Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.8M | 49.3B | 3.1% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 7.9M | 39.6B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.9M | 39.5B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.8M | 34.1B | 2.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Jan 31, 2026 | 6.1M | 30.5B | 1.9% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 5.1M | 25.8B | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.0M | 20.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.0M | 20.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.8M | 18.8B | 1.2% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 3.0M | 14.9B | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.