Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 81.9M | 88.5B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 65.7M | 71.0B | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 35.4M | 38.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 34.6M | 37.4B | 1.3% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 33.2M | 35.8B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 24.1M | 26.0B | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Dec 31, 2025 | 18.4M | 19.9B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 15.6M | 16.9B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Oct 31, 2025 | 15.0M | 16.2B | 0.6% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Oct 31, 2025 | 10.9M | 11.7B | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.