Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Mar 31, 2024 | 4.1M | 5.0B | 3.2% |
| Vanguard Small-Cap Index Fund | Mar 31, 2024 | 3.3M | 4.0B | 2.6% |
| Vanguard 500 Index Fund | Mar 31, 2024 | 3.3M | 4.0B | 2.6% |
| American Century Mid Cap Value Fund | Mar 31, 2024 | 2.4M | 2.9B | 1.8% |
| JP Morgan Mid Cap Value Fund | Mar 31, 2024 | 2.3M | 2.8B | 1.8% |
| Vanguard Small Cap Value Index Fund | Mar 31, 2024 | 2.2M | 2.7B | 1.8% |
| Fidelity 500 Index Fund | May 31, 2024 | 1.6M | 1.9B | 1.2% |
| SPDR S&P 500 ETF Trust | May 31, 2024 | 1.6M | 1.9B | 1.2% |
| Invesco Comstock Fd | Apr 30, 2024 | 1.5M | 1.8B | 1.2% |
| Invesco ETF Tr-Invesco S&P 500 Equal Weight ETF | May 31, 2024 | 1.5M | 1.8B | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.