Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 4.0M | 3.0B | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 3.2M | 2.4B | 2.5% |
| iShares Trust-iShares Core S&P 500 ETF | Mar 31, 2026 | 1.6M | 1.2B | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 1.6M | 1.2B | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Mar 31, 2026 | 1.5M | 1.1B | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 1.2M | 871.1M | 0.9% |
| Columbia Funds Series Trust I-Columbia Dividend Income Fund | Feb 28, 2026 | 1.1M | 831.5M | 0.9% |
| -Price (T.Rowe) U.S. Value Equity Trust | Dec 31, 2025 | 781.2K | 586.0M | 0.6% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 724.2K | 543.3M | 0.6% |
| SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF | Mar 31, 2026 | 701.3K | 526.1M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.