Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.7M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.7M | 1.6B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.3M | 1.4B | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 1.9M | 828.4M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 1.8M | 812.0M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.8M | 802.7M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.8M | 770.1M | 1.2% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 1.7M | 766.2M | 1.2% |
| Fidelity Magellan Fund | Sep 30, 2025 | 1.6M | 697.5M | 1.1% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 1.6M | 693.8M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.