Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.7M | 126.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.8M | 101.2B | 2.4% |
| Invesco QQQ Trust, Series 1 | Feb 28, 2026 | 9.9M | 85.3B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 6.0M | 51.1B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 5.9M | 51.0B | 1.2% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 5.6M | 48.0B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 5.4M | 46.5B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.3M | 36.9B | 0.9% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 2.8M | 24.1B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 2.7M | 23.0B | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.