Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 31.0M | 35.3B | 3.7% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 30.2M | 34.4B | 3.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 24.9M | 28.4B | 3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 21.5M | 24.5B | 2.6% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 21.5M | 24.5B | 2.6% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Jan 31, 2026 | 20.3M | 23.2B | 2.5% |
| AMERICAN BALANCED FUND | Dec 31, 2025 | 17.9M | 20.4B | 2.2% |
| JPMorgan Trust I-JPMorgan U.S. Equity Fund | Dec 31, 2025 | 15.1M | 17.3B | 1.8% |
| Income Fund of America | Dec 31, 2025 | 13.1M | 14.9B | 1.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 12.7M | 14.5B | 1.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.