Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 3.2M | 273.4M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 2.7M | 229.3M | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 2.3M | 196.1M | 2.2% |
| ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF | Mar 31, 2026 | 1.6M | 137.9M | 1.5% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Mar 31, 2026 | 1.6M | 137.5M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 1.5M | 126.4M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.4M | 116.9M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.4M | 115.8M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 1.3M | 106.7M | 1.2% |
| VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund | Jan 31, 2026 | 1.2M | 105.0M | 1.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.