Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN BALANCED FUND | Dec 31, 2025 | 20.5M | 1.4B | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.3M | 772.1M | 3.3% |
| Income Fund of America | Jan 31, 2026 | 9.7M | 659.7M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.1M | 620.6M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.8M | 535.6M | 2.3% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Dec 31, 2025 | 5.3M | 365.4M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.6M | 316.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.6M | 313.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 4.3M | 295.3M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Jan 31, 2026 | 3.9M | 264.3M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.