Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 5.2M | 343.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.1M | 274.3M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 3.7M | 246.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.4M | 159.2M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 2.1M | 139.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.1M | 138.4M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 1.9M | 126.6M | 1.2% |
| -Price (T.Rowe) U.S. Value Equity Trust | Dec 31, 2025 | 1.9M | 127.2M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Mar 31, 2026 | 1.9M | 127.0M | 1.2% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Apr 30, 2026 | 1.8M | 121.0M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.