Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jan 31, 2026 | 5.9M | 1.6B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.0M | 1.4B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.0M | 1.1B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.4M | 956.3M | 2.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 2.7M | 763.9M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.0M | 565.4M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.0M | 559.2M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.9M | 527.2M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.5M | 404.4M | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF | Jan 31, 2026 | 1.2M | 328.9M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.