Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 28.6M | 1.6B | 9.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 9.9M | 568.4M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 8.0M | 457.9M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.9M | 395.1M | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.1M | 233.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.0M | 231.0M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 3.7M | 213.9M | 1.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. | Dec 31, 2025 | 3.2M | 181.7M | 1.0% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 3.1M | 174.6M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.9M | 167.1M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.