Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 15.7M | 23.4B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 12.6M | 18.8B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 10.9M | 16.2B | 2.2% |
| AMERICAN MUTUAL FUND | Jan 31, 2026 | 8.5M | 12.7B | 1.7% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 8.2M | 12.3B | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 6.4M | 9.6B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 6.4M | 9.5B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 6.0M | 8.9B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 4.6M | 6.9B | 0.9% |
| VANGUARD WORLD FUND-Vanguard Utilities Index Fund | Nov 30, 2025 | 3.3M | 5.0B | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.