Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.7M | 126.2B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.8M | 101.4B | 2.4% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 9.9M | 85.4B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 6.0M | 51.7B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 6.0M | 51.3B | 1.2% |
| INVESTMENT CO OF AMERICA | Mar 31, 2026 | 5.6M | 48.1B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 5.6M | 48.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.3M | 37.0B | 0.9% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 2.8M | 24.2B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 2.7M | 23.1B | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.