Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 8.4M | 2.3B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 6.6M | 1.8B | 2.5% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 6.3M | 1.7B | 2.4% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 5.4M | 1.5B | 2.0% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Nov 30, 2025 | 3.4M | 926.3M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Nov 30, 2025 | 3.3M | 917.7M | 1.3% |
| SPDR S&P 500 ETF TRUST | Dec 31, 2025 | 3.3M | 893.8M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 2.4M | 658.7M | 0.9% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Sep 30, 2025 | 2.4M | 656.0M | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Dec 31, 2025 | 1.9M | 518.6M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.