Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Smallcap World Fund | Jun 30, 2023 | 4.3M | 32.5M | 2.3% |
| New Economy Fund (The) | Sep 30, 2023 | 2.0M | 5.6M | 1.1% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 1.6M | 12.5M | 0.9% |
| Lazard International Strategic Equity Portfolio | Jun 30, 2023 | 1.6M | 11.6M | 0.8% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 958.1K | 7.2M | 0.5% |
| iShares Core MSCI EAFE ETF | Aug 31, 2023 | 612.5K | 3.4M | 0.3% |
| Fidelity Growth Company Fund | Aug 31, 2023 | 616.3K | 3.4M | 0.3% |
| Fidelity Select Portfolios - Biotechnology | Aug 31, 2023 | 534.3K | 3.0M | 0.3% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 471.7K | 2.6M | 0.3% |
| Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index | Jul 31, 2023 | 470.5K | 3.6M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.