Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 12.7M | 2.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 9.1M | 1.7B | 2.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 4.7M | 866.7M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.5M | 840.1M | 1.1% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Sep 30, 2025 | 4.5M | 826.4M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.4M | 806.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 3.6M | 668.1M | 0.9% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Aug 31, 2025 | 2.3M | 416.5M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 2.2M | 399.2M | 0.5% |
| Bridge Builder Trust-Bridge Builder Large Cap Growth Fund | Sep 30, 2025 | 2.0M | 365.4M | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan.