Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.7M | 1.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.9M | 826.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 2.6M | 741.0M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 1.8M | 500.0M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.5M | 424.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.5M | 411.1M | 1.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 1.4M | 408.7M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.4M | 394.2M | 1.2% |
| ACAP Strategic Fund | Sep 30, 2025 | 1.2M | 333.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 1.0M | 286.8M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.