Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.4M | 2.0B | 3.2% |
| Dodge & Cox Funds-Dodge & Cox Stock Fund | Dec 31, 2025 | 7.4M | 1.8B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.7M | 1.6B | 2.6% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 6.0M | 1.4B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.4M | 816.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 3.4M | 806.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.2M | 761.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.5M | 583.8M | 0.9% |
| SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF | Jan 31, 2026 | 2.0M | 463.6M | 0.7% |
| Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total | Jan 31, 2026 | 1.9M | 451.5M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.