Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.7M | 624.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 6.6M | 475.4M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.2M | 440.9M | 1.8% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.4M | 244.0M | 1.0% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.3M | 236.5M | 1.0% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.2M | 228.8M | 0.9% |
| BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd. | Aug 31, 2025 | 3.1M | 218.7M | 0.9% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 2.9M | 206.8M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.5M | 178.8M | 0.7% |
| iShares Trust-iShares MSCI USA Min Vol Factor ETF | Sep 30, 2025 | 2.1M | 150.4M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.