Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 42.1M | 7.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 33.0M | 5.5B | 2.5% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 27.1M | 4.5B | 2.0% |
| AMERICAN MUTUAL FUND | Dec 31, 2025 | 25.9M | 4.3B | 1.9% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 18.0M | 3.0B | 1.3% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 17.8M | 3.0B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 17.4M | 2.9B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Dec 31, 2025 | 17.0M | 2.8B | 1.3% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 16.3M | 2.7B | 1.2% |
| Capital Income Builder | Dec 31, 2025 | 12.4M | 2.1B | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.