Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 39.1M | 4.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 30.6M | 3.1B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 25.7M | 2.6B | 2.1% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 22.6M | 2.3B | 1.8% |
| Income Fund of America | Sep 30, 2025 | 19.6M | 2.0B | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 15.7M | 1.6B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 15.2M | 1.6B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 14.6M | 1.5B | 1.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 13.4M | 1.4B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 11.1M | 1.1B | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.