Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 6.8M | 673.4M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.1M | 609.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.9M | 489.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.2M | 422.2M | 2.2% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Jan 31, 2026 | 3.1M | 312.4M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.5M | 249.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.5M | 246.9M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.3M | 232.8M | 1.2% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Jan 31, 2026 | 2.1M | 208.1M | 1.1% |
| iShares Trust-iShares U.S. Home Construction ETF | Jan 31, 2026 | 1.9M | 191.2M | 1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.