Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 38.8M | 3.8B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 32.7M | 3.2B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 31.2M | 3.0B | 2.6% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Apr 30, 2026 | 23.4M | 2.3B | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 15.8M | 1.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 15.6M | 1.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 14.6M | 1.4B | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 14.1M | 1.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 11.3M | 1.1B | 0.9% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 9.6M | 927.1M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.