Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| SELECT SECTOR SPDR TRT-The Communication Services Select Sector SPDR F | Sep 30, 2025 | 81.3M | 2.1B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 74.1M | 1.9B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 61.1M | 1.5B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 52.0M | 1.3B | 2.1% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 51.2M | 1.3B | 2.1% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 31.5M | 798.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 31.3M | 793.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 30.4M | 769.3M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 29.2M | 738.3M | 1.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Sep 30, 2025 | 22.4M | 568.1M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.