Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.0M | 1.9B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.4M | 1.5B | 2.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.2M | 760.7M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 3.2M | 762.0M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 3.0M | 702.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.9M | 685.2M | 1.0% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.1M | 496.5M | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 1.5M | 343.0M | 0.5% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 1.5M | 340.9M | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 1.4M | 328.3M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.