Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 15.2M | 804.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 12.2M | 646.0M | 2.6% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 11.6M | 617.3M | 2.4% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 10.5M | 558.0M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 10.5M | 557.6M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.2M | 329.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.1M | 326.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.8M | 307.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.4M | 235.7M | 0.9% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 4.5M | 236.9M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.