Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 12.5M | 1.4B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.1M | 1.3B | 2.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Oct 31, 2025 | 6.2M | 714.2M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 5.7M | 656.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 5.6M | 648.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.3M | 612.1M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.3M | 499.4M | 1.0% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 3.3M | 376.3M | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Jan 31, 2026 | 3.2M | 372.7M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.6M | 306.6M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.