Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 38.6M | 12.0B | 7.5% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 20.4M | 6.3B | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.2M | 5.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.0M | 4.0B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 11.7M | 3.6B | 2.3% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 10.4M | 3.2B | 2.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 8.7M | 2.7B | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 7.5M | 2.3B | 1.5% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | Feb 28, 2026 | 6.9M | 2.1B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.6M | 2.1B | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.