Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 3.3M | 734.5M | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.0M | 661.3M | 3.2% |
| Artisan Partners Funds Inc.-Artisan International Value Fund | Dec 31, 2025 | 2.7M | 597.9M | 2.9% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 2.5M | 552.0M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.4M | 530.6M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 2.1M | 458.1M | 2.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 2.0M | 441.1M | 2.1% |
| T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App | Dec 31, 2025 | 1.9M | 423.4M | 2.0% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 1.8M | 396.9M | 1.9% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.2M | 268.5M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.