Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 23.1M | 2.0B | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 20.8M | 1.8B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 18.2M | 1.6B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 9.3M | 792.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 9.0M | 771.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 8.7M | 741.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 6.6M | 564.3M | 0.9% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 4.3M | 366.2M | 0.6% |
| Pacer Funds Trust-Pacer US Cash Cows 100 ETF | Jul 31, 2025 | 3.7M | 316.9M | 0.5% |
| SELECT SECTOR SPDR TRUST-The Industrial Select Sector SPDR Fund | Sep 30, 2025 | 3.7M | 316.7M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan.