Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.7M | 1.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.4M | 1.1B | 2.5% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 5.3M | 1.1B | 2.5% |
| SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF | Mar 31, 2026 | 5.0M | 1.1B | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 4.7M | 990.0M | 2.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 3.8M | 801.4M | 1.8% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 3.0M | 634.8M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 2.7M | 579.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.7M | 578.9M | 1.3% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.6M | 555.0M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.