Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.0M | 1.7B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.4M | 1.4B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 3.3M | 715.1M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.2M | 707.9M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 3.0M | 645.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.9M | 637.6M | 1.0% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 1.5M | 319.1M | 0.5% |
| AMCAP FUND | Mar 31, 2026 | 1.4M | 316.2M | 0.5% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 1.5M | 317.2M | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 1.4M | 305.4M | 0.5% |
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Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.