Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 35.0M | 4.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 28.1M | 3.9B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 14.3M | 2.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 14.1M | 1.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 13.4M | 1.8B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 12.0M | 1.7B | 1.1% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Jan 31, 2026 | 10.4M | 1.4B | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Oct 31, 2025 | 8.5M | 1.2B | 0.8% |
| WASHINGTON MUTUAL INVESTORS FUND | Dec 31, 2025 | 6.6M | 912.5M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 6.4M | 876.8M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.