Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 7.9M | 613.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 6.3M | 490.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 5.3M | 416.5M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 3.2M | 249.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 3.2M | 247.2M | 1.3% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | May 31, 2026 | 3.0M | 237.1M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 2.9M | 229.1M | 1.2% |
| Fidelity Contrafund | Apr 30, 2026 | 2.6M | 206.2M | 1.1% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Apr 30, 2026 | 2.4M | 184.5M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 2.3M | 178.4M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.