Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 15.1M | 232.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 11.8M | 182.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 11.4M | 175.3M | 2.4% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 10.0M | 155.0M | 2.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 7.6M | 116.5M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 7.3M | 112.1M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.1M | 93.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.9M | 90.7M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 5.7M | 87.4M | 1.2% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 5.1M | 79.4M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.