Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 25.3M | 1.8B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 20.3M | 1.5B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 10.4M | 754.0M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 10.3M | 745.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 9.7M | 703.2M | 1.2% |
| SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD | Jan 31, 2026 | 8.3M | 601.0M | 1.0% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Growth Fund | Oct 31, 2025 | 7.9M | 571.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 7.4M | 539.2M | 0.9% |
| First Eagle Funds-First Eagle Global Fund | Jan 31, 2026 | 5.3M | 388.3M | 0.7% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 4.6M | 336.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.