Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 45.1M | 2.8B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 36.2M | 2.2B | 2.5% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 19.8M | 1.2B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 18.5M | 1.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 18.3M | 1.1B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 17.2M | 1.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 13.2M | 808.7M | 0.9% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 12.2M | 749.3M | 0.9% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 12.1M | 738.2M | 0.8% |
| INVESTMENT CO OF AMERICA | Dec 31, 2025 | 8.4M | 516.3M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.