Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Jan 31, 2026 | 11.6M | 383.4M | 5.6% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2026 | 4.0M | 132.1M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 3.0M | 100.0M | 1.5% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 2.6M | 86.9M | 1.3% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Feb 28, 2026 | 2.2M | 73.9M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.0M | 64.8M | 0.9% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Dec 31, 2025 | 1.8M | 59.5M | 0.9% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 1.8M | 59.7M | 0.9% |
| COHEN & STEERS INFRASTRUCTURE FUND INC | Dec 31, 2025 | 1.6M | 52.4M | 0.8% |
| -Price (T.Rowe) Real Assets Trust I | Sep 30, 2025 | 1.5M | 48.4M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.