Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 29.7M | 3.5B | 4.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 19.2M | 2.3B | 3.2% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Dec 31, 2025 | 16.3M | 1.9B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 15.4M | 1.8B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 7.9M | 932.1M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 7.8M | 925.9M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 7.3M | 867.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.7M | 787.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.6M | 666.2M | 0.9% |
| First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra | Apr 30, 2026 | 5.2M | 615.5M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.