Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.4M | 342.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.8M | 275.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 6.1M | 248.3M | 2.3% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 4.5M | 185.1M | 1.7% |
| T. Rowe Price Value Fund, Inc. | Dec 31, 2025 | 4.0M | 164.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 3.9M | 160.1M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.4M | 140.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.4M | 139.2M | 1.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 3.4M | 138.9M | 1.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 3.3M | 136.2M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.