Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Sep 30, 2025 | 54.7M | 1.8B | 5.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 23.3M | 768.0M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 17.7M | 585.3M | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Sep 30, 2025 | 16.3M | 539.0M | 1.7% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 13.6M | 448.0M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2025 | 9.1M | 300.3M | 0.9% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2025 | 8.8M | 291.1M | 0.9% |
| SPDR S&P 500 ETF TRUST | Sep 30, 2025 | 8.4M | 278.0M | 0.9% |
| Pacer Funds Trust-Pacer US Cash Cows 100 ETF | Jul 31, 2025 | 7.1M | 233.7M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Sep 30, 2025 | 6.6M | 218.9M | 0.7% |
Access
Holders
data via our API — starting from the
Ultra plan.