Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 39.2M | 2.7B | 6.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 17.8M | 1.2B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 13.8M | 960.1M | 2.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 7.1M | 492.7M | 1.1% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 6.9M | 477.6M | 1.0% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Sep 30, 2025 | 6.7M | 465.8M | 1.0% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 6.6M | 458.3M | 1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 6.3M | 435.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 5.1M | 353.7M | 0.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jul 31, 2025 | 4.5M | 311.6M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.