Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.7M | 996.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.0M | 801.1M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.1M | 691.5M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.6M | 408.8M | 1.3% |
| BlackRock ETF Trust-iShares U.S. Equity Factor Rotation Active ETF | Jan 31, 2026 | 3.6M | 409.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.5M | 404.3M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.3M | 381.3M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Jan 31, 2026 | 2.8M | 315.8M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.6M | 292.3M | 0.9% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 2.1M | 234.6M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.