Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.5M | 667.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.8M | 536.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.4M | 463.0M | 2.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 1.5M | 279.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.4M | 270.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 1.4M | 268.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 1.3M | 250.1M | 1.2% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 1.2M | 237.9M | 1.1% |
| -Price (T.Rowe) U.S. Value Equity Trust | Dec 31, 2025 | 1.2M | 231.9M | 1.1% |
| T. Rowe Price Dividend Growth Fund, Inc. | Dec 31, 2025 | 1.1M | 219.0M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.