Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.5M | 1.0B | 3.0% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Feb 28, 2026 | 4.9M | 894.4M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.4M | 797.5M | 2.4% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 3.9M | 715.4M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.8M | 695.8M | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 2.2M | 403.2M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.2M | 402.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.1M | 383.9M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 2.0M | 371.9M | 1.1% |
| MFS Series Trust IV-MFS Mid Cap Growth Fund | Nov 30, 2025 | 2.0M | 364.8M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.