Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 12.8M | 799.4M | 3.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 11.9M | 741.7M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 10.8M | 677.7M | 2.6% |
| Income Fund of America | Mar 31, 2026 | 10.1M | 629.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 8.9M | 555.7M | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 5.5M | 341.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 5.4M | 339.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 4.9M | 307.0M | 1.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Mar 31, 2026 | 4.2M | 265.2M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.8M | 235.0M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.