Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 20.5M | 2.0B | 3.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 19.4M | 1.9B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 16.5M | 1.6B | 2.5% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 11.7M | 1.2B | 1.8% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 10.8M | 1.1B | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.4M | 833.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.3M | 824.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 7.8M | 775.8M | 1.2% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 7.4M | 734.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.1M | 704.6M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.