Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 15.1M | 1.1B | 3.1% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Feb 28, 2026 | 14.8M | 1.1B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 12.1M | 910.3M | 2.5% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 11.5M | 864.9M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 10.5M | 785.7M | 2.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 10.4M | 780.5M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 6.2M | 464.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.1M | 459.4M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 5.6M | 418.3M | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Mar 31, 2026 | 5.0M | 377.7M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.