Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.1M | 149.7M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.9M | 118.4M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 4.6M | 112.0M | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 4.4M | 106.5M | 1.5% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 4.2M | 102.9M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 2.9M | 71.7M | 1.0% |
| SPDR SERIES TRUST-SPDR Portfolio S&P 500 High Dividend ETF | Sep 30, 2025 | 2.8M | 68.2M | 0.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 2.5M | 60.6M | 0.8% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.4M | 58.9M | 0.8% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.3M | 56.9M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.