Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 15.5M | 1.4B | 8.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 6.2M | 555.2M | 3.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Mar 31, 2026 | 5.9M | 530.0M | 3.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 5.4M | 486.8M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 5.0M | 450.5M | 2.6% |
| WASHINGTON MUTUAL INVESTORS FUND | Mar 31, 2026 | 4.4M | 394.6M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 4.2M | 377.9M | 2.2% |
| VanEck ETF Trust-VanEck Morningstar Wide Moat ETF | Apr 30, 2026 | 3.3M | 293.4M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 2.6M | 229.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 2.5M | 227.1M | 1.3% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.