Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Jun 30, 2026 | 4.6M | 1.5B | 4.3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 3.2M | 1.0B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 2.6M | 839.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 2.2M | 702.6M | 2.0% |
| Invesco QQQ Trust, Series 1 | Jul 31, 2026 | 2.1M | 670.6M | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Jul 31, 2026 | 1.4M | 437.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jul 31, 2026 | 1.3M | 419.3M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jul 31, 2026 | 1.2M | 398.6M | 1.2% |
| Professionally Managed Portfolios-Akre Focus ETF | Apr 30, 2026 | 1.1M | 360.1M | 1.1% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Jun 30, 2026 | 1.1M | 349.0M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.