Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 11.1M | 1.0B | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.3M | 943.7M | 3.9% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 8.9M | 817.9M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.2M | 749.6M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.1M | 654.9M | 2.7% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 4.3M | 394.9M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.2M | 382.5M | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.1M | 378.3M | 1.5% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.9M | 356.6M | 1.5% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 3.8M | 348.6M | 1.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.