Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.7M | 828.7M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 4.2M | 751.5M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.7M | 663.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.2M | 572.3M | 2.2% |
| Income Fund of America | Jan 31, 2026 | 2.8M | 488.0M | 1.9% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 2.5M | 449.3M | 1.7% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 2.2M | 395.5M | 1.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 2.2M | 383.4M | 1.5% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 2.1M | 380.2M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.9M | 338.4M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.