Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.9M | 2.2B | 3.2% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 19.0M | 1.9B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 17.6M | 1.8B | 2.6% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 9.0M | 919.6M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.9M | 909.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 8.4M | 857.7M | 1.2% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Nov 30, 2025 | 7.5M | 767.8M | 1.1% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 7.0M | 715.2M | 1.0% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Dec 31, 2025 | 6.4M | 659.7M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 6.4M | 657.7M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.