Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 6.0M | 786.7M | 2.8% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | Dec 31, 2025 | 4.8M | 630.9M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 4.3M | 567.9M | 2.0% |
| SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF | Jan 31, 2026 | 3.2M | 412.4M | 1.5% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Dec 31, 2025 | 2.8M | 366.2M | 1.3% |
| PUTNAM LARGE CAP VALUE FUND | Jan 31, 2026 | 2.6M | 336.0M | 1.2% |
| iShares Trust-iShares Core S&P 500 ETF | Jan 31, 2026 | 2.5M | 322.1M | 1.2% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | Feb 28, 2026 | 2.4M | 318.5M | 1.1% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | Jan 31, 2026 | 2.3M | 300.4M | 1.1% |
| -Victory Pioneer Fund | Dec 31, 2025 | 2.0M | 266.1M | 1.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.