Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.1M | 129.1M | 2.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Feb 28, 2026 | 6.0M | 126.9M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.0M | 104.0M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.4M | 92.1M | 1.5% |
| iShares Trust-iShares Select Dividend ETF | Feb 28, 2026 | 4.3M | 90.0M | 1.4% |
| SPDR SERIES TRT-State Street SPDR PORT. S&P 500 High Dividend ETF | Feb 28, 2026 | 3.4M | 70.9M | 1.1% |
| Invesco Exch-Trd Fd. TRT II-Invesco S&P 500 High Dividend Low Volatili | Feb 28, 2026 | 2.9M | 61.3M | 1.0% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 2.9M | 60.7M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.8M | 59.4M | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.5M | 53.2M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.