Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 10.7M | 1.3B | 3.2% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 8.2M | 1.0B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 7.3M | 911.8M | 2.2% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Sep 30, 2026 | 5.6M | 696.7M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Sep 30, 2026 | 4.2M | 524.7M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Sep 30, 2026 | 4.1M | 511.7M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 3.9M | 487.1M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Jun 30, 2026 | 3.2M | 400.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | Jun 30, 2026 | 2.6M | 322.4M | 0.8% |
| VANGUARD WORLD FUND-Vanguard Utilities Index Fund | Aug 31, 2026 | 2.3M | 291.4M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.