Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.0M | 946.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.8M | 760.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.6M | 656.5M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 4.5M | 384.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 4.4M | 383.0M | 1.3% |
| iShares Trust-iShares Select Dividend ETF | Mar 31, 2026 | 4.3M | 368.2M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 4.1M | 357.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.2M | 277.6M | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Mar 31, 2026 | 2.4M | 205.0M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Dec 31, 2025 | 2.2M | 187.7M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.