Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 2.4M | 242.7M | 6.7% |
| Income Fund of America | Mar 31, 2026 | 2.2M | 220.7M | 6.1% |
| BARON SELECT FUNDS-Baron Partners Fund | Dec 31, 2025 | 1.6M | 157.6M | 4.4% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 1.3M | 134.9M | 3.8% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Feb 28, 2026 | 1.2M | 117.2M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 114.1M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 1.1M | 112.2M | 3.1% |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Dec 31, 2025 | 1M | 101M | 2.8% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 944.4K | 95.4M | 2.7% |
| Fidelity Covington Trust-Fidelity High Dividend ETF | Feb 28, 2026 | 889.2K | 89.8M | 2.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.