Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 40.8M | 1.9B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 31.9M | 1.5B | 2.5% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 27.7M | 1.3B | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 26.8M | 1.2B | 2.1% |
| Capital Income Builder | Sep 30, 2025 | 17.5M | 810.9M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 16.4M | 757.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 15.9M | 734.6M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 15.2M | 705.3M | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 14.1M | 650.7M | 1.1% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 11.8M | 543.7M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.