Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.7M | 214.0M | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 4.2M | 194.5M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.8M | 171.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.4M | 154.5M | 2.2% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 3.3M | 151.3M | 2.2% |
| iShares Trust-iShares Semiconductor ETF | Jan 31, 2026 | 2.7M | 123.3M | 1.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Oct 31, 2025 | 2.4M | 112.0M | 1.6% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 2.3M | 106.1M | 1.5% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 2.2M | 102.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.2M | 99.7M | 1.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.