Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 25.2M | 1.4B | 3.0% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 24.8M | 1.3B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 20.0M | 1.1B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 17.4M | 944.7M | 2.1% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 14.0M | 762.1M | 1.7% |
| AMERICAN MUTUAL FUND | Dec 31, 2025 | 12.0M | 651.4M | 1.4% |
| Capital Group Dividend Value ETF | Nov 30, 2025 | 10.6M | 577.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 10.2M | 552.7M | 1.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 10.1M | 547.4M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 10.1M | 545.7M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.