Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 25.1M | 2.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 20.1M | 1.9B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 17.1M | 1.6B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 10.2M | 962.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 10.1M | 953.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 9.5M | 895.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 9.0M | 848.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Mar 31, 2026 | 6.0M | 565.5M | 0.8% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Apr 30, 2026 | 5.5M | 520.3M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Mar 31, 2026 | 4.5M | 419.4M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.