Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 49.3M | 645.8M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 39.6M | 519.5M | 2.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 34.1M | 446.6M | 1.7% |
| VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund | Dec 31, 2025 | 28.4M | 372.7M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 26.2M | 342.8M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 25.9M | 339.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 24.4M | 319.4M | 1.2% |
| John Hancock Funds III-Disciplined Value Mid Cap Fund | Jan 31, 2026 | 15.4M | 202.0M | 0.8% |
| iShares Trust-iShares Select Dividend ETF | Jan 31, 2026 | 15.5M | 203.7M | 0.8% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Dec 31, 2025 | 15.0M | 197.0M | 0.7% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.