Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 24.3M | 4.3B | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.6M | 3.8B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 17.3M | 3.1B | 2.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 16.9M | 3.0B | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.8M | 1.6B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 8.7M | 1.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 8.2M | 1.5B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 7.5M | 1.3B | 1.1% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 7.2M | 1.3B | 1.0% |
| AMERICAN MUTUAL FUND | Dec 31, 2025 | 6.7M | 1.2B | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.