Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 6.5M | 2.3B | 3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 5.3M | 1.9B | 2.5% |
| AMERICAN BALANCED FUND | Sep 30, 2025 | 3.1M | 1.1B | 1.5% |
| MFS SERIES TRUST I-MFS Value Fund | Aug 31, 2025 | 2.9M | 1.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 2.7M | 962.8M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 2.6M | 933.1M | 1.2% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 2.5M | 896.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 1.8M | 648.8M | 0.9% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 1.8M | 634.3M | 0.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 1.7M | 603.1M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.