Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.3M | 432.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.0M | 339.4M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 994.2K | 326.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 636.3K | 208.6M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 531.1K | 174.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 515.3K | 169.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 501.2K | 164.3M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 466.3K | 152.9M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 430.0K | 141.0M | 1.0% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 324.2K | 106.3M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.