Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.4M | 1.2B | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.0M | 916.1M | 1.6% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 4.0M | 739.2M | 1.3% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 3.0M | 554.1M | 1.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.6M | 470.3M | 0.8% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.5M | 455.8M | 0.8% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.4M | 437.4M | 0.8% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 2.1M | 387.8M | 0.7% |
| Fidelity Magellan Fund | Sep 30, 2025 | 1.9M | 342.7M | 0.6% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.8M | 333.5M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.