Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 8.4M | 2.5B | 3.2% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Jun 30, 2026 | 8.0M | 2.4B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 6.9M | 2.0B | 2.6% |
| MFS SERIES TRUST I-MFS Value Fund | May 31, 2026 | 5.2M | 1.5B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 3.5M | 1.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 3.4M | 1.0B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 3.3M | 974.2M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jul 31, 2026 | 2.9M | 854.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 2.5M | 750.5M | 1.0% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Sep 30, 2026 | 1.9M | 557.0M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.