Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 26.5M | 2.7B | 3.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 22.2M | 2.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 17.4M | 1.7B | 2.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 8.9M | 892.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 8.7M | 865.2M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 8.3M | 830.6M | 1.2% |
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2025 | 8.0M | 800.9M | 1.2% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Aug 31, 2025 | 7.5M | 751.1M | 1.1% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Sep 30, 2025 | 6.7M | 668.8M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 6.3M | 633.1M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan.