Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 53.1M | 2.5B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 51.5M | 2.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 42.7M | 2.0B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 21.7M | 1.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 21.5M | 1.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 20.1M | 934.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 15.5M | 719.0M | 0.9% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 11.1M | 515.8M | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 10.2M | 473.0M | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Apr 30, 2026 | 9.8M | 457.2M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.