Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 16.5M | 1.7B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 13.2M | 1.3B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 11.4M | 1.2B | 2.2% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 11.4M | 1.2B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.8M | 682.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.7M | 675.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 6.3M | 635.7M | 1.2% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 6.3M | 632.6M | 1.2% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 6.0M | 601.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.8M | 488.3M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.