Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.6M | 571.5M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.8M | 497.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.7M | 401.2M | 2.0% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Sep 30, 2025 | 4.0M | 342.6M | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.0M | 255.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.9M | 247.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.8M | 238.4M | 1.2% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 2.7M | 232.2M | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 2.6M | 224.4M | 1.1% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 2.5M | 216.2M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.