Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 11.2M | 482.6M | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.1M | 349.2M | 2.5% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 7.3M | 314.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 6.3M | 273.6M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 5.7M | 245.3M | 1.8% |
| iShares Trust-iShares Select Dividend ETF | Sep 30, 2025 | 5.4M | 232.4M | 1.7% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 4.0M | 173.3M | 1.3% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 3.6M | 153.5M | 1.1% |
| INVESTMENT CO OF AMERICA | Sep 30, 2025 | 3.5M | 150.8M | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 3.3M | 140.4M | 1.0% |
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Holders
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