Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 65.5M | 109.3B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 52.5M | 87.7B | 2.5% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 34.3M | 57.3B | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 26.8M | 44.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 26.5M | 44.3B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 25.0M | 41.7B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 18.2M | 30.3B | 0.9% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 16.7M | 27.9B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Utilities Index Fund | Nov 30, 2025 | 13.7M | 22.9B | 0.7% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 12.0M | 20.0B | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.