Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Jun 30, 2026 | 170.4M | 2.2T | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Apr 30, 2026 | 153.8M | 2.0T | 1.3% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 145.2M | 1.9T | 1.2% |
| NEW PERSPECTIVE FUND | Jun 30, 2026 | 104.4M | 1.4T | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 101.7M | 1.3T | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Jun 30, 2026 | 70.1M | 908.9B | 0.6% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 68.2M | 885.0B | 0.6% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Jun 30, 2026 | 61.1M | 792.0B | 0.5% |
| MFS SERIES TRUST X-MFS International Intrinsic Value Fund | May 31, 2026 | 60.9M | 790.1B | 0.5% |
| Income Fund of America | Jun 30, 2026 | 54.8M | 710.7B | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.