Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 83.5M | 22.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 65.4M | 17.8B | 2.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 34.8M | 9.5B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 33.7M | 9.2B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 32.4M | 8.8B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 23.9M | 6.5B | 0.9% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Sep 30, 2025 | 19.2M | 5.2B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 16.0M | 4.4B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2025 | 15.0M | 4.1B | 0.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 11.2M | 3.1B | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.