Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.9M | 9.5B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.4M | 7.4B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 5.2M | 7.1B | 2.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 3.4M | 4.7B | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 3.3M | 4.6B | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.8M | 3.8B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.7M | 3.7B | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.6M | 3.6B | 1.1% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | Oct 31, 2025 | 2.3M | 3.2B | 1.0% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | Sep 30, 2025 | 2.2M | 3.0B | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.