Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 49.0M | 5.8B | 3.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 42.4M | 5.0B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 38.4M | 4.6B | 2.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 35.4M | 4.2B | 2.3% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 34.6M | 4.1B | 2.2% |
| Income Fund of America | Sep 30, 2025 | 24.6M | 2.9B | 1.6% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jul 31, 2025 | 21.6M | 2.6B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 19.7M | 2.3B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 19.1M | 2.3B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 18.4M | 2.2B | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan.