Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 32.9M | 337.0M | 4.9% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 30.2M | 309.7M | 4.5% |
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 26.7M | 274.3M | 4.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 21.2M | 217.0M | 3.1% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Mar 31, 2026 | 13.3M | 136.3M | 2.0% |
| Capital Income Builder | Mar 31, 2026 | 11.2M | 114.9M | 1.7% |
| Fidelity Securities Fund-Fidelity Dividend Growth Fund | Apr 30, 2026 | 10.3M | 105.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 9.1M | 93.2M | 1.4% |
| Fidelity Capital Trust-Fidelity Capital Appreciation Fund | Mar 31, 2026 | 9.1M | 92.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 7.7M | 78.8M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.