Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.3M | 2.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.5M | 1.8B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 3.0M | 1.5B | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.8M | 891.0M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 1.8M | 892.5M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 1.6M | 812.2M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.3M | 644.3M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Dec 31, 2025 | 858.9K | 435.6M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 792.1K | 401.8M | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF | Mar 31, 2026 | 767.8K | 389.4M | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.