Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.0M | 1.8B | 3.1% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 6.1M | 1.6B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.6M | 1.4B | 2.5% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 5.5M | 1.4B | 2.5% |
| AMERICAN MUTUAL FUND | Mar 31, 2026 | 3.2M | 827.3M | 1.4% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 3.0M | 781.1M | 1.4% |
| Capital Income Builder | Mar 31, 2026 | 2.9M | 750.6M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 2.9M | 736.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.8M | 729.0M | 1.3% |
| Franklin Custodian Funds-FRANKLIN INCOME FUND | Dec 31, 2025 | 2.7M | 702.7M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.