Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 122.9M | 1.8B | 1.5% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 116.9M | 1.7B | 1.4% |
| EuroPacific Growth Fund-EUPAC Fund | Sep 30, 2025 | 100.5M | 1.5B | 1.2% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2025 | 81.3M | 1.2B | 1.0% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 79.1M | 1.2B | 0.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 79.1M | 1.2B | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 78.5M | 1.2B | 0.9% |
| INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund | Sep 30, 2025 | 74.0M | 1.1B | 0.9% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 71.9M | 1.1B | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 57.0M | 848.9M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.