Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.4M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.6M | 1.7B | 2.6% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Feb 28, 2026 | 6.6M | 1.5B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.5M | 1.5B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.9M | 864.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.8M | 855.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 3.5M | 791.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.8M | 618.3M | 0.9% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 2.3M | 508.3M | 0.8% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 2.1M | 469.5M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.