Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2026 | 8.4M | 1.1B | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2026 | 7.1M | 960.2M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2026 | 5.7M | 774.3M | 2.1% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 3.7M | 507.0M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2026 | 3.6M | 488.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2026 | 3.6M | 484.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Apr 30, 2026 | 3.3M | 453.2M | 1.2% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund | Mar 31, 2026 | 2.8M | 381.4M | 1.0% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Mar 31, 2026 | 2.7M | 363.2M | 1.0% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Apr 30, 2026 | 2.6M | 352.4M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.