Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Income Fund of America | Jan 31, 2026 | 6.0M | 1.2B | 5.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 5.5M | 1.1B | 4.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.6M | 732.9M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 3.3M | 672.8M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.9M | 589.8M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.5M | 509.0M | 2.2% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 2.5M | 499.6M | 2.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 2.4M | 490.4M | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.5M | 301.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.5M | 297.6M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.