Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 18.2M | 1.3B | 3.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 15.0M | 1.1B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 14.6M | 1.0B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 12.6M | 889.1M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 7.5M | 525.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 7.4M | 519.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 7.0M | 490.2M | 1.2% |
| JPMorgan Trust I-JPMorgan U.S. Equity Fund | Dec 31, 2025 | 5.4M | 382.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.3M | 375.9M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Dec 31, 2025 | 4.9M | 341.7M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.