Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Capital Income Builder | Mar 31, 2026 | 11.0M | 365.7M | 5.3% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2026 | 4.0M | 132.8M | 1.9% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 3.1M | 101.8M | 1.5% |
| THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund | Dec 31, 2025 | 2.6M | 87.3M | 1.3% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | Mar 31, 2026 | 2.2M | 74.5M | 1.1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 2.0M | 65.2M | 0.9% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Dec 31, 2025 | 1.8M | 59.8M | 0.9% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 1.8M | 60.0M | 0.9% |
| COHEN & STEERS INFRASTRUCTURE FUND INC | Dec 31, 2025 | 1.6M | 52.6M | 0.8% |
| -Price (T.Rowe) Real Assets Trust I | Dec 31, 2025 | 1.4M | 47.0M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.