Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.1M | 1.1B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.2M | 932.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.6M | 793.9M | 2.1% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 2.8M | 628.6M | 1.7% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Sep 30, 2025 | 2.7M | 591.2M | 1.6% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.2M | 478.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.1M | 463.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.0M | 444.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.5M | 322.3M | 0.9% |
| SELECT SECTOR SPDR TRUST-The Health Care Select Sector SPDR Fund | Sep 30, 2025 | 1.1M | 253.9M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.