Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 83.1M | 2.0B | 4.4% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 40.1M | 957.9M | 2.1% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 38.2M | 913.3M | 2.0% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 30.0M | 715.8M | 1.6% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 24.8M | 593.5M | 1.3% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 20.2M | 482.1M | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 18.1M | 433.2M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 13.0M | 311.5M | 0.7% |
| Smead Funds Trust-Smead Value Fund | Nov 30, 2025 | 12.3M | 294.4M | 0.7% |
| -Price (T.Rowe) International Value Equity Trust | Sep 30, 2025 | 11.1M | 264.2M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.