Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 11.0M | 277.1M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 8.5M | 215.3M | 2.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 8.3M | 209.2M | 2.1% |
| VANGUARD WORLD FUND-Vanguard International Growth Fund | Aug 31, 2025 | 6.4M | 161.3M | 1.6% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 6.0M | 151.6M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 5.3M | 133.9M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 4.4M | 110.5M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.3M | 107.1M | 1.1% |
| SPDR SERIES TRUST-SPDR(R) S&P(R) Biotech ETF | Sep 30, 2025 | 4.3M | 107.7M | 1.1% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.0M | 101.5M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.