Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 17.0M | 1.9B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 15.6M | 1.7B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.7M | 1.5B | 2.6% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Feb 28, 2026 | 11.9M | 1.3B | 2.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 10.3M | 1.2B | 1.9% |
| Income Fund of America | Jan 31, 2026 | 10.3M | 1.1B | 1.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 7.5M | 838.1M | 1.4% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 7.1M | 790.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.9M | 769.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 6.9M | 771.2M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.