Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 27.5M | 1.3B | 8.7% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 10.6M | 493.9M | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 8.3M | 387.7M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 7.5M | 347.6M | 2.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 4.3M | 199.0M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 4.2M | 192.8M | 1.3% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 4.0M | 188.0M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 3.1M | 141.7M | 1.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 3.1M | 142.2M | 1.0% |
| Dodge & Cox Funds-Dodge & Cox Global Stock Fund | Sep 30, 2025 | 2.6M | 118.7M | 0.8% |
Access
Holders
data via our API — starting from the
Ultra plan.