Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 46.9M | 42.1B | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 42.7M | 38.2B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 37.7M | 33.8B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 32.5M | 29.1B | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Jan 31, 2026 | 30.8M | 27.6B | 2.0% |
| Income Fund of America | Jan 31, 2026 | 22.7M | 20.4B | 1.5% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 20.5M | 18.3B | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 19.2M | 17.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 19.0M | 17.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 17.9M | 16.0B | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.