Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.0M | 919.8M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.8M | 737.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.3M | 664.0M | 2.0% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 3.2M | 482.1M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.8M | 428.1M | 1.3% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 2.6M | 392.8M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.5M | 376.5M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.4M | 372.4M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.3M | 351.2M | 1.1% |
| -Victory Pioneer Fund | Dec 31, 2025 | 2.0M | 311.1M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.