Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.1M | 13.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.9M | 10.7B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.2M | 9.2B | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Apr 30, 2026 | 3.2M | 7.0B | 1.7% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 3.1M | 6.7B | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 2.5M | 5.4B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 2.5M | 5.4B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 2.3M | 5.1B | 1.2% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Mar 31, 2026 | 1.9M | 4.1B | 1.0% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 1.9M | 4.1B | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.