Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 10.1M | 35.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 8.2M | 29.1B | 2.6% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 6.6M | 23.3B | 2.1% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | Jul 31, 2026 | 5.1M | 18.2B | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2026 | 4.3M | 15.2B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 4.1M | 14.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 3.9M | 13.8B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 3.0M | 10.7B | 1.0% |
| MFS SERIES TRUST I-MFS Value Fund | May 31, 2026 | 2.2M | 7.9B | 0.7% |
| PUTNAM LARGE CAP VALUE FUND | Apr 30, 2026 | 2.1M | 7.6B | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.