Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 16.3M | 1.1B | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 14.3M | 982.7M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 11.2M | 772.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 10.1M | 692.0M | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 5.8M | 396.1M | 1.2% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 5.7M | 389.4M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.6M | 383.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.4M | 369.3M | 1.1% |
| Principal Funds, Inc-Real Estate Securities Fund | Jul 31, 2025 | 5.4M | 368.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.1M | 281.0M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.