Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 18.6M | 3.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 14.9M | 2.6B | 2.6% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 7.9M | 1.4B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 7.6M | 1.3B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 7.5M | 1.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 7.0M | 1.2B | 1.2% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 6.7M | 1.2B | 1.1% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 5.8M | 1.0B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 5.4M | 948.7M | 0.9% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 5.0M | 871.9M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.