Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 9.8M | 641.6M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 8.0M | 523.7M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 6.7M | 437.9M | 2.1% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jul 31, 2026 | 5.1M | 336.1M | 1.6% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Jun 30, 2026 | 4.3M | 283.8M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2026 | 4.2M | 272.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 4.0M | 261.4M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 3.8M | 247.4M | 1.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Jun 30, 2026 | 3.7M | 239.8M | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Jun 30, 2026 | 3.1M | 204.1M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.