Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.9M | 1.6B | 3.1% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Jan 31, 2026 | 6.0M | 1.2B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.7M | 1.2B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.4M | 1.1B | 2.2% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 5.4M | 1.1B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.9M | 588.0M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.9M | 581.5M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.7M | 549.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.3M | 468.6M | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 1.3M | 262.2M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.