Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 17.6M | 3.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.8M | 2.9B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 7.1M | 1.5B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.9M | 1.4B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.6M | 1.4B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 5.0M | 1.1B | 0.9% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 4.5M | 939.3M | 0.8% |
| JPMorgan Trust I-JPMorgan U.S. Equity Fund | Sep 30, 2025 | 3.6M | 747.0M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 3.3M | 687.0M | 0.6% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 3.3M | 688.0M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.