Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.1M | 132.9M | 1.6% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 1.1M | 131.3M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 880.5K | 104.6M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 847.4K | 100.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 542.3K | 64.4M | 0.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 451.2K | 53.6M | 0.6% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 438.8K | 52.1M | 0.6% |
| Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF | Jul 31, 2025 | 432.9K | 51.4M | 0.6% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 416.6K | 49.5M | 0.6% |
| iShares Trust-iShares Russell Mid-Cap Growth ETF | Sep 30, 2025 | 252.1K | 29.9M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.