Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Jun 30, 2026 | 28.5M | 1.5B | 3.5% |
| Investment Co of America | Jun 30, 2026 | 28.4M | 1.5B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 25.2M | 1.3B | 3.1% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 20.4M | 1.0B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 20.0M | 1.0B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 17.1M | 880.7M | 2.1% |
| Capital Group Dividend Value ETF | May 31, 2026 | 14.5M | 746.8M | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 10.8M | 553.3M | 1.3% |
| Capital World Growth & Income Fund | Jun 30, 2026 | 10.2M | 522.2M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 10.0M | 514.4M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.