Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Jun 30, 2025 | 20.2M | 1.3B | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2025 | 17.8M | 1.1B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2025 | 15.7M | 1.0B | 2.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 6.9M | 439.1M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.7M | 425.3M | 1.2% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 6.5M | 412.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.5M | 413.2M | 1.2% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 5.3M | 339.6M | 1.0% |
| GROWTH FUND OF AMERICA | Sep 30, 2025 | 3.9M | 248.4M | 0.7% |
| SELECT SECTOR SPDR TRUST-The Financial Select Sector SPDR Fund | Sep 30, 2025 | 3.8M | 242.8M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.