Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.8M | 1.3B | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.8M | 1.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.7M | 908.4M | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 2.9M | 564.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.9M | 559.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 2.7M | 509.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.0M | 384.1M | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF | Mar 31, 2026 | 1.7M | 328.7M | 0.8% |
| GLOBAL X FUNDS-Global X US Infrastructure Development ETF | Mar 31, 2026 | 1.6M | 306.2M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Dec 31, 2025 | 1.4M | 259.7M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.