Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 17.5M | 1.1B | 6.9% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Mar 31, 2026 | 7.7M | 483.2M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 7.7M | 483.2M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 6.5M | 406.2M | 2.6% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 6.5M | 404.1M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 5.3M | 328.0M | 2.1% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 3.3M | 206.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 3.3M | 204.9M | 1.3% |
| FPA FUNDS TRUST-FPA Crescent Fund | Mar 31, 2026 | 3.2M | 197.4M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 3.0M | 190.3M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.