Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Jun 30, 2026 | 30.2M | 314.1M | 4.4% |
| Growth Fund of America | Jun 30, 2026 | 26.7M | 278.2M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 21.2M | 220.1M | 3.1% |
| Capital Income Builder | Jun 30, 2026 | 19.1M | 198.9M | 2.8% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Jun 30, 2026 | 11.1M | 115.4M | 1.6% |
| Investment Co of America | Jun 30, 2026 | 11.0M | 113.9M | 1.6% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jun 30, 2026 | 9.6M | 100.3M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 9.1M | 94.5M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 7.7M | 79.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 7.2M | 74.8M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.