Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.7M | 88.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.6M | 71.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.4M | 61.5B | 2.2% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 7.3M | 59.9B | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 4.3M | 35.8B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 4.4M | 36.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 4.0M | 33.4B | 1.2% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 3.8M | 31.4B | 1.1% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 3.7M | 30.4B | 1.1% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Feb 28, 2026 | 3.4M | 28.3B | 1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.