Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 35.8M | 1.0B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 30.5M | 875.3M | 2.9% |
| Capital Income Builder | Sep 30, 2025 | 27.2M | 778.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 24.0M | 687.3M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 21.5M | 617.2M | 2.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 13.5M | 387.0M | 1.3% |
| Income Fund of America | Sep 30, 2025 | 13.5M | 385.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 13.1M | 375.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 12.5M | 358.7M | 1.2% |
| PIMCO Funds-PIMCO Income Fund | Sep 30, 2025 | 11.6M | 333.2M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.