Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.8M | 5.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.5M | 4.7B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.8M | 2.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.8M | 2.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 4.5M | 2.2B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.5M | 1.7B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Jan 31, 2026 | 2.7M | 1.4B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 2.2M | 1.1B | 0.6% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 2.1M | 1.0B | 0.6% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.1M | 1.0B | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.