Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.7M | 1.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 10.0M | 1.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 8.9M | 1.0B | 2.2% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 7.6M | 882.3M | 1.9% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 5.4M | 623.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 5.1M | 591.4M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 5.0M | 573.3M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.8M | 550.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 3.6M | 419.5M | 0.9% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Sep 30, 2025 | 3.2M | 368.4M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.