Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Mar 31, 2024 | 29.5M | 5.9B | 3.1% |
| Vanguard 500 Index Fund | Mar 31, 2024 | 23.6M | 4.7B | 2.5% |
| Undiscovered Managers Behavioral Value Fund | Mar 31, 2024 | 21.5M | 4.3B | 2.3% |
| iShares Select Dividend ETF | May 31, 2024 | 20.5M | 4.1B | 2.2% |
| Vanguard Mid-Cap Index Fund | Mar 31, 2024 | 20.3M | 4.1B | 2.2% |
| Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF | Feb 29, 2024 | 14.9M | 3.0B | 1.6% |
| Fidelity 500 Index Fund | May 31, 2024 | 11.4M | 2.3B | 1.2% |
| SPDR S&P 500 ETF Trust | May 31, 2024 | 11.3M | 2.3B | 1.2% |
| iShares Core S&P 500 ETF | May 31, 2024 | 9.7M | 1.9B | 1.0% |
| Diamond Hill Large Cap Fund | Mar 31, 2024 | 8.4M | 1.7B | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.