Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.1M | 612.9M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.6M | 567.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.7M | 479.5M | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.9M | 291.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.8M | 282.1M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.7M | 270.6M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 2.6M | 260.8M | 1.2% |
| iShares Trust-iShares U.S. Home Construction ETF | Sep 30, 2025 | 2.5M | 251.6M | 1.1% |
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 2.2M | 223.1M | 1.0% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 2.1M | 217.1M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.