Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 17.6M | 4.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 14.1M | 3.4B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 7.1M | 1.7B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 7.1M | 1.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 6.5M | 1.6B | 1.2% |
| Fidelity Contrafund | Feb 28, 2026 | 5.7M | 1.4B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.2M | 1.3B | 0.9% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 4.1M | 992.3M | 0.7% |
| JPMorgan Trust I-JPMorgan U.S. Equity Fund | Dec 31, 2025 | 3.4M | 822.4M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 3.2M | 780.1M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.