Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 27.4M | 391.2M | 7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 12.4M | 176.5M | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jan 31, 2026 | 10.5M | 150.2M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 8.9M | 126.7M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 5.7M | 81.7M | 1.5% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 5.0M | 71.7M | 1.3% |
| -Price (T.Rowe) Mid-Cap Value Equity Trust | Sep 30, 2025 | 4.2M | 59.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 3.5M | 50.6M | 0.9% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Jan 31, 2026 | 3.4M | 48.4M | 0.9% |
| Dodge & Cox Funds-Dodge & Cox Global Stock Fund | Dec 31, 2025 | 2.6M | 37.0M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.