Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 123.1M | 1.6B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 120.8M | 1.6B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 98.7M | 1.3B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 85.2M | 1.1B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 50.4M | 653.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 50.0M | 648.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 46.8M | 607.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 36.0M | 467.0M | 0.9% |
| Pacer Funds Trust-Pacer US Cash Cows 100 ETF | Jan 31, 2026 | 27.1M | 350.9M | 0.7% |
| iShares Trust-iShares Select Dividend ETF | Mar 31, 2026 | 26.1M | 338.3M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.