Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Jan 31, 2026 | 19.1M | 1.0B | 0.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 16.2M | 874.1M | 0.5% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 15.2M | 818.2M | 0.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 12.5M | 674.6M | 0.4% |
| Capital Income Builder | Jan 31, 2026 | 11.5M | 622.1M | 0.4% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 10.4M | 564.3M | 0.3% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 7.9M | 425.9M | 0.3% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jan 31, 2026 | 7.7M | 417.4M | 0.3% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 7.4M | 398.8M | 0.2% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Feb 28, 2026 | 4.0M | 214.9M | 0.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.