Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 190.6M | 183.5B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 153.0M | 147.3B | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 86.0M | 82.8B | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 83.6M | 80.6B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 80.3M | 77.4B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 54.5M | 52.5B | 0.8% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Sep 30, 2025 | 47.6M | 45.8B | 0.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Sep 30, 2025 | 47.5M | 45.8B | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 39.7M | 38.3B | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jul 31, 2025 | 35.5M | 34.2B | 0.5% |
Access
Holders
data via our API — starting from the
Ultra plan.