Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.1M | 740.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.9M | 593.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.2M | 511.8M | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 3.2M | 387.4M | 1.7% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 3.1M | 370.5M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.5M | 302.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.5M | 299.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.3M | 282.2M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Oct 31, 2025 | 1.9M | 225.6M | 1.0% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.8M | 216.8M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.