Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 13.4M | 330.5M | 3.6% |
| SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect | Jan 31, 2026 | 13.2M | 324.9M | 3.6% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 10.0M | 245.2M | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.6M | 235.1M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.5M | 135.9M | 1.5% |
| T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd. | Dec 31, 2025 | 5.1M | 125.4M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 4.8M | 118.9M | 1.3% |
| AMG Funds-AMG Yacktman Fund | Dec 31, 2025 | 4.8M | 118.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.8M | 116.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 4.5M | 110.5M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.