Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 35.8M | 3.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 29.2M | 2.5B | 2.5% |
| Income Fund of America | Jun 30, 2026 | 23.5M | 2.0B | 2.0% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Aug 31, 2026 | 18.7M | 1.6B | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2026 | 15.2M | 1.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 14.6M | 1.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Aug 31, 2026 | 13.8M | 1.2B | 1.2% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 12.2M | 1.0B | 1.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Jun 30, 2026 | 10.9M | 920.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 10.7M | 907.5M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.