Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| PUTNAM LARGE CAP VALUE FUND | Apr 30, 2026 | 2.1M | 8.9B | 0 |
| iShares Trust-iShares Core S&P 500 ETF | May 31, 2026 | 4.2M | 17.3B | 0 |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 6.7M | 27.7B | 0 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 10.1M | 41.6B | 0 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 8.1M | 33.3B | 0 |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Apr 30, 2026 | 2.1M | 8.7B | 0 |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 2.9M | 12.1B | 0 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | Jun 30, 2026 | 5.1M | 21.0B | 0 |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | May 31, 2026 | 4.1M | 16.8B | 0 |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 3.8M | 15.8B | 0 |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.