Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 40.3M | 3.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 32.3M | 2.4B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 16.5M | 1.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 16.3M | 1.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 15.4M | 1.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 11.8M | 879.4M | 0.9% |
| Income Fund of America | Dec 31, 2025 | 9.8M | 730.8M | 0.8% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Jan 31, 2026 | 9.4M | 698.6M | 0.7% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Oct 31, 2025 | 8.7M | 650.8M | 0.7% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 8.6M | 641.3M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.