Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2025 | 27.4M | 310.0M | 7.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 12.3M | 139.7M | 3.2% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | Jun 30, 2025 | 10.8M | 122.2M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2025 | 9.7M | 110.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2025 | 6.3M | 71.4M | 1.6% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Mar 31, 2025 | 5.1M | 57.7M | 1.3% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Mar 31, 2025 | 4.8M | 54.2M | 1.2% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | May 31, 2025 | 3.4M | 38.6M | 0.9% |
| Dodge & Cox Funds-Dodge & Cox Global Stock Fund | Mar 31, 2025 | 2.7M | 31.1M | 0.7% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | Mar 31, 2025 | 2.7M | 31.0M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.