Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.5M | 604.1M | 3.2% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | Sep 30, 2025 | 7.1M | 573.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.9M | 473.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 5.3M | 424.3M | 2.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Sep 30, 2025 | 3.6M | 290.2M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.0M | 242.9M | 1.3% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 3.0M | 240.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.9M | 235.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.8M | 228.6M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 2.5M | 204.4M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.