Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 29.7M | 3.4B | 4.8% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 19.2M | 2.2B | 3.1% |
| 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 | Jan 31, 2026 | 7.9M | 912.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 7.8M | 902.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 7.3M | 851.2M | 1.2% |
| VANGUARD WELLINGTON FUND | Nov 30, 2025 | 6.9M | 798.3M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 6.7M | 771.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 5.6M | 652.7M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.