Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.3M | 521.5M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 1.8M | 409.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 1.6M | 366.5M | 2.2% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Sep 30, 2025 | 1.3M | 298.7M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Sep 30, 2025 | 1.2M | 278.7M | 1.7% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 910.5K | 209.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 882.4K | 203.3M | 1.2% |
| Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND | Sep 30, 2025 | 858.5K | 197.8M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 847.4K | 195.2M | 1.2% |
| Brown Advisory Funds-Brown Advisory Sustainable Growth Fund | Oct 31, 2025 | 681.1K | 156.9M | 1.0% |
Access
Holders
data via our API — starting from the
Ultra plan.