Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 4.7M | 2.9B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.5M | 2.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.4M | 2.1B | 2.4% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 1.9M | 1.2B | 1.3% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 1.9M | 1.1B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.7M | 1.1B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.7M | 1.0B | 1.2% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 1.7M | 1.0B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.6M | 986.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.3M | 804.3M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.