Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Sep 30, 2025 | 4.3M | 783.7M | 5.1% |
| VanEck ETF Trust-VanEck Gold Miners ETF | Sep 30, 2025 | 2.2M | 395.6M | 2.6% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.1M | 385.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.1M | 381.8M | 2.5% |
| VanEck ETF Trust-VanEck Junior Gold Miners ETF | Sep 30, 2025 | 2.0M | 371.8M | 2.4% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 1.6M | 299.8M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.6M | 286.4M | 1.9% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 1.4M | 264.1M | 1.7% |
| AMERICAN FUNDS INSURANCE SERIES-Asset Allocation Fund | Sep 30, 2025 | 1.4M | 257.9M | 1.7% |
| First Eagle Funds-First Eagle Gold Fund | Jul 31, 2025 | 891.3K | 163.6M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.