Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.0M | 5.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 798.9K | 4.4B | 2.5% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 670.4K | 3.7B | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 410.4K | 2.3B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 397.8K | 2.2B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 382.1K | 2.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 354.9K | 2.0B | 1.1% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 338.2K | 1.9B | 1.1% |
| NEW PERSPECTIVE FUND | Sep 30, 2025 | 236.1K | 1.3B | 0.7% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 204.2K | 1.1B | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.