Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | Oct 31, 2025 | 13.4M | 798.0M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.3M | 675.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.7M | 520.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.9M | 468.5M | 2.1% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 6.2M | 368.6M | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.5M | 265.3M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.4M | 262.4M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 4.2M | 248.0M | 1.1% |
| T. Rowe Price Dividend Growth Fund, Inc. | Dec 31, 2025 | 3.6M | 215.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.3M | 198.1M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.