Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.0M | 2.1B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.6M | 1.7B | 2.6% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 3.1M | 915.3M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.9M | 853.7M | 1.3% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 2.8M | 849.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.8M | 844.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.7M | 796.2M | 1.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 2.1M | 636.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.0M | 610.5M | 0.9% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund | Jan 31, 2026 | 1.9M | 561.0M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.