Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.1M | 3.4B | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 6.2M | 2.6B | 2.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.2M | 1.3B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.1M | 1.3B | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.0M | 1.2B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.3M | 956.8M | 0.9% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Sep 30, 2025 | 2.2M | 909.9M | 0.8% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 1.9M | 802.8M | 0.7% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 1.8M | 745.1M | 0.7% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 1.7M | 693.3M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.