Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 17.5M | 1.0B | 6.9% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 7.7M | 449.3M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.6M | 443.8M | 3% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 6.5M | 375.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.5M | 374.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.3M | 307.3M | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 3.3M | 191.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 3.3M | 189.8M | 1.3% |
| FPA FUNDS TRUST-FPA Crescent Fund | Dec 31, 2025 | 3.2M | 183.6M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 3.0M | 176.9M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.