Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.5M | 797.8M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.2M | 641.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.5M | 553.4M | 2.0% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 4.1M | 505.1M | 1.8% |
| Income Fund of America | Mar 31, 2026 | 3.7M | 452.5M | 1.7% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 3.0M | 365.9M | 1.3% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 2.7M | 331.2M | 1.2% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Dec 31, 2025 | 2.7M | 330.4M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 2.7M | 327.3M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.6M | 316.5M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.