Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 67.1M | 1.2B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 55.4M | 1.0B | 2.5% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Dec 31, 2025 | 46.6M | 863.8M | 2.1% |
| MFS SERIES TRUST I-MFS Value Fund | Nov 30, 2025 | 40.7M | 755.0M | 1.9% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Feb 28, 2026 | 36.9M | 683.3M | 1.7% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 28.3M | 524.4M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 28.0M | 518.6M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Feb 28, 2026 | 25.9M | 479.7M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 19.7M | 365.2M | 0.9% |
| Franklin Custodian Funds-FRANKLIN UTILITIES FUND | Dec 31, 2025 | 15.8M | 292.9M | 0.7% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.