Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 3.6M | 207.1M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 2.8M | 162.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 2.7M | 156.4M | 2.4% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Oct 31, 2025 | 2.4M | 138.0M | 2.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 2.0M | 116.5M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | Sep 30, 2025 | 1.5M | 87.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 1.4M | 83.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.4M | 81.0M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.4M | 79.8M | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF | Sep 30, 2025 | 1.3M | 73.2M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.