Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 28.6M | 1.7B | 9.4% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.9M | 597.8M | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.0M | 481.6M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.9M | 415.5M | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 4.0M | 242.2M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 4.0M | 240.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 3.7M | 223.7M | 1.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 3.2M | 191.1M | 1.0% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 3.1M | 183.6M | 1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Apr 30, 2026 | 3.0M | 180.1M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.