Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 24.3M | 1.8B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 19.2M | 1.4B | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 17.1M | 1.3B | 2.0% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 12.3M | 924.2M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 9.9M | 743.9M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 9.6M | 721.1M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 9.2M | 692.1M | 1.1% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 7.0M | 527.3M | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 6.9M | 521.9M | 0.8% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Aug 31, 2025 | 6.5M | 488.9M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.