Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 12.7M | 2.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 10.2M | 1.8B | 2.5% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Apr 30, 2026 | 9.1M | 1.6B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 8.7M | 1.5B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 5.2M | 916.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 5.1M | 904.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 4.8M | 847.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2026 | 3.7M | 651.8M | 0.9% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Mar 31, 2026 | 3.3M | 572.7M | 0.8% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 2.9M | 517.4M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.