Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 5.9M | 1.6B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.0M | 1.4B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.9M | 1.1B | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.0M | 548.7M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.9M | 532.0M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.9M | 510.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.7M | 479.4M | 1% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 1.4M | 393.8M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.4M | 389.5M | 0.8% |
| SELECT SECTOR SPDR TRUST-The Real Estate Select Sector SPDR Fund | Sep 30, 2025 | 1.2M | 332.9M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.