Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 22.1M | 780.9M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 17.9M | 634.9M | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 9.1M | 323.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 9.0M | 320.2M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 8.6M | 303.0M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 8.0M | 283.6M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 7.7M | 271.8M | 1.1% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | Jan 31, 2026 | 6.5M | 229.5M | 0.9% |
| CAPITAL WORLD GROWTH & INCOME FUND | Dec 31, 2025 | 5.6M | 199.6M | 0.8% |
| SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF | Jan 31, 2026 | 5.7M | 201.3M | 0.8% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.