Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 46.6M | 12.1B | 1.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 46.3M | 12.0B | 1.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 30.1M | 7.8B | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 23.6M | 6.1B | 0.7% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 22.5M | 5.8B | 0.7% |
| Income Fund of America | Mar 31, 2026 | 15.7M | 4.1B | 0.5% |
| Capital Income Builder | Jan 31, 2026 | 15.0M | 3.9B | 0.4% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 12.4M | 3.2B | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 11.7M | 3.1B | 0.3% |
| iShares Trust-iShares MSCI EAFE ETF | Feb 28, 2026 | 11.1M | 2.9B | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.