Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2025 | 18.8M | 390.2M | 5.3% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Sep 30, 2025 | 14.7M | 305.4M | 4.1% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 11.3M | 234.9M | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Aug 31, 2025 | 10.3M | 213.2M | 2.9% |
| Smead Funds Trust-Smead Value Fund | Aug 31, 2025 | 8.8M | 184.0M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Sep 30, 2025 | 8.8M | 183.6M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 8.5M | 176.3M | 2.4% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Sep 30, 2025 | 7.5M | 156.0M | 2.1% |
| SELECT SECTOR SPDR TRUST-The Energy Select Sector SPDR Fund | Sep 30, 2025 | 6.8M | 140.5M | 1.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Sep 30, 2025 | 6.3M | 130.5M | 1.8% |
Access
Holders
data via our API — starting from the
Ultra plan.