Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 5.2M | 2.1B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 4.0M | 1.6B | 1.8% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 4.0M | 1.6B | 1.8% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 2.7M | 1.1B | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 2.4M | 973.7M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.1M | 825.5M | 0.9% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.0M | 800.1M | 0.9% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.9M | 768.1M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.5M | 585.4M | 0.6% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 1.4M | 557.8M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.