Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 2.4M | 20.5B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 2.0M | 16.9B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 1.7M | 14.5B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 1.6M | 13.9B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 1.0M | 8.6B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 1.0M | 8.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 941.3K | 7.9B | 1.2% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Apr 30, 2026 | 907.1K | 7.7B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Mar 31, 2026 | 898.4K | 7.6B | 1.1% |
| ADVISORS' INNER CIRCLE FUND-EDGEWOOD GROWTH FUND | Mar 31, 2026 | 821.2K | 6.9B | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.