Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 31.9M | 1.8B | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 13.1M | 735.3M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.6M | 538.5M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 8.7M | 488.9M | 1.6% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 8.3M | 468.2M | 1.6% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 7.5M | 423.4M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 6.9M | 388.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 6.9M | 385.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 6.3M | 351.5M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.9M | 278.0M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.