Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.1M | 3.1B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.2M | 2.6B | 2.2% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 7.3M | 2.0B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 4.7M | 1.3B | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.7M | 1.3B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 4.2M | 1.2B | 1.0% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 3.3M | 901.1M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.3M | 901.9M | 0.8% |
| MFS SERIES TRUST I-MFS Value Fund | Feb 28, 2026 | 3.0M | 837.8M | 0.7% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Feb 28, 2026 | 3.0M | 835.6M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.