Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Sep 30, 2025 | 25.3M | 904.8M | 4.9% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 17.7M | 634.8M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 16.5M | 592.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.0M | 464.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 11.6M | 416.2M | 2.3% |
| VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund | Sep 30, 2025 | 8.5M | 305.3M | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.7M | 238.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.4M | 231.0M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.2M | 221.2M | 1.2% |
| VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund | Sep 30, 2025 | 5.6M | 201.8M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.