Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 34.6M | 3.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 27.8M | 2.7B | 2.5% |
| Income Fund of America | Jan 31, 2026 | 18.8M | 1.8B | 1.7% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 18.1M | 1.8B | 1.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 15.5M | 1.5B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 14.2M | 1.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 14.0M | 1.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 13.2M | 1.3B | 1.2% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 10.3M | 1.0B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 10.1M | 981.5M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.