Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Jan 31, 2026 | 6.0M | 736.1M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.9M | 597.5M | 2.5% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 4.5M | 559.6M | 2.4% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 3.7M | 457.9M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.5M | 431.8M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.4M | 419.9M | 1.8% |
| iShares Trust-iShares Select Dividend ETF | Feb 28, 2026 | 3.0M | 365.8M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.3M | 278.4M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Feb 28, 2026 | 1.9M | 229.0M | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 1.7M | 212.0M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.