Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Mar 31, 2026 | 156.2M | 2.1T | 1.3% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 153.8M | 2.0T | 1.3% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 152.0M | 2.0T | 1.3% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 104.4M | 1.4T | 0.9% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 99.3M | 1.3T | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 97.1M | 1.3T | 0.8% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 78.4M | 1.0T | 0.7% |
| EuroPacific Growth Fund-EUPAC Fund | Mar 31, 2026 | 73.2M | 965.6B | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Mar 31, 2026 | 70.3M | 928.0B | 0.6% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Dec 31, 2025 | 66.8M | 882.1B | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.