Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.3M | 1.7B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 6.5M | 1.3B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 5.8M | 1.2B | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.3M | 691.3M | 1.3% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 3.3M | 677.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.2M | 669.9M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.1M | 643.1M | 1.2% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2025 | 2.9M | 595.6M | 1.1% |
| T. Rowe Price Value Fund, Inc. | Sep 30, 2025 | 2.7M | 553.1M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.4M | 490.3M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.