Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 9.2M | 550.1M | 1.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 6.9M | 416.4M | 1.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.4M | 386.2M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 5.1M | 304.8M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.6M | 213.7M | 0.7% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 3.5M | 207.2M | 0.7% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 3.3M | 200.8M | 0.7% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 2.6M | 155.7M | 0.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Sep 30, 2025 | 2.5M | 149.5M | 0.5% |
| BlackRock Funds-BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO | Aug 31, 2025 | 2.1M | 127.2M | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan.