Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 108.3M | 6.5B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 95.6M | 5.7B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 50.3M | 3.0B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 48.9M | 2.9B | 1.1% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 47.2M | 2.8B | 1.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 38.1M | 2.3B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 30.9M | 1.9B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 22.6M | 1.4B | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Oct 31, 2025 | 21.0M | 1.3B | 0.5% |
| Fidelity Contrafund | Nov 30, 2025 | 15.5M | 932.3M | 0.4% |
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Holders
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