Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.6M | 222.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.4M | 188.2M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.2M | 160.9M | 2.3% |
| NEW ECONOMY FUND | Dec 31, 2025 | 1.2M | 159.7M | 2.3% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 980.3K | 132.5M | 1.9% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 883.6K | 119.4M | 1.7% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 771.2K | 104.2M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 767.9K | 103.8M | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 752.7K | 101.7M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 710.2K | 96.0M | 1.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.