 | 6.1M | 374.9M | 0.6% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Sep 30, 2026 | 5.3M | 327.6M | 0.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2026 | 4.9M | 300.6M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.