Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.8M | 677.3M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.5M | 544.2M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 8.2M | 469.5M | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Mar 31, 2026 | 6.4M | 367.5M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 4.8M | 277.3M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 4.8M | 275.5M | 1.3% |
| iShares Trust-iShares Select Dividend ETF | Mar 31, 2026 | 4.4M | 255.1M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 4.3M | 249.5M | 1.2% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | Mar 31, 2026 | 3.5M | 201.1M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.5M | 198.5M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.