Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 7.0M | 2.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.5M | 2.0B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.8M | 1.0B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.7M | 969.9M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.6M | 931.4M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.0M | 709.8M | 0.9% |
| Fidelity Magellan Fund | Sep 30, 2025 | 1.6M | 556.3M | 0.7% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF | Sep 30, 2025 | 1.4M | 503.0M | 0.6% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jul 31, 2025 | 1.3M | 470.1M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 1.3M | 460.8M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.