Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Dec 31, 2025 | 9.7M | 18.7B | 3.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.5M | 16.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.8M | 13.2B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.9M | 11.4B | 2.1% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 4.5M | 8.6B | 1.6% |
| -Price (T.Rowe) U.S. Value Equity Trust | Sep 30, 2025 | 4.4M | 8.5B | 1.6% |
| JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund | Dec 31, 2025 | 3.5M | 6.8B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.5M | 6.7B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.4M | 6.6B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.2M | 6.2B | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.