Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 4.9M | 2.8B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.5M | 2.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.3M | 1.9B | 2.3% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 2.2M | 1.3B | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.7M | 976.8M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.7M | 946.9M | 1.2% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 1.6M | 945.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.6M | 909.1M | 1.1% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 1.5M | 841.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.3M | 737.0M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.