Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 467.1M | 103.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 366.1M | 80.9B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 192.1M | 42.5B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 187.4M | 41.4B | 1.3% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 180.0M | 39.8B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 140.9M | 31.1B | 1.0% |
| Invesco QQQ Trust, Series 1 | Nov 30, 2025 | 126.5M | 28.0B | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 86.5M | 19.1B | 0.6% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 66.2M | 14.6B | 0.5% |
| iShares Trust-iShares Russell 1000 Growth ETF | Dec 31, 2025 | 51.5M | 11.4B | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.