Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 4.3M | 375.8M | 2.7% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Sep 30, 2026 | 4.0M | 352.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 3.5M | 310.4M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Jun 30, 2026 | 3.1M | 271.3M | 1.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2026 | 2.1M | 188.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 1.8M | 159.4M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 1.8M | 155.4M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 1.7M | 150.5M | 1.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2026 | 1.3M | 117.6M | 0.8% |
| HARTFORD MUTUAL FUNDS II INC-THE HARTFORD GROWTH OPPORTUNITIES FUND | Jul 31, 2026 | 1.1M | 100.5M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.