Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 81.1M | 1.1B | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 72.5M | 1.0B | 1.5% |
| Income Fund of America | Mar 31, 2026 | 68.2M | 962.6M | 1.4% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Mar 31, 2026 | 58.2M | 821.2M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Mar 31, 2026 | 47.9M | 675.8M | 1.0% |
| Capital Income Builder | Mar 31, 2026 | 40.6M | 573.2M | 0.8% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Apr 30, 2026 | 40.1M | 565.5M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 35.2M | 496.7M | 0.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 20.3M | 286.2M | 0.4% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 18.5M | 260.9M | 0.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.