Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 8.0M | 2.1B | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 6.4M | 1.7B | 2.3% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 3.3M | 857.4M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Jan 31, 2026 | 3.2M | 846.5M | 1.2% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 3.1M | 800.9M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | Dec 31, 2025 | 2.9M | 763.7M | 1.0% |
| NEW PERSPECTIVE FUND | Dec 31, 2025 | 2.1M | 553.4M | 0.8% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | Dec 31, 2025 | 1.5M | 382.3M | 0.5% |
| VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund | Oct 31, 2025 | 1.4M | 361.6M | 0.5% |
| J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF | Dec 31, 2025 | 1.4M | 363.8M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.