Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 31.8M | 1.2B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 24.9M | 926.1M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 22.3M | 829.9M | 2.3% |
| Invesco QQQ Trust, Series 1 | Sep 30, 2025 | 20.9M | 776.4M | 2.2% |
| SELECT SECTOR SPDR TRUST-The Utilities Select Sector SPDR Fund | Sep 30, 2025 | 16.0M | 595.4M | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 12.8M | 475.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 12.4M | 460.7M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 11.9M | 442.0M | 1.2% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Sep 30, 2025 | 11.0M | 408.6M | 1.1% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 9.5M | 352.5M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.