Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 5.9M | 1.7B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.0M | 1.5B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.0M | 1.2B | 2.3% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 3.9M | 1.1B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.4M | 1.0B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 2.0M | 594.1M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 2.0M | 590.2M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 1.9M | 553.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.5M | 425.2M | 0.8% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 1.1M | 335.5M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.