Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.0M | 1.8B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 17.3M | 1.5B | 1.9% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 13.8M | 1.2B | 1.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 9.9M | 861.1M | 1.1% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 9.8M | 849.3M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.7M | 756.8M | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 8.7M | 758.0M | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 8.0M | 691.8M | 0.9% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 7.6M | 658.9M | 0.9% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 7.0M | 610.5M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.