Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 47.2M | 1.6B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 38.6M | 1.3B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 36.8M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 33.2M | 1.1B | 2.2% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 28.2M | 932.8M | 1.9% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 20.5M | 677.7M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 18.9M | 625.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 18.3M | 606.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 17.6M | 581.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 13.5M | 446.3M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.