Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 35.4M | 843.3M | 4.2% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 30.7M | 730.8M | 3.7% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 24.4M | 581.4M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 24.1M | 574.0M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 21.0M | 500.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 17.0M | 403.9M | 2.0% |
| Capital Group Dividend Value ETF | Aug 31, 2025 | 16.4M | 391.3M | 2.0% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 16.1M | 383.3M | 1.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 10.8M | 256.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 10.5M | 249.0M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan.