Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 16.7M | 2.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 13.4M | 1.6B | 2.5% |
| Invesco QQQ Trust, Series 1 | May 31, 2026 | 11.4M | 1.4B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 11.4M | 1.4B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 6.8M | 814.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 6.7M | 807.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 6.3M | 760.7M | 1.2% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 5.9M | 705.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 4.9M | 582.9M | 0.9% |
| VANGUARD WELLINGTON FUND | Feb 28, 2026 | 4.6M | 551.2M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.