Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Jun 30, 2026 | 4.6M | 1.7B | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 3.2M | 1.2B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 2.6M | 954.5M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 2.2M | 799.0M | 2.0% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 2.1M | 762.7M | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2026 | 1.4M | 497.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 1.3M | 476.8M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 1.2M | 453.3M | 1.2% |
| Professionally Managed Portfolios-Akre Focus ETF | Apr 30, 2026 | 1.1M | 409.6M | 1.1% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Jun 30, 2026 | 1.1M | 396.9M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.