Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.4M | 435.5M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.4M | 332.1M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.2M | 314.7M | 2.3% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 2.5M | 248.0M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.1M | 202.9M | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Mar 31, 2026 | 1.8M | 182.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.7M | 169.4M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 1.7M | 168.2M | 1.2% |
| BlackRock ETF Trust-iShares Large Cap Core Active ETF | Mar 31, 2026 | 1.6M | 153.2M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 1.5M | 152.2M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.