Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 5.3M | 330.6M | 2.2% |
| SELECT SECTOR SPDR TRT-The Communication Services Select Sector SPDR F | Sep 30, 2025 | 4.9M | 304.5M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 4.1M | 255.6M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 3.7M | 228.8M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 3.1M | 196.0M | 1.3% |
| AMG Funds-AMG Yacktman Fund | Sep 30, 2025 | 3.1M | 194.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Oct 31, 2025 | 1.9M | 117.2M | 0.8% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 1.8M | 113.9M | 0.8% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 1.7M | 108.0M | 0.7% |
| AMG Funds-AMG Yacktman Focused Fund | Sep 30, 2025 | 1.5M | 90.7M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan.