Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.7M | 1.6B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.2M | 1.3B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.7M | 1.1B | 2.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 4.0M | 964.3M | 1.9% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 3.7M | 906.2M | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.7M | 656.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.6M | 636.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.5M | 610.5M | 1.2% |
| Capital Income Builder | Sep 30, 2025 | 2.3M | 568.0M | 1.1% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 2.3M | 557.7M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.