Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 52.9M | 101.7B | 3.1% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 51.4M | 98.8B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 42.4M | 81.7B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jun 30, 2026 | 22.6M | 43.4B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jun 30, 2026 | 21.0M | 40.4B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jun 30, 2026 | 19.8M | 38.0B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 15.4M | 29.6B | 0.9% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Mar 31, 2026 | 15.3M | 29.4B | 0.9% |
| JPMorgan Trust II-JPMorgan Large Cap Growth Fund | Mar 31, 2026 | 12.8M | 24.7B | 0.7% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Jun 30, 2026 | 11.1M | 21.4B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.