Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 84.8M | 987.2M | 30.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 12.0M | 139.7M | 4.3% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 7.7M | 89.5M | 2.8% |
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Mar 31, 2026 | 3M | 34.9M | 1.1% |
| Third Avenue Trust-THIRD AVENUE REAL ESTATE VALUE FUND | Jan 31, 2026 | 1.5M | 17.7M | 0.5% |
| Advisors Series Trust-Scharf Global Opportunity ETF | Mar 31, 2026 | 363.3K | 4.2M | 0.1% |
| AMERICAN FUNDS INSURANCE SERIES-Capital World Growth and Income Fund | Mar 31, 2026 | 178.4K | 2.1M | 0.1% |
| -Franklin BSP Private Credit Fund | Mar 31, 2026 | 110.3K | 1.3M | 0.0% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT High Yield Bond Fund | Apr 30, 2026 | 86.1K | 1.0M | 0.0% |
| Advisors Series Trust-Scharf Multi-Asset Opportunity Fund | Mar 31, 2026 | 50.4K | 586.7K | 0.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.