Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.1M | 365.1M | 3.0% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.1M | 357.9M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.7M | 287.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.5M | 263.9M | 2.2% |
| Fidelity Contrafund | Feb 28, 2026 | 1.5M | 262.3M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 997.3K | 170.1M | 1.4% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 968.4K | 165.2M | 1.4% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | Dec 31, 2025 | 868.9K | 148.2M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 857.8K | 146.3M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 849.2K | 144.9M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.