Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 3.3M | 214.8M | 1.6% |
| Capital Income Builder | Mar 31, 2026 | 2.4M | 158.1M | 1.2% |
| NEW PERSPECTIVE FUND | Mar 31, 2026 | 2.0M | 130.2M | 1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jan 31, 2026 | 1.9M | 122.0M | 0.9% |
| Income Fund of America | Mar 31, 2026 | 1.3M | 85.4M | 0.6% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 1.2M | 78.4M | 0.6% |
| iShares Trust-iShares Core MSCI EAFE ETF | Apr 30, 2026 | 960.8K | 63.1M | 0.5% |
| AQR Funds-AQR Long-Short Equity Fund | Mar 31, 2026 | 743.8K | 48.8M | 0.4% |
| SmallCap World Fund Inc | Mar 31, 2026 | 650K | 42.7M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Apr 30, 2026 | 494.9K | 32.5M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.