Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 10.7M | 1.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 8.2M | 889.7M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 7.3M | 791.5M | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Sep 30, 2026 | 5.6M | 604.8M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 4.2M | 455.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2026 | 4.1M | 444.2M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 3.9M | 422.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 3.2M | 347.4M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Jun 30, 2026 | 2.6M | 279.9M | 0.8% |
| VANGUARD WORLD FUND-Vanguard Utilities Index Fund | Aug 31, 2026 | 2.3M | 253.0M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.