Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.0M | 2.0B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.4M | 1.6B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 3.3M | 831.8M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.2M | 823.4M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 3.0M | 750.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.9M | 741.7M | 1.0% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 1.5M | 371.2M | 0.5% |
| AMCAP FUND | Mar 31, 2026 | 1.4M | 367.9M | 0.5% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 1.5M | 368.9M | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 1.4M | 355.3M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.