Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 10.1M | 37.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 8.1M | 29.6B | 2.6% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 6.7M | 24.6B | 2.1% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | Jun 30, 2026 | 5.1M | 18.7B | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 4.4M | 16.1B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 4.1M | 14.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 3.8M | 14.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 2.9M | 10.8B | 0.9% |
| MFS SERIES TRUST I-MFS Value Fund | May 31, 2026 | 2.2M | 8.2B | 0.7% |
| PUTNAM LARGE CAP VALUE FUND | Apr 30, 2026 | 2.1M | 7.9B | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.