Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2025 | 81.1M | 1.2B | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 70.7M | 1.0B | 1.4% |
| Income Fund of America | Sep 30, 2025 | 67.7M | 1.0B | 1.4% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Sep 30, 2025 | 60.5M | 895.5M | 1.2% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 45.9M | 679.6M | 0.9% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 32.8M | 486.0M | 0.7% |
| Capital Income Builder | Sep 30, 2025 | 30.7M | 454.1M | 0.6% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Sep 30, 2025 | 20.9M | 310.1M | 0.4% |
| CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND | Sep 30, 2025 | 20.0M | 295.8M | 0.4% |
| Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F | Sep 30, 2025 | 19.4M | 287.5M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.