Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 31.4M | 1.8B | 3.8% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 26.7M | 1.5B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 25.1M | 1.4B | 3.0% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Apr 30, 2026 | 22.4M | 1.3B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 21.3M | 1.2B | 2.6% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 21.2M | 1.2B | 2.6% |
| AMERICAN BALANCED FUND | Mar 31, 2026 | 20.9M | 1.2B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 12.8M | 729.9M | 1.5% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 12.7M | 723.1M | 1.5% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 11.8M | 674.7M | 1.4% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.