Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 18.9M | 5.3B | 7.0% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 11.2M | 3.2B | 4.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 10.8M | 3.1B | 4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.7M | 2.2B | 2.8% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 6.5M | 1.8B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.4M | 1.8B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.3M | 1.5B | 2.0% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 4.7M | 1.3B | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.3M | 920.6M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.2M | 910.4M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.