Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 116.4K | 814.6M | 4.2% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 84.6K | 592.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 70.6K | 494.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 58.7K | 411.0M | 2.1% |
| AMCAP FUND | Dec 31, 2025 | 52.1K | 364.5M | 1.9% |
| Principal Funds, Inc-MidCap Fund | Jan 31, 2026 | 47.1K | 330.0M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 36.5K | 255.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 36.1K | 252.9M | 1.3% |
| iShares Trust-iShares MSCI USA Quality Factor ETF | Jan 31, 2026 | 33.9K | 237.6M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 33.4K | 233.7M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.