Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 4.0M | 634.5M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.7M | 589.7M | 3.2% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 3M | 476.7M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.0M | 471.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.7M | 424.4M | 2.3% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Dec 31, 2025 | 1.7M | 265.2M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.5M | 240.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.5M | 238.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 1.4M | 219.0M | 1.2% |
| VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF | Feb 28, 2026 | 1.3M | 206.5M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.