Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.7M | 1.6B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 11.4M | 1.4B | 2.0% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 10.5M | 1.3B | 1.8% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 7.3M | 906.4M | 1.3% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 6.1M | 758.0M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 5.8M | 724.5M | 1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.6M | 702.3M | 1.0% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.4M | 674.1M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 5.0M | 626.7M | 0.9% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 4.7M | 583.6M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.