Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 19.7M | 928.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 15.4M | 727.7M | 2.5% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 14.5M | 684.3M | 2.3% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 12.8M | 606.5M | 2.1% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 11.8M | 557.0M | 1.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 7.9M | 373.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 7.7M | 361.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 7.4M | 349.5M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 7.3M | 347.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.9M | 326.1M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.