Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Professionally Managed Portfolios-Akre Focus ETF | Jan 31, 2026 | 416.7K | 739.3M | 2.0% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 360.5K | 639.6M | 1.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 289.3K | 513.3M | 1.4% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 242.7K | 430.6M | 1.2% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Dec 31, 2025 | 232.7K | 412.7M | 1.1% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 221.0K | 392.1M | 1.0% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 186.8K | 331.5M | 0.9% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2026 | 149.4K | 265.1M | 0.7% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Dec 31, 2025 | 144.5K | 256.4M | 0.7% |
| Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund | Feb 28, 2026 | 88.3K | 156.6M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.