Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.1M | 832.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.0M | 662.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.7M | 600.9M | 2.2% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Jan 31, 2026 | 3.2M | 530.2M | 2.0% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 3.2M | 527.1M | 2.0% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 2.6M | 433.1M | 1.6% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 2.4M | 391.9M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.4M | 387.4M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.1M | 338.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.0M | 334.5M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.