Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 6.2M | 687.0M | 4.1% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 4.9M | 540.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.6M | 504.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.3M | 364.1M | 2.2% |
| NEW ECONOMY FUND | Dec 31, 2025 | 2.7M | 294.9M | 1.7% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 2.6M | 286.3M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.1M | 234.8M | 1.4% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 1.9M | 212.1M | 1.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 1.9M | 210.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.6M | 182.0M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.