Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 8.4M | 1.3B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 7.1M | 1.1B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 5.7M | 901.8M | 2.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 3.7M | 590.6M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 3.6M | 569.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 3.6M | 564.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 3.3M | 527.9M | 1.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Mar 31, 2026 | 2.8M | 444.2M | 1.0% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 2.7M | 423.0M | 1.0% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Apr 30, 2026 | 2.6M | 410.4M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.