Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 11.4M | 749.8M | 3.3% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 9.0M | 593.3M | 2.6% |
| Income Fund of America | Jan 31, 2026 | 8.7M | 572.0M | 2.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 4.7M | 309.1M | 1.4% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 4.6M | 302.1M | 1.3% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 3.1M | 201.1M | 0.9% |
| Capital Income Builder | Jan 31, 2026 | 2.4M | 161.2M | 0.7% |
| Fidelity Investment Trust-Fidelity Series Canada Fund | Feb 28, 2026 | 2.4M | 157.5M | 0.7% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND | Jan 31, 2026 | 2.1M | 141.5M | 0.6% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 1.9M | 122.0M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.