Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 2.3M | 2.1B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 1.8M | 1.7B | 2.3% |
| SmallCap World Fund Inc | Mar 31, 2026 | 1.5M | 1.4B | 1.9% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | Mar 31, 2026 | 988.6K | 914.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 923.6K | 854.2M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 911.8K | 843.3M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Feb 28, 2026 | 911.3K | 842.8M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 853.5K | 789.4M | 1.1% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Mar 31, 2026 | 848.0K | 784.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 823.2K | 761.3M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.