Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.6M | 1.3B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 10.9M | 1.2B | 2.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 6.7M | 708.1M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 5.6M | 592.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.4M | 575.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.2M | 552.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 4.9M | 515.8M | 1.1% |
| SELECT SECTOR SPDR TRUST-The Health Care Select Sector SPDR Fund | Sep 30, 2025 | 3.0M | 315.3M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 2.6M | 273.5M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2025 | 2.4M | 255.1M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.