Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 9.8M | 3.1B | 7.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.2M | 1.3B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.9M | 916.9M | 2.2% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 2.9M | 917.6M | 2.2% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.4M | 762.8M | 1.8% |
| AMCAP FUND | Dec 31, 2025 | 2.2M | 705.7M | 1.7% |
| AMERICAN FUNDS INSURANCE SERIES-Growth Fund | Dec 31, 2025 | 1.7M | 544.8M | 1.3% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 1.6M | 511.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 1.5M | 487.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.4M | 453.9M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.