Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Mar 31, 2026 | 84.8M | 1.1B | 30.3% |
| CAPITAL WORLD GROWTH & INCOME FUND | Mar 31, 2026 | 12.0M | 157.1M | 4.3% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 7.7M | 100.6M | 2.8% |
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Dec 31, 2025 | 4M | 52.4M | 1.4% |
| Third Avenue Trust-THIRD AVENUE REAL ESTATE VALUE FUND | Jan 31, 2026 | 1.5M | 19.9M | 0.5% |
| Advisors Series Trust-Scharf Global Opportunity ETF | Dec 31, 2025 | 230.1K | 3.0M | 0.1% |
| AMERICAN FUNDS INSURANCE SERIES-Capital World Growth and Income Fund | Mar 31, 2026 | 178.4K | 2.3M | 0.1% |
| SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT HIGH YIELD BOND FUND | Mar 31, 2026 | 86.1K | 1.1M | 0.0% |
| -Franklin BSP Private Credit Fund | Dec 31, 2025 | 83.2K | 1.1M | 0.0% |
| Advisors Series Trust-Scharf Multi-Asset Opportunity Fund | Mar 31, 2026 | 50.4K | 659.7K | 0.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.