Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Jun 30, 2026 | 9.8M | 597.0M | 3.1% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Jun 30, 2026 | 8.0M | 487.4M | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Jun 30, 2026 | 6.7M | 407.5M | 2.1% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Sep 30, 2026 | 5.5M | 337.8M | 1.8% |
| JPMorgan Trust II-JPMorgan Equity Income Fund | Jun 30, 2026 | 4.3M | 264.1M | 1.4% |
| iShares Trust-iShares Core S&P 500 ETF | Aug 31, 2026 | 4.1M | 250.5M | 1.3% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Aug 31, 2026 | 4.0M | 244.1M | 1.3% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Sep 30, 2026 | 3.9M | 236.2M | 1.2% |
| Victory Portfolios-Victory Sycamore Established Value Fund | Jun 30, 2026 | 3.7M | 223.1M | 1.2% |
| iShares Trust-iShares Select Dividend ETF | Aug 31, 2026 | 3.0M | 184.8M | 1.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.