Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 16.2M | 1.2B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.1M | 1.2B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.4M | 862.1M | 2% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 11.3M | 859.1M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 11.2M | 847.9M | 2.0% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Dec 31, 2025 | 6.4M | 485.5M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 5.7M | 435.4M | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 5.7M | 435.1M | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 5.2M | 393.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.7M | 358.5M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.