Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 15.1M | 1.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 12.1M | 871.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 10.4M | 752.2M | 2.2% |
| Income Fund of America | Jan 31, 2026 | 7M | 505.2M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.2M | 444.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.1M | 439.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.7M | 413.5M | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Jan 31, 2026 | 4.9M | 354.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.4M | 318.0M | 0.9% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Jan 31, 2026 | 3.4M | 242.4M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.