Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 15.2M | 813.3M | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 12.2M | 652.9M | 2.6% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 11.6M | 623.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 10.5M | 563.4M | 2.2% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 10.5M | 563.9M | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.2M | 333.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.1M | 329.4M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 5.8M | 310.7M | 1.2% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | Nov 30, 2025 | 4.5M | 239.4M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.4M | 238.2M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.