Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.3M | 1.1B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 7.0M | 898.6M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 5.8M | 736.7M | 2.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 3.7M | 477.6M | 1.4% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 3.7M | 473.2M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 3.6M | 457.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 3.6M | 454.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 3.2M | 414.4M | 1.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Dec 31, 2025 | 2.9M | 370.1M | 1.1% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Apr 30, 2026 | 2.6M | 331.9M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.