Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 15.6M | 16.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 11.9M | 12.6B | 2.4% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund | Mar 31, 2026 | 9.7M | 10.2B | 2.0% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 6.0M | 6.4B | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 6.0M | 6.3B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Mar 31, 2026 | 5.7M | 6.0B | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | May 31, 2026 | 5.6M | 6.0B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 5.3M | 5.6B | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | May 31, 2026 | 4.7M | 5.0B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Mar 31, 2026 | 3.6M | 3.8B | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.