Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 33.3M | 1.3B | 6.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.3M | 636.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.1M | 510.1M | 2.5% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 12.3M | 480.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 11.3M | 440.2M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 6.7M | 259.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 6.6M | 258.3M | 1.3% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 6.3M | 247.0M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 6.0M | 235.2M | 1.2% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 5.6M | 218.0M | 1.1% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.