Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.1M | 43.6B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 16.9M | 35.0B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 14.6M | 30.2B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 8.6M | 17.8B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Mar 31, 2026 | 8.6M | 17.7B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 7.8M | 16.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 6.2M | 12.8B | 0.9% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Mar 31, 2026 | 5.7M | 11.8B | 0.9% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 5.5M | 11.5B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Dec 31, 2025 | 4.2M | 8.6B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.