Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 38.7M | 98.7B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2026 | 33.3M | 85.0B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 31.6M | 80.5B | 2.6% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Sep 30, 2026 | 21.0M | 53.5B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 16.0M | 40.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2026 | 15.6M | 39.8B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 14.9M | 37.9B | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2026 | 13.5M | 34.4B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 11.6M | 29.6B | 1.0% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Jun 30, 2026 | 7.3M | 18.7B | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.