Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Jan 31, 2026 | 39.3M | 1.6B | 1.9% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 38.9M | 1.6B | 1.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 36.6M | 1.5B | 1.8% |
| Capital Income Builder | Jan 31, 2026 | 36.3M | 1.5B | 1.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 32.9M | 1.4B | 1.6% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Oct 31, 2025 | 30.1M | 1.3B | 1.4% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 28.8M | 1.2B | 1.4% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 25.4M | 1.1B | 1.2% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Dec 31, 2025 | 20.9M | 875.6M | 1% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Dec 31, 2025 | 19.3M | 808.7M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.