Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.2M | 503.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.8M | 402.4M | 2.5% |
| Fidelity Securities Fund-Fidelity OTC Portfolio | Jan 31, 2026 | 1.2M | 262.6M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 904.5K | 205.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 893.8K | 202.7M | 1.3% |
| AMCAP FUND | Dec 31, 2025 | 843.1K | 191.2M | 1.2% |
| NEW ECONOMY FUND | Dec 31, 2025 | 836.1K | 189.7M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 841.2K | 190.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 798.1K | 181.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 766.0K | 173.7M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.