Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.0M | 1.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.3M | 1.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 9.7M | 946.9M | 2.1% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Mar 31, 2026 | 7.7M | 750.7M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 5.8M | 566.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 5.7M | 553.7M | 1.2% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Feb 28, 2026 | 5.5M | 535.5M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 5.2M | 511.0M | 1.2% |
| Franklin Custodian Funds-FRANKLIN UTILITIES FUND | Dec 31, 2025 | 4.3M | 418.9M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.1M | 400.4M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.