Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 38.6M | 563.0M | 7.5% |
| BLACKROCK EQUITY DIVIDEND FUND | Jan 31, 2026 | 20.4M | 296.6M | 3.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.2M | 236.2M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.0M | 188.8M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 11.7M | 170.0M | 2.3% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 10.4M | 152.2M | 2.0% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 8.7M | 127.2M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 7.5M | 109.6M | 1.5% |
| Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund | Feb 28, 2026 | 6.9M | 100.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.6M | 96.4M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.