Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.6M | 727.4M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.7M | 584.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.6M | 504.0M | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Mar 31, 2026 | 5.2M | 397.2M | 1.7% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 4.3M | 328.9M | 1.4% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 3.9M | 300.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.9M | 294.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 3.9M | 295.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 3.6M | 270.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.8M | 213.1M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.