Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 7.3M | 3.6B | 3.2% |
| SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF | Nov 30, 2025 | 5.9M | 2.9B | 2.6% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 5.1M | 2.5B | 2.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.6M | 1.3B | 1.1% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.6M | 1.3B | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.4M | 1.2B | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Dec 31, 2025 | 2.1M | 1.0B | 0.9% |
| iShares Trust-iShares U.S. Aerospace & Defense ETF | Jan 31, 2026 | 1.3M | 611.8M | 0.5% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 1.2M | 571.7M | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Jan 31, 2026 | 1.1M | 550.2M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.