Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 8.0M | 748.2M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.1M | 668.8M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.0M | 563.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 5.1M | 481.5M | 2.1% |
| Income Fund of America | Jan 31, 2026 | 5M | 468.9M | 2.1% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Jan 31, 2026 | 4.9M | 460.2M | 2.0% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 4.3M | 402.7M | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.1M | 287.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.0M | 284.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.9M | 267.7M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.