Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 20.3M | 4.6B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 15.7M | 3.6B | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 8.1M | 1.8B | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 7.8M | 1.8B | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 7.5M | 1.7B | 1.1% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 6.5M | 1.5B | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 5.8M | 1.3B | 0.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jul 31, 2025 | 4.9M | 1.1B | 0.7% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Sep 30, 2025 | 4.6M | 1.0B | 0.6% |
| SELECT SECTOR SPDR TRUST-The Health Care Select Sector SPDR Fund | Sep 30, 2025 | 4.3M | 968.8M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.