Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 15.6M | 928.0M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 11.9M | 704.0M | 2.4% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Mar 31, 2026 | 9.7M | 573.2M | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 6.0M | 358.4M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 6.0M | 355.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 5.7M | 336.2M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 5.6M | 334.0M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 5.3M | 314.9M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | May 31, 2026 | 4.7M | 277.9M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 3.6M | 214.1M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.