Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 13.0M | 5.7B | 5.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.0M | 3.5B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.4M | 2.8B | 2.5% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 5.5M | 2.4B | 2.2% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 5.4M | 2.4B | 2.1% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 4.6M | 2.0B | 1.8% |
| AMCAP FUND | Dec 31, 2025 | 3.7M | 1.6B | 1.5% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 3.4M | 1.5B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.3M | 1.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.2M | 1.4B | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.