Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.4M | 604.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 7.4M | 472.6M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.6M | 423.8M | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Dec 31, 2025 | 5.0M | 320.2M | 1.6% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 4.5M | 287.5M | 1.5% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 4.2M | 270.1M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 4.0M | 253.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Dec 31, 2025 | 3.8M | 246.3M | 1.3% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 3.7M | 234.8M | 1.2% |
| MFS Massachusetts Investors Growth Stock Fd.-Massachusetts Investors G | Nov 30, 2025 | 3.1M | 197.1M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.