Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 42.1M | 1.5B | 4.9% |
| Income Fund of America | Jan 31, 2026 | 24.4M | 857.5M | 2.9% |
| SmallCap World Fund Inc | Dec 31, 2025 | 21.4M | 752.1M | 2.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 19.7M | 693.2M | 2.3% |
| GLOBAL X FUNDS-Global X Copper Miners ETF | Feb 28, 2026 | 16.7M | 586.9M | 2.0% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 16.4M | 577.4M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 10.0M | 349.9M | 1.2% |
| Bernstein Fund Inc-International Strategic Equities Portfolio | Dec 31, 2025 | 8.1M | 283.1M | 0.9% |
| AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund | Dec 31, 2025 | 7.7M | 269.8M | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 6.7M | 234.3M | 0.8% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.