Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Mar 31, 2026 | 24.4M | 923.0M | 4.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 22.8M | 864.5M | 4.0% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 17.3M | 656.1M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 17.3M | 653.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.1M | 496.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 11.9M | 451.6M | 2.1% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 9.4M | 357.0M | 1.6% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Apr 30, 2026 | 8.6M | 326.8M | 1.5% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Mar 31, 2026 | 7.8M | 294.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 6.7M | 252.9M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.