Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 29.3M | 7.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 23.0M | 6.0B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 11.8M | 3.1B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Nov 30, 2025 | 11.7M | 3.1B | 1.3% |
| SPDR S&P 500 ETF TRUST | Nov 30, 2025 | 11.2M | 2.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 8.4M | 2.2B | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | Oct 31, 2025 | 7.7M | 2.0B | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 5.9M | 1.6B | 0.6% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Sep 30, 2025 | 5.9M | 1.5B | 0.6% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | Nov 30, 2025 | 5.5M | 1.4B | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.