Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.2M | 293.2M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 933.3K | 229.6M | 2.5% |
| BARON INVESTMENT Fd.S TRT -BARON GROWTH Fd. | Sep 30, 2025 | 700K | 172.2M | 1.9% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Oct 31, 2025 | 562.1K | 138.3M | 1.5% |
| BARON SELECT FUNDS-Baron Partners Fund | Sep 30, 2025 | 490K | 120.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 478.7K | 117.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 463.8K | 114.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 451.1K | 111.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 448.1K | 110.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 418.2K | 102.9M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.