Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 29.3M | 1.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 23.5M | 1.5B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 20.3M | 1.3B | 2.3% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 13.9M | 877.4M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 12.0M | 755.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 11.9M | 747.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 11.2M | 704.9M | 1.2% |
| GROWTH FUND OF AMERICA | Dec 31, 2025 | 11.1M | 701.1M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 9.1M | 573.9M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 8.6M | 540.5M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.