Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.8M | 531.7M | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 6.3M | 488.1M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.5M | 427.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.8M | 369.1M | 2.2% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 3.0M | 230.3M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.8M | 218.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.8M | 215.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.6M | 204.6M | 1.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Jan 31, 2026 | 2.1M | 162.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.0M | 156.0M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.