Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.9M | 794.1M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.6M | 638.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.8M | 551.0M | 2.2% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 3.2M | 372.1M | 1.5% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 3.2M | 366.4M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 2.8M | 325.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.8M | 322.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 2.5M | 293.1M | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Mar 31, 2026 | 2.3M | 264.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.0M | 233.0M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.