Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 83.5M | 26.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 65.4M | 20.3B | 2.4% |
| iShares Trust-iShares Core S&P 500 ETF | Dec 31, 2025 | 35.4M | 11.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Dec 31, 2025 | 34.4M | 10.7B | 1.3% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 33.2M | 10.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 23.9M | 7.4B | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Dec 31, 2025 | 18.4M | 5.7B | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 16.0M | 5.0B | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Oct 31, 2025 | 15.0M | 4.7B | 0.6% |
| VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund | Oct 31, 2025 | 10.9M | 3.4B | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.