Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 54.7M | 3.2B | 5.5% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 23.3M | 1.4B | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 18.1M | 1.1B | 1.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 16.1M | 938.3M | 1.6% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Jan 31, 2026 | 14.8M | 864.4M | 1.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 9.3M | 539.9M | 0.9% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 9.2M | 534.0M | 0.9% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 8.6M | 501.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 6.8M | 396.7M | 0.7% |
| Pacer Funds Trust-Pacer US Cash Cows 100 ETF | Oct 31, 2025 | 6.6M | 382.2M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.