Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 7.3M | 3.9B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2026 | 5.5M | 2.9B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 5.3M | 2.8B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 2.7M | 1.4B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2026 | 2.6M | 1.4B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 2.5M | 1.3B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 2.2M | 1.2B | 1.0% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2026 | 1.1M | 604.3M | 0.5% |
| SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF | Sep 30, 2026 | 1.1M | 600.7M | 0.5% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Jun 30, 2026 | 1.1M | 579.8M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.