Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 37.7M | 1.3B | 4.5% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 30.7M | 1.1B | 3.7% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 24.4M | 851.4M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 23.8M | 831.0M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 21.2M | 741.0M | 2.5% |
| Capital Group Dividend Value ETF | Nov 30, 2025 | 19.4M | 678.1M | 2.3% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Jan 31, 2026 | 17.3M | 605.6M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 16.5M | 575.8M | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 10.8M | 378.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 10.7M | 373.5M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.