Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 52.4M | 4.3B | 3.0% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Jun 30, 2026 | 51.4M | 4.2B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 42.3M | 3.5B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 21.8M | 1.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 21.2M | 1.7B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 20.1M | 1.6B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 15.7M | 1.3B | 0.9% |
| VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund | Jun 30, 2026 | 15.5M | 1.3B | 0.9% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Sep 30, 2026 | 10.8M | 882.4M | 0.6% |
| PUTNAM LARGE CAP VALUE FUND | Jul 31, 2026 | 9.9M | 811.1M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.