Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 28.0M | 656.3M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 25.5M | 597.7M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 22.0M | 515.2M | 2.5% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 21.3M | 498.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 19.7M | 461.9M | 2.3% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 12.0M | 281.6M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 11.3M | 263.5M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 11.0M | 256.3M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 10.5M | 245.6M | 1.2% |
| VANGUARD WELLESLEY INCOME FUND | Sep 30, 2025 | 9.9M | 232.2M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan.