Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 14.4M | 2.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 11.8M | 1.9B | 2.6% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | May 31, 2026 | 10.8M | 1.7B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 9.8M | 1.5B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2026 | 6.1M | 964.5M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 5.9M | 923.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 5.6M | 876.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 4.3M | 680.9M | 1.0% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Jul 31, 2026 | 4.2M | 665.0M | 0.9% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Jul 31, 2026 | 3.5M | 550.2M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.