Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 20.5M | 36.5B | 3.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 19.4M | 34.5B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 16.5M | 29.3B | 2.5% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 11.7M | 20.8B | 1.8% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 10.8M | 19.1B | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.4M | 15.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.3M | 14.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 7.8M | 13.9B | 1.2% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 7.4M | 13.2B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.1M | 12.6B | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.