Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 17.9M | 49.0B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 14.4M | 39.3B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 7.3M | 19.9B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 7.3M | 19.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 6.6M | 18.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.2M | 14.4B | 0.9% |
| Parnassus Income Funds-Parnassus Core Equity Fund | Dec 31, 2025 | 4.6M | 12.5B | 0.8% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 4.1M | 11.2B | 0.7% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | Mar 31, 2026 | 3.9M | 10.6B | 0.7% |
| -Price (T.Rowe) U.S. Value Equity Trust | Dec 31, 2025 | 3.7M | 10.1B | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.