Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 15.3M | 823.4M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 15.1M | 808.2M | 1.5% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 9.8M | 526.0M | 0.9% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 8.9M | 479.5M | 0.9% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 8.6M | 460.1M | 0.8% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 7.4M | 397.7M | 0.7% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 7.4M | 398.2M | 0.7% |
| Capital Income Builder | Jan 31, 2026 | 6.0M | 324.1M | 0.6% |
| Capital Group Dividend Value ETF | Nov 30, 2025 | 5.9M | 317.6M | 0.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 5.1M | 272.1M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.