Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 38.8M | 4.5B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 31.2M | 3.6B | 2.5% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 30.1M | 3.5B | 2.4% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Jan 31, 2026 | 21.8M | 2.6B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 15.9M | 1.9B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 15.7M | 1.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 14.8M | 1.7B | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 14.5M | 1.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 11.4M | 1.3B | 0.9% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 10.9M | 1.3B | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.