Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 36.1M | 1.3B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 32.6M | 1.2B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 28.3M | 1.0B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 25.4M | 914.7M | 2.2% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 23.7M | 855.4M | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 14.5M | 521.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 14.3M | 514.0M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 14.1M | 507.5M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 13.5M | 487.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 9.8M | 354.1M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.