Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 26.7M | 8.3B | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 23.0M | 7.1B | 1.5% |
| Capital Income Builder | Jan 31, 2026 | 20.9M | 6.5B | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 14.5M | 4.5B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 10.9M | 3.4B | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 8.0M | 2.5B | 0.5% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 5.7M | 1.8B | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 5.8M | 1.8B | 0.4% |
| iShares Trust-iShares MSCI EAFE ETF | Jan 31, 2026 | 5.5M | 1.7B | 0.3% |
| AMERICAN FUNDS GLOBAL BALANCED FUND | Jan 31, 2026 | 5.2M | 1.6B | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.