Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 2.4M | 315.1M | 6.7% |
| Income Fund of America | Jan 31, 2026 | 2.2M | 286.6M | 6.1% |
| BARON SELECT FUNDS-Baron Partners Fund | Dec 31, 2025 | 1.6M | 204.6M | 4.4% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 1.2M | 151.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.1M | 148.2M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 1.1M | 139.3M | 3.0% |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Dec 31, 2025 | 1M | 131.1M | 2.8% |
| Fidelity Covington Trust-Fidelity High Dividend ETF | Feb 28, 2026 | 889.2K | 116.6M | 2.5% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 874.4K | 114.7M | 2.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 851.7K | 111.7M | 2.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.