Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.1M | 2.2B | 3% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 3.0M | 2.1B | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.5M | 1.8B | 2.5% |
| Invesco QQQ Trust, Series 1 | Apr 30, 2026 | 2.2M | 1.6B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.3M | 925.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 1.3M | 919.4M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 1.2M | 837.2M | 1.1% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 1.1M | 772.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 903.0K | 644.9M | 0.9% |
| VANGUARD WELLINGTON FUND | Feb 28, 2026 | 803.7K | 574.0M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.