Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 11.1M | 3.1B | 2.7% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 9.2M | 2.6B | 2.2% |
| Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd. | Jan 31, 2026 | 7.3M | 2.1B | 1.8% |
| iShares Trust-iShares Core S&P 500 ETF | Feb 28, 2026 | 4.7M | 1.3B | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 4.7M | 1.3B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 4.2M | 1.2B | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 3.3M | 915.3M | 0.8% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Jan 31, 2026 | 3.3M | 914.5M | 0.8% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 3.2M | 904.4M | 0.8% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Nov 30, 2025 | 3.1M | 870.6M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.