Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 3.9M | 336.1M | 3.8% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.5M | 213.5M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.5M | 210.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.1M | 181.8M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.8M | 151.1M | 1.7% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 1.3M | 110.2M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.1M | 92.6M | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.1M | 91.8M | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.0M | 86.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Dec 31, 2025 | 998.4K | 85.3M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.