Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.2M | 377.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.1M | 301.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.7M | 271.2M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.4M | 174.9M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.1M | 153.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.1M | 152.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.0M | 143.4M | 1.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 1.8M | 128.6M | 1.1% |
| -Price (T.Rowe) U.S. Large Cap Core Trust | Sep 30, 2025 | 1.6M | 120.5M | 1.0% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Feb 28, 2026 | 1.6M | 113.5M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.