Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.9M | 10.3B | 3.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund | Jan 31, 2026 | 7.4M | 8.6B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.1M | 8.3B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.2M | 7.1B | 2.2% |
| DAVIS NEW YORK VENTURE FUND INC-Davis New York Venture Fund | Jan 31, 2026 | 3.7M | 4.3B | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.6M | 4.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 3.6M | 4.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 3.3M | 3.9B | 1.2% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Feb 28, 2026 | 3.0M | 3.4B | 1.1% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Feb 28, 2026 | 2.9M | 3.4B | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.