Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 10.9M | 1.5B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.4M | 1.3B | 2.6% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 8.9M | 1.2B | 2.4% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 8.4M | 1.1B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.5M | 1.0B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.8M | 648.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.8M | 641.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 4.5M | 605.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 3.9M | 526.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 2.9M | 389.6M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.