Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 25.4M | 2.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 19.9M | 1.6B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 10.2M | 818.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 9.9M | 793.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 9.5M | 761.4M | 1.2% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 9.1M | 726.7M | 1.1% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 8.7M | 693.7M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 7.3M | 580.5M | 0.9% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 5.3M | 427.2M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 4.7M | 376.8M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.