Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 31.7M | 1.3B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 25.5M | 1.1B | 2.6% |
| Income Fund of America | Jan 31, 2026 | 22.3M | 927.4M | 2.3% |
| Invesco QQQ Trust, Series 1 | Jan 31, 2026 | 22.0M | 917.0M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 22.0M | 915.5M | 2.3% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 16.6M | 693.6M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 13.0M | 541.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 12.9M | 535.7M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 12.1M | 505.0M | 1.3% |
| LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio | Dec 31, 2025 | 11.6M | 483.7M | 1.2% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.