Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 1.5M | 795.3M | 3.2% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 1.3M | 693.2M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 1.2M | 638.0M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 1.0M | 550.4M | 2.2% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Dec 31, 2025 | 980.5K | 528.1M | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 604.2K | 325.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 597.5K | 321.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 560.3K | 301.8M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 540K | 290.8M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 488.1K | 262.9M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.