Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.3M | 3.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 9.6M | 2.8B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 4.9M | 1.4B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.8M | 1.4B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.6M | 1.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 3.5M | 1.0B | 0.9% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 2.4M | 674.6M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 2.3M | 650.8M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2025 | 2.1M | 602.8M | 0.5% |
| SELECT SECTOR SPDR TRUST-The Industrial Select Sector SPDR Fund | Sep 30, 2025 | 2.0M | 562.8M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan.