Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 3.3M | 328.4M | 3.1% |
| Growth Fund of America | Sep 30, 2026 | 3M | 297M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 2.7M | 268.5M | 2.6% |
| AMERICAN BALANCED FUND | Sep 30, 2026 | 2M | 198M | 1.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2026 | 2.0M | 194.2M | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 1.4M | 137.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 1.4M | 134.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 1.3M | 128.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 1.2M | 118.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 1.1M | 112.1M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.