Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Jul 31, 2025 | 27.0M | 510.1M | 3.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 22.7M | 428.8M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 17.8M | 336.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 16.0M | 301.7M | 2.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 15.9M | 300.2M | 2.2% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 10.3M | 195.6M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 9.1M | 172.7M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 8.9M | 167.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 8.5M | 160.3M | 1.2% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Sep 30, 2025 | 8.3M | 156.4M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.