Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 5.3M | 279.4M | 2.4% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Jan 31, 2026 | 5.2M | 276.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.1M | 218.1M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.7M | 198.1M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.1M | 163.8M | 1.4% |
| AMG Funds-AMG Yacktman Fund | Dec 31, 2025 | 3.1M | 163.9M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 1.9M | 101.0M | 0.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.9M | 100.2M | 0.8% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 1.8M | 93.0M | 0.8% |
| AMG Funds-AMG Yacktman Focused Fund | Dec 31, 2025 | 1.4M | 74.0M | 0.6% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.