Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 14.2M | 23.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 11.4M | 18.9B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 9.8M | 16.3B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 5.8M | 9.6B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 5.8M | 9.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.4M | 9.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.2M | 6.9B | 0.9% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Nov 30, 2025 | 3.7M | 6.1B | 0.8% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Jan 31, 2026 | 3.5M | 5.8B | 0.8% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 3.1M | 5.2B | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.