Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.1M | 614.7M | 3.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 5.8M | 502.8M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.6M | 481.9M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 5.0M | 432.0M | 2.2% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 4.1M | 355.8M | 1.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 2.8M | 246.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.8M | 239.7M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.7M | 229.8M | 1.2% |
| VANGUARD WELLESLEY INCOME FUND | Sep 30, 2025 | 2.3M | 201.2M | 1.0% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 2.2M | 190.2M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.