Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 15.4M | 4.9B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.3M | 4.6B | 3.1% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 14.1M | 4.5B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.5M | 3.7B | 2.5% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 10.4M | 3.3B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 10.3M | 3.3B | 2.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 8.3M | 2.7B | 1.8% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Dec 31, 2025 | 6.1M | 2.0B | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 5.8M | 1.9B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 5.9M | 1.9B | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.