Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 15.7M | 1.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 12.3M | 971.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 11.0M | 870.9M | 2.2% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Sep 30, 2025 | 7.9M | 624.5M | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.3M | 498.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.1M | 483.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.9M | 466.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.5M | 353.7M | 0.9% |
| AMERICAN MUTUAL FUND | Sep 30, 2025 | 4.1M | 326.1M | 0.8% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 3.2M | 255.9M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.