Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.9M | 1.4B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.6M | 1.1B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 4.1M | 1.0B | 2.2% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 4.0M | 972.8M | 2.2% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 2.4M | 576.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.4M | 574.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.3M | 556.5M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.2M | 535.9M | 1.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 2.0M | 495.6M | 1.1% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Sep 30, 2025 | 1.8M | 442.9M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.