Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 26.1M | 549.9M | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 24.5M | 515.4M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 21.0M | 442.6M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 18.3M | 385.8M | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 10.8M | 227.1M | 0.9% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 10.5M | 220.2M | 0.9% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 10.0M | 211.0M | 0.9% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 9.1M | 192.6M | 0.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 8.7M | 184.0M | 0.7% |
| BLACKROCK EQUITY DIVIDEND FUND | Jul 31, 2025 | 8.0M | 169.1M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.