Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.8M | 333.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.0M | 262.5M | 2.5% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Sep 30, 2025 | 2.5M | 213.9M | 2.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.5M | 134.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.5M | 130.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.4M | 126.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.5M | 126.4M | 1.2% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Oct 31, 2025 | 1.4M | 120.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.4M | 117.7M | 1.1% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 1.3M | 114.2M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.