Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 48.9M | 2.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 38.4M | 2.1B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 19.7M | 1.1B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 19.1M | 1.0B | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 18.3M | 984.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 14.0M | 750.5M | 0.9% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 12.5M | 670.0M | 0.8% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Sep 30, 2025 | 10.9M | 583.5M | 0.7% |
| Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd. | Sep 30, 2025 | 10.2M | 550.2M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Sep 30, 2025 | 9.1M | 487.0M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.