Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Mar 31, 2025 | 15.1M | 1.1B | 3.3% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Mar 31, 2025 | 13.3M | 972.4M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | Mar 31, 2025 | 10.3M | 753.8M | 2.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Apr 30, 2025 | 6.0M | 439.7M | 1.3% |
| SPDR S&P 500 ETF TRUST | Apr 30, 2025 | 5.8M | 421.9M | 1.3% |
| iShares Trust-iShares Core S&P 500 ETF | Apr 30, 2025 | 5.7M | 414.8M | 1.2% |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | Feb 28, 2025 | 5.4M | 395.3M | 1.2% |
| First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF | Apr 30, 2025 | 4.6M | 337.8M | 1% |
| Columbia Funds Series Trust I-Columbia Contrarian Core Fund | Feb 28, 2025 | 4.4M | 323.2M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | Mar 31, 2025 | 4.2M | 306.8M | 0.9% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.