Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 35.8M | 2.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 28.0M | 2.0B | 2.5% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 24.4M | 1.8B | 2.1% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 23.5M | 1.7B | 2.1% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 18.5M | 1.4B | 1.6% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 18.4M | 1.3B | 1.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 17.0M | 1.2B | 1.5% |
| Income Fund of America | Sep 30, 2025 | 15.7M | 1.1B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 14.4M | 1.0B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 14.0M | 1.0B | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan.