Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.8M | 574.8M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 2.6M | 518.0M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.3M | 456.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.0M | 396.9M | 2.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.6M | 321.3M | 1.8% |
| Income Fund of America | Jan 31, 2026 | 1.2M | 249.3M | 1.4% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 1.2M | 242.2M | 1.3% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 1.2M | 239.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.2M | 233.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.1M | 230.6M | 1.3% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.