Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Jan 31, 2026 | 286.5M | 1.3B | 1.7% |
| Income Fund of America | Jan 31, 2026 | 175.4M | 822.8M | 1.1% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 159.0M | 745.6M | 1.0% |
| ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND | Dec 31, 2025 | 149.7M | 702.2M | 0.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 104.9M | 492.1M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 67.6M | 316.9M | 0.4% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 65.1M | 305.5M | 0.4% |
| iShares Trust-iShares Core MSCI EAFE ETF | Feb 28, 2026 | 52.7M | 247.0M | 0.3% |
| HARTFORD MUTUAL Fd.S II INC-Hartford Schroders Intl Stock Fd. | Jan 31, 2026 | 45.3M | 212.5M | 0.3% |
| Fidelity Investment Trust-Fidelity Series International Value Fund | Feb 28, 2026 | 43.8M | 205.2M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.