Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 4.9M | 648.4M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.4M | 577.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.6M | 466.2M | 2.0% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 3.5M | 454.2M | 2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 3.5M | 455.8M | 2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.0M | 399.6M | 1.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 2.1M | 281.9M | 1.2% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Feb 28, 2026 | 2.1M | 281.4M | 1.2% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.1M | 273.3M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.8M | 237.9M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.