Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 3.3M | 1.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 2.7M | 968.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 2.2M | 794.9M | 2.1% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 2.2M | 770.5M | 2.0% |
| Invesco QQQ Trust, Series 1 | Jun 30, 2026 | 2.1M | 766.0M | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 1.4M | 498.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 1.3M | 462.9M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 1.2M | 436.1M | 1.1% |
| Professionally Managed Portfolios-Akre Focus ETF | Apr 30, 2026 | 1.1M | 400.8M | 1.1% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Mar 31, 2026 | 1.1M | 396.0M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.