Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Jun 30, 2026 | 2.8M | 2.8B | 5.0% |
| Growth Fund of America | Jun 30, 2026 | 2.2M | 2.2B | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 1.8M | 1.8B | 3.2% |
| Amcap Fund | Jun 30, 2026 | 1.8M | 1.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 1.4M | 1.5B | 2.6% |
| AMERICAN BALANCED FUND | Jun 30, 2026 | 1.4M | 1.5B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 1.2M | 1.2B | 2.2% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2026 | 944.8K | 949.6M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 745.1K | 748.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 726.1K | 729.7M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.