Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 21.1M | 39.2B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 16.9M | 31.4B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 14.6M | 27.1B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 8.6M | 16.0B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 8.5M | 15.9B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 8.0M | 15.0B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 6.2M | 11.5B | 0.9% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 5.5M | 10.3B | 0.8% |
| Fidelity Investment Trust-Fidelity Series International Growth Fund | Feb 28, 2026 | 5.1M | 9.4B | 0.8% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund | Dec 31, 2025 | 4.2M | 7.8B | 0.6% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.