Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.0M | 6.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.3M | 5.2B | 2.5% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Jan 31, 2026 | 5.4M | 3.9B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.9M | 2.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.8M | 2.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.6M | 2.6B | 1.2% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Dec 31, 2025 | 2.7M | 1.9B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.6M | 1.9B | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jan 31, 2026 | 2.1M | 1.5B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 1.7M | 1.2B | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.