Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.8M | 251.9M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.4M | 197.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.4M | 189.3M | 2.4% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Sep 30, 2025 | 1.4M | 184.9M | 2.3% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 790.3K | 107.6M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 778.2K | 105.9M | 1.3% |
| -Victory Pioneer Fund | Sep 30, 2025 | 760.1K | 103.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 743.0K | 101.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 719.7K | 98.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 706.0K | 96.1M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan.