Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 467.1M | 455.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 372.6M | 363.4B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 192.0M | 187.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Dec 31, 2025 | 186.9M | 182.3B | 1.3% |
| SPDR S&P 500 ETF Trust | Dec 31, 2025 | 180.0M | 175.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 154.2M | 150.4B | 1.1% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 116.6M | 113.7B | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 84.8M | 82.7B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 71.6M | 69.8B | 0.5% |
| iShares Trust-iShares Russell 1000 Growth ETF | Dec 31, 2025 | 51.5M | 50.2B | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.