Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.5M | 1.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.9M | 1.3B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.1M | 670.6M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.0M | 663.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.7M | 630.0M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.7M | 625.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.8M | 532.9M | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jan 31, 2026 | 3.4M | 373.3M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 2.7M | 299.1M | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 2.6M | 289.1M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.