Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.7M | 1.1B | 3.1% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 7.5M | 962.6M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 6.8M | 875.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.1M | 784.6M | 2.2% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 5.7M | 724.2M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 3.7M | 469.1M | 1.3% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF | Sep 30, 2025 | 3.7M | 469.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.5M | 449.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.4M | 435.4M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.3M | 417.7M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan.