Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 11.3M | 2.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 8.9M | 2.1B | 2.5% |
| Income Fund of America | Sep 30, 2025 | 4.7M | 1.1B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 4.6M | 1.1B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.4M | 1.0B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.2M | 980.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 3.2M | 747.2M | 0.9% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Sep 30, 2025 | 2.5M | 581.1M | 0.7% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Aug 31, 2025 | 2.3M | 534.9M | 0.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 2.3M | 534.7M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.