Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 25.2M | 1.2B | 3.0% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 24.8M | 1.2B | 3.0% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 23.8M | 1.2B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 20.0M | 986.4M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 17.4M | 860.3M | 2.1% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 14.0M | 694.0M | 1.7% |
| Capital Group Dividend Value ETF | Nov 30, 2025 | 10.6M | 525.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 10.2M | 503.3M | 1.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 10.1M | 498.4M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 10.1M | 497.7M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.