Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.5M | 269.8M | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 6.5M | 267.1M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.8M | 196.9M | 2.3% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 4.2M | 173.8M | 2.0% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 4.1M | 169.6M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.1M | 126.9M | 1.5% |
| Franklin Custodian Funds-FRANKLIN UTILITIES FUND | Dec 31, 2025 | 2.2M | 90.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 2.2M | 89.7M | 1.1% |
| DNP Select Income Fund Inc | Jan 31, 2026 | 1.8M | 73.0M | 0.9% |
| Reaves Utility Income Fund | Jan 31, 2026 | 1.6M | 65.0M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.