Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 30.0M | 2.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 23.5M | 1.9B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 21.1M | 1.7B | 2.3% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 13.7M | 1.1B | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 12.1M | 975.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 11.7M | 945.2M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 11.2M | 907.2M | 1.2% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 11.1M | 900.8M | 1.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 10.2M | 821.4M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 8.6M | 691.7M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.