Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.0M | 1.9B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 17.3M | 1.6B | 1.9% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 13.8M | 1.3B | 1.5% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 9.8M | 894.3M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.8M | 805.7M | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.7M | 796.9M | 1.0% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 8.7M | 791.6M | 1.0% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 8.2M | 751.6M | 0.9% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 7.5M | 683.8M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 6.2M | 561.3M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.