Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 18.6M | 724.5M | 5.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.1M | 432.6M | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 10.9M | 427.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.9M | 348.7M | 2.5% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Mar 31, 2026 | 8.2M | 320.5M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 8.0M | 313.9M | 2.3% |
| Smead Funds Trust-Smead Value Fund | Feb 28, 2026 | 7.7M | 298.6M | 2.2% |
| iShares Trust-iShares Select Dividend ETF | Mar 31, 2026 | 6.6M | 256.7M | 1.9% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Feb 28, 2026 | 6.5M | 252.5M | 1.8% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Dec 31, 2025 | 5.6M | 218.6M | 1.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.