Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.8M | 2.2B | 3.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.5M | 1.8B | 2.7% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 11.6M | 1.5B | 2.4% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Feb 28, 2026 | 9.0M | 1.2B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.9M | 911.9M | 1.4% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.8M | 901.8M | 1.4% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 6.3M | 833.1M | 1.3% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 5.7M | 755.6M | 1.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 5.3M | 703.1M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.9M | 650.7M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.