Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 100.8M | 9.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 79.0M | 7.4B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 40.6M | 3.8B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 39.3M | 3.7B | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 37.8M | 3.5B | 1.2% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 29.3M | 2.7B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 28.8M | 2.7B | 0.9% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 27.8M | 2.6B | 0.9% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Sep 30, 2025 | 22.4M | 2.1B | 0.7% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 22.0M | 2.1B | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.