Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.6M | 517.1M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.2M | 482.5M | 2.5% |
| Fidelity Contrafund | Feb 28, 2026 | 4.7M | 362.7M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.6M | 358.0M | 1.9% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Feb 28, 2026 | 3.3M | 254.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 3.1M | 243.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.1M | 243.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 2.8M | 221.7M | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Mar 31, 2026 | 2.6M | 201.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.9M | 151.4M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.