Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 34.9M | 1.0B | 6.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 21.8M | 655.6M | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.6M | 499.9M | 3.1% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 15.1M | 453.7M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.3M | 400.1M | 2.5% |
| T. Rowe Price Value Fund, Inc. | Dec 31, 2025 | 11.6M | 348.8M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 11.5M | 345.3M | 2.2% |
| Capital Group Dividend Value ETF | Nov 30, 2025 | 10.1M | 304.3M | 1.9% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 9.6M | 287.2M | 1.8% |
| Capital Income Builder | Jan 31, 2026 | 7.0M | 209.2M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.