Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 4.9M | 633.3M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.4M | 564.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.6M | 455.4M | 2.0% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 3.5M | 445.2M | 2% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 3.5M | 443.7M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.0M | 390.3M | 1.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 2.1M | 275.4M | 1.2% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Feb 28, 2026 | 2.1M | 274.9M | 1.2% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.1M | 267.0M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.8M | 232.4M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.