Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 18.8M | 1.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 14.0M | 755.9M | 2.2% |
| VANGUARD WELLINGTON FUND | Aug 31, 2025 | 13.3M | 718.5M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 13.2M | 710.3M | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 7.7M | 414.3M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 7.5M | 402.9M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 7.2M | 386.5M | 1.1% |
| SELECT SECTOR SPDR TRUST-The Consumer Staples Select Sector SPDR Fund | Sep 30, 2025 | 6.5M | 352.4M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 4.3M | 234.5M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Sep 30, 2025 | 3.7M | 199.0M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.