Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 106.9M | 1.0B | 1.4% |
| EuroPacific Growth Fund-EUPAC Fund | Dec 31, 2025 | 97.5M | 926.0M | 1.3% |
| New World Fund Inc | Mar 31, 2026 | 57.3M | 544.3M | 0.7% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 41.8M | 396.7M | 0.5% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd | Jan 31, 2026 | 39.0M | 370.0M | 0.5% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 38.7M | 367.1M | 0.5% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 35.4M | 336.4M | 0.5% |
| iShares, Inc.-iShares Core MSCI Emerging Markets ETF | Jan 31, 2026 | 33.4M | 317.5M | 0.4% |
| iShares, Inc.-iShares MSCI Mexico ETF | Feb 28, 2026 | 28.3M | 268.5M | 0.4% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 22M | 208.9M | 0.3% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.